Autotask icon

Autotask

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

Actions524

Contact → Get Many

AI-generated

Overview

This node operation retrieves multiple contact records from the Autotask PSA system. It supports fetching all contacts or limiting the number of contacts returned, with options to customize the output fields and include human-readable labels for picklist and reference fields. This operation is useful for scenarios where you need to list or process multiple contacts, such as exporting contact lists, syncing contacts with other systems, or generating reports.

Use Case Examples

  1. Fetch all contacts from Autotask to sync with a CRM system.
  2. Retrieve a limited number of contacts for a marketing campaign.
  3. Get contacts with specific fields and labels for display in a dashboard.

Properties

Name Meaning
Get All Whether to return all contact records or only up to a specified limit.
Max Records Maximum number of contact records to return when not returning all. Range is 1 to 500.
Add Picklist Labels Whether to automatically add human-readable "_label" fields for picklist fields in the contact data.
Add Reference Labels Whether to automatically add human-readable "_label" fields for reference fields in the contact data.
Select Columns Names or IDs. Choose which contact 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) up to the top level of each contact object instead of nested inside the userDefinedFields array.

Output

JSON

  • id - Unique identifier of the contact.
  • fields - The selected or all fields of the contact record.
  • _label - Human-readable labels for picklist and reference fields if enabled.

Dependencies

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

Troubleshooting

  • Common issues include authentication failures due to invalid or missing API credentials. Ensure the Autotask API key and username are correctly configured.
  • Errors may occur if unsupported fields are selected in the 'Select Columns' property. Verify field names or IDs are valid for contacts.
  • Rate limiting by the Autotask API may cause request failures; the node attempts to initialize a rate tracker to handle this, but network or configuration issues may affect it.

Links

Discussion