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Autotask

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

Actions524

Quote Item → Get

AI-generated

Overview

This node operation retrieves a specific Quote Item from the Autotask PSA system using its unique ID. It is useful for scenarios where detailed information about a particular quote item is needed, such as fetching pricing details, descriptions, or status for a quote item in sales or project management workflows.

Use Case Examples

  1. Retrieve a quote item by its ID to display detailed information in a CRM dashboard.
  2. Fetch a quote item to update or validate its data before processing an order.

Properties

Name Meaning
Quote Item ID The unique identifier of the quote item to retrieve, required for the get operation.
Add Picklist Labels Whether to automatically add human-readable '_label' fields for picklist fields in the response, enhancing readability.
Add Reference Labels Whether to automatically add human-readable '_label' fields for reference fields in the response, enhancing readability.
Select Columns Names or IDs. Specify which fields to include in the response. If none are selected, all fields are returned. The ID field is always included.
Flatten User-Defined Fields Whether to bring user-defined fields (UDFs) up to the top level of the returned object instead of nested inside an array, simplifying access.

Output

JSON

  • id - The unique identifier of the quote item.
  • fields - The data fields of the quote item, including standard and user-defined fields, optionally flattened.
  • _label - Additional human-readable labels for picklist and reference fields if enabled.

Dependencies

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

Troubleshooting

  • Ensure the Quote Item ID is correctly provided and exists in the Autotask system to avoid 'not found' errors.
  • If labels are not appearing as expected, verify that 'Add Picklist Labels' and 'Add Reference Labels' options are enabled.
  • Check API credentials and permissions if the node fails to authenticate or retrieve data.

Links

Discussion