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Autotask

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

Actions524

Contract Rate → Create

AI-generated

Overview

This node operation creates a new Contract Rate in the Autotask PSA system. It is useful for automating the addition of contract rate entries, which define billing rates associated with contracts. For example, a user can create a contract rate to specify hourly billing rates for different services or roles within a contract.

Use Case Examples

  1. Create a new contract rate with specific billing details for a contract to automate billing processes.
  2. Add contract rates dynamically based on project or client requirements to streamline contract management.

Properties

Name Meaning
Dry Run Whether to return a request preview instead of executing the operation. Useful for testing and validation without making changes to Autotask.
Fields The fields to map for the contract rate creation. This includes all necessary data fields required to define the contract rate, such as rate amount, contract ID, and other relevant attributes.

Output

JSON

  • id - The unique identifier of the created contract rate.
  • contractId - The identifier of the contract to which the rate applies.
  • rate - The billing rate value defined in the contract rate.
  • effectiveDate - The date from which the contract rate is effective.
  • expirationDate - The date until which the contract rate is valid.

Dependencies

  • An API key credential for authenticating with the Autotask PSA REST API.

Troubleshooting

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

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