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Autotask

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

Actions524

Quote Item → Update

AI-generated

Overview

This node operation updates an existing Quote Item in the Autotask PSA system. It is useful for scenarios where you need to modify details of a specific quote item, such as changing quantities, descriptions, prices, or other attributes associated with the quote item. For example, a sales team might use this operation to update a quote item after negotiating terms with a customer.

Use Case Examples

  1. Updating the quantity or price of a quote item in a sales quote.
  2. Modifying the description or other custom fields of a quote item before finalizing a quote.

Properties

Name Meaning
Quote Item ID The unique identifier of the quote item to update. This is required to specify which quote item will be modified.
Dry Run A boolean flag to indicate whether to perform a dry run. When enabled, the node returns a preview of the request that would be sent to Autotask without actually executing the update. Useful for testing and validation.
Fields The fields of the quote item to update, specified using a resource mapper. This allows defining which properties of the quote item should be changed and their new values.

Output

JSON

  • id - The ID of the updated quote item.
  • fieldsUpdated - Details of the fields that were updated in the quote item.
  • status - The status of the update operation, e.g., success or failure.

Dependencies

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

Troubleshooting

  • Ensure the Quote Item ID is correct and exists in the Autotask system to avoid 'not found' errors.
  • If Dry Run is enabled, no changes will be made; disable it to perform actual updates.
  • Check API credentials and permissions if the update operation fails due to authorization issues.
  • Validate the fields to update are supported and correctly formatted to prevent validation errors.

Links

Discussion