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Autotask

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

Actions524

Contact → Update

AI-generated

Overview

This node operation updates an existing contact in the Autotask PSA system. It is useful for scenarios where you need to modify contact details such as name, email, phone number, or other custom fields. For example, updating a contact's information after receiving new data from a CRM or customer support system.

Use Case Examples

  1. Updating a contact's phone number and email address based on recent customer communication.
  2. Modifying contact details to reflect changes in a company's client records.

Properties

Name Meaning
Contact ID The unique identifier of the contact to update. This is required to specify which contact record to modify.
Impersonation Resource ID Optional resource ID to impersonate. Created records will be attributed to this resource. If left blank, the API user credential is used.
Proceed Without Impersonation If Denied Boolean flag indicating whether to proceed without impersonation if permission is denied when impersonation is attempted. Defaults to true.
Fields The fields and their values to update on the contact record. This uses a resource mapper to define which fields to update and their new values.

Output

JSON

  • id - The ID of the updated contact.
  • fields - The updated fields and their values of the contact.

Dependencies

  • Requires an API key credential for Autotask PSA REST API access.

Troubleshooting

  • Ensure the Contact ID is valid and exists in the Autotask system to avoid errors.
  • If impersonation is used, verify the impersonation resource ID has the necessary permissions to update contacts.
  • Check API credentials and permissions if authentication errors occur.
  • If the update fails due to permission denial and 'Proceed Without Impersonation If Denied' is false, the operation will not proceed.

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