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Autotask

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

Actions524

Contract Milestone → Create

AI-generated

Overview

This node operation creates a new Contract Milestone in the Autotask PSA system. It is useful for managing contract milestones programmatically, such as adding new milestones to contracts for tracking progress or billing purposes. For example, a user can automate the creation of contract milestones when a new contract is signed or updated.

Use Case Examples

  1. Automatically create contract milestones when a new contract is added to the system.
  2. Add milestones to existing contracts based on project phases or billing schedules.

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 milestone creation. This includes all necessary data fields required to define the contract milestone, such as milestone name, due date, status, and related contract information.

Output

JSON

  • id - The unique identifier of the created contract milestone.
  • name - The name of the created contract milestone.
  • status - The status of the created contract milestone.
  • dueDate - The due date of the created contract milestone.
  • contractId - The identifier of the contract to which the milestone belongs.

Dependencies

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

Troubleshooting

  • If the node returns an error about missing required fields, ensure all mandatory contract milestone fields are provided in the 'Fields' property.
  • If the API call fails, verify that the Autotask API credentials are correctly configured and have sufficient permissions.
  • If 'Dry Run' is enabled, no changes will be made; disable it to perform actual creation.

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