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Autotask

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

Actions524

Contract Billing Rule → Create

AI-generated

Overview

This node operation creates a new Contract Billing Rule in Kaseya's Autotask PSA system. It is useful for automating the addition of billing rules to contracts, which can help manage billing processes and ensure accurate invoicing based on contract terms. For example, a user can define specific billing rules for a contract programmatically, streamlining contract management workflows.

Use Case Examples

  1. Automatically create a billing rule for a contract when a new contract is added to the system.
  2. Set up billing rules for contracts based on predefined criteria without manual entry.

Properties

Name Meaning
Dry Run Whether to return a request preview instead of executing the operation. Useful for testing and validation.
Fields The fields to map for the Contract Billing Rule creation. This includes the specific data to be sent to define the billing rule, supporting auto-mapping and selective field addition.

Output

JSON

  • id - The unique identifier of the created Contract Billing Rule.
  • name - The name or label of the Contract Billing Rule.
  • details - Additional details or metadata returned from the creation operation.

Dependencies

  • Requires an API key credential for Kaseya's Autotask PSA REST API to authenticate and perform the operation.

Troubleshooting

  • Ensure the API credentials are correctly configured and have permissions to create Contract Billing Rules.
  • If 'Dry Run' is enabled, no actual creation occurs; verify this setting if no changes appear in Autotask.
  • Common errors include authentication failures, missing required fields in the 'Fields' mapping, or invalid field values. Check error messages for specific missing or invalid data.
  • Network or API endpoint issues can cause failures; verify connectivity and API availability.

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