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Autotask

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

Actions524

Contract Charge → Create

AI-generated

Overview

This node operation creates a new Contract Charge in the Autotask PSA system. It is useful for automating the addition of charges related to contracts, such as billing or service fees, directly from workflows. For example, it can be used to automatically add a charge to a contract when a specific event occurs, like completing a service or project milestone.

Use Case Examples

  1. Automatically create a contract charge when a project phase is completed.
  2. Add billing charges to a contract based on time entries or service usage.

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 creating the contract charge. This includes the data that will be sent to Autotask to define the new contract charge.

Output

JSON

  • id - The unique identifier of the created contract charge.
  • contractId - The identifier of the contract to which the charge is applied.
  • amount - The monetary amount of the contract charge.
  • description - Description or details of the contract charge.
  • status - The status of the contract charge after creation.

Dependencies

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

Troubleshooting

  • Ensure the API credentials are correctly configured and have permissions to create contract charges.
  • If 'Dry Run' is enabled, no changes will be made; disable it to perform actual creation.
  • Check that all required fields for the contract charge are provided to avoid validation errors.

Links

Discussion