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Autotask

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

Actions524

Contract Note → Create

AI-generated

Overview

This node operation creates a new Contract Note in Kaseya's Autotask PSA system. It is useful for automating the addition of notes to contracts, which can help in tracking contract-related communications, updates, or important information. For example, a user can automate the creation of contract notes when certain contract milestones are reached or when specific contract-related events occur.

Use Case Examples

  1. Automatically add a note to a contract when a milestone is completed.
  2. Create a contract note to document changes or updates to a contract during a workflow.

Properties

Name Meaning
Dry Run Whether to return a request preview instead of executing the operation. Useful for testing and validation without making actual changes.
Impersonation Resource ID Optional resource ID to impersonate for write requests. If set, the operation will be performed as this resource instead of the credential user.
Proceed Without Impersonation If Denied Whether to retry denied impersonated writes once without impersonation and proceed as the API user. Only applies when Impersonation Resource ID is set.
Fields Fields to map for the contract note creation. This defines the data to be sent in the create request, such as note content, related contract ID, and other relevant fields.

Output

JSON

  • id - The unique identifier of the created contract note.
  • contractId - The ID of the contract to which the note is attached.
  • note - The content of the contract note.
  • createdDate - The date and time when the contract note was created.
  • createdBy - The user or resource who created the contract note.

Dependencies

  • Kaseya Autotask PSA REST API with appropriate API credentials

Troubleshooting

  • Ensure the API credentials have write permissions for contract notes.
  • If impersonation is used, verify the impersonation resource ID is valid and has the necessary permissions.
  • If 'Dry Run' is enabled, no actual creation will occur; disable it to perform the operation.
  • Common errors include authentication failures, permission denied errors, and validation errors on required fields. Check the error messages for details and verify input data.

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