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Autotask

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

Actions524

Company → Create

AI-generated

Overview

This node operation allows users to create a new company record in Kaseya's Autotask PSA system. It is useful for automating the addition of company data into Autotask, such as when onboarding new clients or integrating company information from other systems. For example, a user can map fields like company name, address, and contact details to create a company entry automatically.

Use Case Examples

  1. Automatically create a new company in Autotask when a new client signs up on a website.
  2. Batch import company data from a CRM system into Autotask to keep records synchronized.

Properties

Name Meaning
Dry Run Whether to return a request preview instead of executing the operation, useful for testing and validation without making changes.
Impersonation Resource ID Optional resource ID to impersonate for write requests; if left blank, writes as the credential user.
Proceed Without Impersonation If Denied Whether to retry denied impersonated writes once without impersonation and proceed as the API user; only applies when Impersonation Resource ID is set.
Fields Fields to map for creating the company record, supporting auto-mapping and manual field definition.

Output

JSON

  • id - The unique identifier of the created company.
  • name - The name of the created company.
  • status - The status of the create operation, e.g., success or failure.
  • error - Error message if the creation failed.

Dependencies

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

Troubleshooting

  • Common issues include authentication failures due to invalid API credentials or insufficient permissions for the impersonation resource ID.
  • If the 'Dry Run' option is enabled, no changes will be made; ensure it is disabled to perform actual creation.
  • Errors related to missing required fields in the 'Fields' mapping can cause the operation to fail; verify all mandatory fields are provided.

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Discussion