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Autotask

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

Actions524

Quote Template → Get

AI-generated

Overview

This node operation retrieves a specific quote template from the Autotask PSA system using the provided Quote Template ID. It is useful for scenarios where you need to fetch detailed information about a particular quote template, such as for review, editing, or integration with other systems.

Use Case Examples

  1. Retrieve a quote template by its ID to display its details in a custom dashboard.
  2. Fetch a quote template to use its data for generating a new quote document automatically.

Properties

Name Meaning
Quote Template ID The ID of the quote template to retrieve, required to specify which quote template to fetch.
Add Picklist Labels Whether to automatically add "_label" fields for picklist fields with human-readable values (no labels will be added for empty values).
Add Reference Labels Whether to automatically add "_label" fields for reference fields with human-readable values (no labels will be added for empty values).
Select Columns Names or IDs. Choose which fields to include in the response. If no fields are selected, all fields will be returned. The ID field is always included regardless of selection.
Flatten User-Defined Fields Whether to bring user-defined fields up to the top level of each object, making UDFs accessible as top-level properties instead of nested in the userDefinedFields array.

Output

JSON

  • id - The unique identifier of the quote template.
  • name - The name of the quote template.
  • description - Description or details about the quote template.
  • fields - Other fields of the quote template as returned by the Autotask API, including any selected columns and labels added based on options.

Dependencies

  • An API key credential for Autotask PSA REST API authentication

Troubleshooting

  • Ensure the Quote Template ID is valid and exists in the Autotask system to avoid 'not found' errors.
  • Check API credentials and permissions if authentication errors occur.
  • If no fields are returned, verify the 'Select Columns' property or try leaving it empty to fetch all fields.

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