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Autotask

Interact with Kaseya's Autotask PSA REST API to manage companies, tickets, contracts, and more.

Actions524

Company → Count (Advanced)

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Overview

This node operation performs an advanced count query on the 'Company' resource in the Autotask PSA system. It allows users to specify complex filtering criteria using a JSON string to count the number of company records that match those criteria. This is useful for scenarios where users need to get a precise count of companies based on detailed conditions, such as filtering by specific attributes or statuses.

Use Case Examples

  1. Count the number of companies in Autotask that meet specific criteria defined in a JSON filter, such as companies in a certain region or with a particular status.
  2. Use the advanced filter to dynamically count companies matching complex business rules for reporting or automation workflows.

Properties

Name Meaning
Advanced Filter A JSON string containing a 'filter' array with Autotask API query criteria to specify the conditions for counting companies.

Output

JSON

  • count - The number of company records matching the advanced filter criteria.

Dependencies

  • Requires an API key credential for Autotask PSA REST API authentication.

Troubleshooting

  • Ensure the JSON string in the Advanced Filter is correctly formatted and follows the Autotask API query syntax to avoid errors.
  • If the count operation returns unexpected results, verify the filter criteria fields and values using the 'Get Field Info' and 'Search Filter Build' tools as suggested in the property hint.
  • Authentication errors may occur if the API credentials are invalid or missing; verify the Autotask API key and integration code are correctly configured.

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