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Autotask

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

Actions524

Quote Item → Delete

AI-generated

Overview

This node operation deletes a specific Quote Item in the Autotask PSA system. It is useful for scenarios where you need to remove outdated or incorrect quote items from your quotes to maintain accurate sales and billing records. For example, if a quote item was added by mistake or is no longer relevant, this operation allows you to delete it by specifying its unique ID.

Use Case Examples

  1. Deleting a quote item by providing its Quote Item ID to clean up a quote before sending it to a client.
  2. Removing obsolete quote items from a quote to ensure accurate billing and reporting.

Properties

Name Meaning
Quote Item ID The unique identifier of the quote item to be deleted. This is a required field.
Dry Run A boolean flag to indicate whether to perform a dry run. When enabled, the node returns a preview of the delete request without actually executing it, useful for testing and validation.

Output

JSON

  • json - The JSON response from the Autotask API after attempting to delete the quote item, typically indicating success or failure of the operation.

Dependencies

  • Requires an API key credential for Autotask PSA REST API authentication.

Troubleshooting

  • Ensure the Quote Item ID provided is correct and exists in the Autotask system; otherwise, the delete operation will fail.
  • If Dry Run is enabled, no changes will be made; verify the request preview to confirm correctness before actual execution.
  • Common errors include authentication failures due to invalid API credentials or permission issues preventing deletion of the quote item.

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