AutotaskInstall

Summary

List Quotes from Autotask with optional filtering, pagination, and field selection.

Inputs

• Return All — Whether to return all results or only up to a given Limit. When false, the Limit parameter applies; when true, all matching records are returned regardless of Limit. Default: false. Type: boolean.
• Limit — Maximum number of results to return when Return All is false. Ignored if Return All is true. Must be ≥ 1. Default: 50. Type: number.
• Include Fields — Optional comma‑separated list of fields to include in each quote object (e.g. id,name,createDate). Leave blank to return all fields. Type: string.
• Name Contains — Filter to quotes whose name contains the specified text (case‑insensitive substring match). Type: string.
• Company — Filter to quotes for the selected company. Value is the numeric company ID loaded via the getCompanies load‑options method. Type: options.
• Opportunity ID — Filter to quotes linked to the specified opportunity ID. Type: string.
• Created After — Include only quotes created on or after this date/time. Type: dateTime.
• Created Before — Include only quotes created on or before this date/time. Type: dateTime.
• Use Advanced Filters — Show advanced filter controls (row‑builder + raw JSON). When enabled, the Advanced Filters and Custom Filter (JSON) parameters are visible. Default: false. Type: boolean.
• Advanced Filters — Collection of filter clauses joined with AND. Each clause consists of a field, operator, value, and an optional UDF flag. Ignored unless Use Advanced Filters is true. Type: fixedCollection.
• Custom Filter (JSON) — Raw Autotask filter array that is merged with the quick and advanced filters. Use for OR groups, nested clauses, or any filter not expressible via the UI. Default: [] . Type: json.
• Header Overrides — Optional request headers, e.g. to specify an impersonation resource ID that overrides the credential default. Type: collection.

Output shape

array

Each element is a quote object containing the fields requested via Include Fields (or all fields if Include Fields is empty). When Return All is false, the array length is limited to the Limit value; when true, all matching quotes are returned.

Examples

Example 1: Get the 10 most recent quotes for a specific company

Set Company to the desired company, Leave Return All false, set Limit to 10, omit Created Before/After to get latest.

Example 2: Retrieve all quotes whose name contains 'Annual' and were created in 2024

Set Name Contains to 'Annual', Created After to 2024‑01‑01, Created Before to 2024‑12‑31, Return All true.

Links

• n8n community nodes installation guide