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Autotask

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

Actions524

Company → Search by Identity

AI-generated

Overview

This node operation allows searching for companies in the Autotask system by identity attributes such as company name, email, or website/domain. It is useful for scenarios where you want to find company records based on partial or full identity information, for example, to verify or enrich company data in your workflows.

Use Case Examples

  1. Search for companies containing a specific name substring.
  2. Find companies by inferring domain from an email address.
  3. Retrieve companies associated with a particular website or domain.

Properties

Name Meaning
Company Name Optional company name to match (contains search). Used to filter companies by name substring.
Email Optional email used to infer domain (e.g., person@autotask.net). Helps to identify companies by domain extracted from the email.
Website/Domain Optional website or domain (e.g., https://www.autotask.net). Used to search companies by their website or domain.
Limit Maximum number of results to return. Controls the number of company records retrieved.
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.

Output

JSON

  • id - Unique identifier of the company.
  • name - Name of the company.
  • email - Email associated with the company.
  • website - Website or domain of the company.
  • otherFields - Additional fields as specified by the selected columns or all fields if none selected.

Dependencies

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

Troubleshooting

  • Common issues include invalid or missing API credentials, resulting in authentication errors.
  • Incorrect or incomplete input parameters may lead to no results or unexpected results.
  • API rate limits may cause temporary failures; ensure proper handling of rate limiting in workflows.

Links

Discussion