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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 (Advanced)

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Overview

This node operation retrieves multiple Contract Note records from the Autotask PSA system using advanced filtering criteria. It is useful for scenarios where users need to query contract notes with specific conditions, such as filtering by date, status, or other custom fields, and control the number of records returned. For example, a user might want to fetch all contract notes related to a particular contract within a date range or with certain keywords in the note content.

Use Case Examples

  1. Retrieve all contract notes for a specific contract ID with a custom filter.
  2. Fetch up to 100 contract notes that match advanced JSON filter criteria.

Properties

Name Meaning
Get All Whether to return all results or only up to a given limit.
Max Records Maximum number of contract note records to return when 'Get All' is false.
Advanced Filter A JSON string containing a 'filter' array with Autotask API query criteria to filter contract notes.
Add Picklist Labels Whether to automatically add '_label' fields for picklist fields with human-readable values.
Add Reference Labels Whether to automatically add '_label' fields for reference fields with human-readable values.
Select Columns Names or IDs Choose which fields to include in the response. If no fields are selected, all fields will be returned. The ID field is always included regardless of selection.
Flatten User-Defined Fields Whether to bring user-defined fields up to the top level of each object for easier access.

Output

JSON

  • id - Unique identifier of the contract note.
  • content - Content or text of the contract note.
  • createdDate - Date when the contract note was created.
  • modifiedDate - Date when the contract note was last modified.
  • contractId - Identifier of the contract associated with the note.
  • userDefinedFields - Array of user-defined fields related to the contract note, if not flattened.
  • _label - Additional human-readable labels for picklist or reference fields if enabled.

Dependencies

  • Autotask PSA REST API
  • API key credential for authentication

Troubleshooting

  • Ensure the advanced filter JSON is correctly formatted and matches Autotask API query criteria to avoid errors.
  • If no records are returned, verify the filter criteria and the selected columns to ensure they exist and are accessible.
  • Authentication errors may occur if API credentials are invalid or expired; verify and update credentials as needed.
  • Rate limiting by the Autotask API may cause request failures; monitor usage and apply retries or backoff as necessary.

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