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Autotask

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

Actions524

Contact → Get Many (Advanced)

AI-generated

Overview

The node interacts with Kaseya's Autotask PSA REST API to retrieve multiple Contact records based on advanced filtering criteria. It supports fetching all matching contacts or limiting the number of results, and allows specifying which fields to return. This operation is useful for scenarios where users need to query contacts with complex filters, such as retrieving contacts matching specific attributes or conditions in bulk.

Use Case Examples

  1. Retrieve all contacts with a specific status or attribute using a JSON filter.
  2. Fetch up to a specified number of contacts with selected fields for reporting or integration purposes.

Properties

Name Meaning
Get All Whether to return all results or only up to a given limit.
Max Records Maximum number of contact records to return when not returning all.
Advanced Filter A JSON string containing a filter array with Autotask API query criteria to specify complex search conditions for contacts.
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. Choose which contact fields to include in the response. If none selected, all fields are returned. The ID field is always included.
Flatten User-Defined Fields Whether to bring user-defined fields up to the top level of each contact object instead of nested in the userDefinedFields array.

Output

JSON

  • id - Unique identifier of the contact record.
  • fields - Selected or all fields of the contact record as per the query.
  • _label - Human-readable labels for picklist or reference fields if enabled.
  • userDefinedFields - User-defined fields nested or flattened based on the flattenUdfs option.

Dependencies

  • Kaseya Autotask PSA REST API
  • API authentication credentials

Troubleshooting

  • Ensure the advanced filter JSON is correctly formatted and matches Autotask API query criteria to avoid errors.
  • If no results are returned, verify the filter criteria and field selections are correct.
  • API rate limits may affect large data retrieval; consider using the 'Get All' option carefully.

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