Autotask icon

Autotask

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

Actions524

Contact Groups → Create

AI-generated

Overview

This node operation creates a new Contact Group in Kaseya's Autotask PSA system. It is useful for automating the management of contact groups, such as organizing contacts for marketing campaigns, customer segmentation, or internal team communications. For example, a user can create a contact group for a specific project team or client category automatically when certain conditions are met.

Use Case Examples

  1. Create a new contact group named 'Project Team A' with specific contacts mapped from input data.
  2. Automate the creation of contact groups based on customer type or region.

Properties

Name Meaning
Dry Run Whether to return a request preview instead of executing the operation. Useful for testing and validation. When enabled, no API call is made; instead, returns the request details that would be sent. No changes are made to Autotask.
Fields Fields to map for the Contact Group creation. This property allows defining or auto-mapping the fields that will be sent in the create request to Autotask.

Output

JSON

  • id - The unique identifier of the created Contact Group.
  • name - The name of the created Contact Group.
  • description - Description of the Contact Group, if provided.
  • contacts - List of contacts included in the Contact Group.

Dependencies

  • Requires an API key credential for Kaseya's Autotask PSA REST API to authenticate and authorize requests.

Troubleshooting

  • If the 'Dry Run' option is enabled, no actual creation occurs; ensure it is disabled to perform the operation.
  • Errors may occur if required fields in 'Fields' are missing or invalid; verify field mappings before execution.
  • API authentication errors may arise if the API key credential is missing or incorrect; check credential configuration.
  • Network or API endpoint issues can cause failures; verify connectivity and API availability.

Links

Discussion