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Autotask

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

Actions524

Contact → Get

AI-generated

Overview

This node operation retrieves detailed information about a specific contact from the Autotask PSA system using the contact's unique ID. It is useful for scenarios where you need to fetch and utilize contact data within your workflow, such as customer management, support ticketing, or CRM integrations.

Use Case Examples

  1. Retrieve contact details by providing the contact ID to use in follow-up automation or reporting.
  2. Fetch contact information to update or verify customer records in an external system.

Properties

Name Meaning
Contact ID The unique identifier of the contact to retrieve.
Add Picklist Labels Whether to automatically add human-readable '_label' fields for picklist fields in the response.
Add Reference Labels Whether to automatically add human-readable '_label' fields for reference fields in the response.
Select Columns Names or IDs. Specify which fields to include in the response. If none are selected, all fields are returned. The ID field is always included.
Flatten User-Defined Fields Whether to bring user-defined fields (UDFs) to the top level of the returned object instead of nested inside an array.

Output

JSON

  • id - The unique identifier of the contact.
  • name - The name of the contact.
  • email - The email address of the contact.
  • phone - The phone number of the contact.
  • userDefinedFields - An array of user-defined fields associated with the contact, unless flattened.
  • picklistLabels - Optional human-readable labels for picklist fields if enabled.
  • referenceLabels - Optional human-readable labels for reference fields if enabled.

Dependencies

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

Troubleshooting

  • Ensure the Contact ID is valid and exists in the Autotask system to avoid 'not found' errors.
  • Check API credentials and permissions if authentication errors occur.
  • If no data is returned, verify that the selected columns include the desired fields or leave empty to fetch all fields.
  • Enable 'Add Picklist Labels' and 'Add Reference Labels' only if you need human-readable labels to avoid unnecessary data in the response.

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