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Autotask

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

Actions524

Contract Note → Get Many

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Overview

This node operation retrieves multiple contract notes from the Autotask PSA system. It is useful for scenarios where you need to fetch a list of notes associated with contracts, such as for reporting, auditing, or integration with other systems. For example, you might use this operation to get all notes related to a specific contract or to review recent contract communications.

Use Case Examples

  1. Fetch all contract notes for a given contract to display in a dashboard.
  2. Retrieve the latest 50 contract notes for auditing purposes.

Properties

Name Meaning
Get All Whether to return all contract notes or limit the number of results.
Max Records Maximum number of contract notes to return when not returning all. Range is 1 to 500.
Add Picklist Labels Automatically add human-readable labels for picklist fields in the output.
Add Reference Labels Automatically add human-readable labels for reference fields in the output.
Select Columns Names or IDs Specify which fields to include in the response. If none selected, all fields are returned. The ID field is always included.
Flatten User-Defined Fields Bring user-defined fields to the top level of each object instead of nested in an array.

Output

JSON

  • id - Unique identifier of the contract note.
  • contractId - Identifier of the contract associated with the note.
  • note - Content of the contract note.
  • createdDate - Date and time when the note was created.
  • createdBy - User who created the note.
  • picklistLabels - Human-readable labels for any picklist fields included in the note.
  • referenceLabels - Human-readable labels for any reference fields included in the note.
  • userDefinedFields - Custom fields defined by the user, optionally flattened to top-level properties.

Dependencies

  • An API key credential for Autotask PSA REST API

Troubleshooting

  • Ensure the API credentials are correctly configured and have sufficient permissions to access contract notes.
  • If the node returns no data, verify that contract notes exist and the query parameters (like max records) are set appropriately.
  • Errors related to rate limits may occur; ensure the API rate limits are respected or use the built-in rate tracking feature.

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