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Autotask

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

Actions524

Company → Get

AI-generated

Overview

This node operation retrieves detailed information about a specific company from the Autotask PSA system using the company's ID. It is useful for scenarios where you need to fetch company data for CRM, customer support, or business management purposes. For example, you can use it to get company details before creating a ticket or updating records.

Use Case Examples

  1. Retrieve company details by providing the company ID to integrate with customer support workflows.
  2. Fetch company information to display in a dashboard or report within an automation workflow.

Properties

Name Meaning
Company ID The unique identifier of the company to retrieve information for, required for the get operation.
Add Picklist Labels Whether to automatically add '_label' fields for picklist fields with human-readable values (no labels will be added for empty values).
Add Reference Labels Whether to automatically add '_label' fields for reference fields with human-readable values (no labels will be added for empty values).
Select Columns Names or IDs. Choose which fields to include in the response. If no fields are selected, all fields will be returned. The ID field is always included regardless of selection.
Flatten User-Defined Fields Whether to bring user-defined fields up to the top level of each object, making UDFs accessible as top-level properties instead of nested in the userDefinedFields array.

Output

JSON

  • id - The unique identifier of the company.
  • name - The name of the company.
  • address - The address details of the company.
  • phone - The phone number of the company.
  • email - The email address of the company.
  • picklist_label_fields - Human-readable labels for picklist fields if enabled.
  • reference_label_fields - Human-readable labels for reference fields if enabled.
  • userDefinedFields - User-defined fields related to the company, optionally flattened to top-level properties.

Dependencies

  • An API key credential for Autotask PSA REST API authentication.

Troubleshooting

  • Ensure the Company ID is valid and exists in the Autotask system to avoid 'Resource not supported' or 'Not found' errors.
  • Check API credentials and permissions if authentication errors occur.
  • If labels for picklist or reference fields are not appearing, verify that the respective options are enabled and that the fields have values.

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