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Autotask

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

Actions524

Contact → Create

AI-generated

Overview

This node operation creates a new contact record in Kaseya's Autotask PSA system. It allows users to specify contact details and optionally impersonate another resource for record attribution. This operation is useful for automating the addition of new contacts into the Autotask system, such as when integrating with CRM systems or onboarding new clients.

Use Case Examples

  1. Automatically create a new contact in Autotask when a form is submitted on a website.
  2. Add contacts from an external CRM into Autotask to keep systems synchronized.

Properties

Name Meaning
Impersonation Resource ID Optional resource ID to impersonate. Created contact records will be attributed to this resource. Leave blank to use the credential user.
Proceed Without Impersonation If Denied Whether to proceed without impersonation when denied. If impersonation is denied due to permissions, the request retries without impersonation and proceeds as the API user.
Fields Fields to map for the contact creation. Defines which contact fields to set and their values.

Output

JSON

  • id - The unique identifier of the created contact.
  • name - The name of the created contact.
  • email - The email address of the created contact.
  • phone - The phone number of the created contact.
  • additionalProperties - Other contact properties returned by the Autotask API after creation.

Dependencies

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

Troubleshooting

  • Ensure the API credentials are valid and have permissions to create contacts.
  • If impersonation is used, verify the impersonation resource ID is correct and has write permissions.
  • Check the field mappings to ensure required contact fields are provided and correctly formatted.
  • Common errors include permission denied errors when impersonation is not allowed, or validation errors if required fields are missing or invalid.

Links

Discussion