Actions524
- AI Helper Actions
- Tool Actions
- API Threshold Actions
- Appointment Actions
- Billing Code Actions
- Billing Items Actions
- Change Request Link Actions
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- Classification Icon Actions
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- Company Note Actions
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- Contact Actions
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- Contact Groups Actions
- Contact Group Contacts Actions
- Contract Actions
- Contract Block Actions
- Contract Block Hour Factor Actions
- Contract Billing Rule Actions
- Contract Charge Actions
- Contract Exclusion Billing Code Actions
- Contract Exclusion Role Actions
- Contract Exclusion Sets Actions
- Contract Exclusion Set Excluded Role Actions
- Contract Exclusion Set Excluded Work Type Actions
- Contract Milestone Actions
- Contract Note Actions
- Contract Rate Actions
- Contract Role Costs Actions
- Contract Retainer Actions
- Contract Service Actions
- Contract Service Adjustment Actions
- Contract Service Bundle Adjustment Actions
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Contract Exclusion Billing Code → Create
AI-generatedOverview
This node operation allows users to create a new Contract Exclusion Billing Code in Kaseya's Autotask PSA system. It is useful for managing contract exclusions related to billing codes, enabling automation of contract management workflows within Autotask. For example, a user can automate the creation of billing code exclusions for specific contracts to ensure accurate billing and contract compliance.
Use Case Examples
- Automatically create a contract exclusion billing code when a new contract is added to exclude certain billing codes from that contract.
- Use in a workflow to batch create multiple contract exclusion billing codes based on predefined criteria to streamline contract setup.
Properties
| Name | Meaning |
|---|---|
| Dry Run | Whether to return a request preview instead of executing the operation. Useful for testing and validation. |
| Fields | The specific fields and their values to map and include in the creation of the contract exclusion billing code. This is required to define the data for the new exclusion billing code. |
Output
JSON
id- The unique identifier of the created Contract Exclusion Billing Code.name- The name or label of the created Contract Exclusion Billing Code.details- Additional details or metadata returned from the creation operation.
Dependencies
- An API key credential for Autotask PSA REST API authentication is required.
Troubleshooting
- Ensure that all required fields for the Contract Exclusion Billing Code are provided; missing fields may cause errors.
- If 'Dry Run' is enabled, no actual creation occurs; verify this setting if no changes appear in Autotask.
- API authentication errors may occur if the API key or credentials are invalid or expired; verify credentials in node settings.
Links
- Autotask PSA REST API Documentation - Official documentation for Autotask's REST API, useful for understanding the data model and API endpoints related to contract exclusion billing codes.