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Autotask

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

Actions524

Contract → Create

AI-generated

Overview

This node operation allows users to create a new contract in Kaseya's Autotask PSA system. It is useful for automating contract management workflows, such as adding new service agreements or client contracts programmatically. For example, a business can use this node to automatically create contracts when onboarding new clients or when integrating contract creation into a larger business process.

Use Case Examples

  1. Automatically create a new contract when a sales deal is closed.
  2. Generate contracts based on predefined templates and client data.

Properties

Name Meaning
Dry Run Whether to return a request preview instead of executing the operation. Useful for testing and validation. When enabled, no API call is made; instead, it returns the request details that would be sent, making no changes to Autotask.
Fields Fields to map for the contract creation. This property allows defining or mapping the contract fields to be sent in the create request. It supports auto-mapping and multi-key matching to facilitate field population.

Output

JSON

  • id - The unique identifier of the created contract.
  • contractNumber - The contract number assigned by Autotask.
  • name - The name of the contract.
  • status - The status of the contract after creation.
  • startDate - The start date of the contract.
  • endDate - The end date of the contract.
  • billingType - The billing type associated with the contract.
  • details - Additional details or metadata about the created contract.

Dependencies

  • An API key credential for Autotask PSA REST API authentication.

Troubleshooting

  • If the node returns an error about missing or invalid fields, verify that all required contract fields are correctly mapped in the 'Fields' property.
  • If the 'Dry Run' option is enabled, no contract will be created; disable it to perform actual creation.
  • Authentication errors indicate issues with the provided API credentials; ensure the API key and integration code are valid and have sufficient permissions.
  • Network or API rate limit errors may occur; check API usage limits and retry after some time.

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