Append to Resolution on # incident(s) (tickets only). The resources then have access to the account data when their security level allows account access at the Mine level. Refer to Web Services APIsecurity settings. IMPORTANT Selecting a form template is the equivalent of manually populating the form. NOTE If the APIuser does not have the Contracts impersonation option enabled, it will be unable to specify custom values for the AttachedByContactIDand the CreatedByContactIDfields. This entity's purpose is to describe a payment amount applied to a Retainer type contract and sets the time period covered by the purchase. Log into Autotask and navigate to the menu on the left and click on Admin Tickets define service requests within the Autotask system. The Ticket entity will support the Ticket Category: The following fields are not editable when ticket category is RMA: AccountID, InstalledProductID, TicketType. /*]]>*/Want to tell us more? This entity describes notes created by an Autotask user and associated with a Product entity. Autotask Customer Satisfaction Surveys, One-Click CSAT or CES Ticket How do I connect these two faces together? A cost is a billing item for products or materials. Instructions Navigate to Account > Integrations and create a new integration by using the Autotask option. Thanks for your feedback. Refer to Creating Knowledgebase articles from tickets. If a form template uses a value or provides content that is not allowed in a field by the category or the user's security settings, the field will not be updated. You might want to work with Autotask API's own Visual Studio solutions which are linked on their web services page. Head on over to our Community Forum! create - Autotask Contact Groups are an association of contacts, from one or more companies, that allow PSA users to send bulk email and create notes and/or to-dos simultaneously for all included contacts. This article provides a general technical overview and index of the resources (entities)that you can access via the AutotaskRESTAPI. Using notes in Autotask This entity describes an Autotask Opportunity. Configure your support email address. If ChangeApprovalStatus = Requested, user can change it to Assigned (only). IMPORTANT The SOAP API entered a limited enhancement phase in Q4 2020. But does anyone know what should be used to create a ticket? Ticket - Autotask Enable the Allow Ticket Creation Without Configuration Items option only if you do not track all monitored computers as Autotask Configuration Items. import requests. The ConfigurationItemRelatedItems entity enables you to view, add, and remove related child or parent CIs in Autotask. This entity describes DNSrecords associated with Assets in Autotask. An allocation code represents one of six billing item categories: Work Types and Internal Allocation Codes (. Access deactivation for version 1.5 began in Q1 2022 and will enter its concluding phases in October 2022. This entity represents company (account)categories in Autotask. Such ticket categories are hidden everywhere you select a ticket category when you create or edit a ticket; they are only used when tickets are created via the API. Want to talk about it? You cannot use the API to create items that contain Rich Text, but you can add Rich Text later via a supported method. The following results have been performed on the sandbox of Autotask, to which I have a RTT of about 150-180MS. This entity describes an Autotask Resource. the URL but request it using, Create Tickets in autotask using REST api in python, webservices.autotask.net/atservicesrest/v1.0/, How Intuit democratizes AI development across teams through reusability. Associates a Skill with a Resource to provide information about the skills or abilities of the resource. Have an idea for a new feature? Automatically Close Ticket using the API Extension Callout - N-able If setting equals 'Never' then the API will not require the QueueID value. That InstalledProduct must also reference a Product that is EligibleForRma. The company handles all billing for the business unit. [CDATA[*/ Is there any way for you to see what the response from Autotask is? Once you have connected Powershell to Autotask (see my previous post for a howto), you can query, create and update everything that the API allows.In this post I will show you how to create a new ticket, but the method is the . This entity describes visual identifiers that you can use to categorize and search for Companies. This entity's purpose is to describe a multi-level approval record for an Autotask time entry. About note types. This entity describes a ticket category applied to tickets in Autotask to specify features and fields that appear on the ticket detail. Autotask REST API resources This entity contains the attachments for the ExpenseReports entity. It outlines the steps that must be performed to complete the ticket or task. . This is by far the best wrapper for the SOAP API. Tickets where Type = Service Request cannot be associated with a ProblemTicket ID. This entity describes an instance of hardware, software, or a material item in Autotask that a company sells or supports for customers. This entity describes an association of contacts, from one or more companies, which allows PSA users to send bulk email and create notes and/or to-dos simultaneously for all included contacts. Only the incidents of problem tickets will have their status updated. This entity's purpose is to describe a Type, for example, printer, server, or workstation, assigned to a Asset in Autotask. /*Incoming email processing - Autotask Create Quote. Head on over to our Community Forum! Visit our SOAP API lifecycle FAQ article to learn more. We recommend that you create a new resource (Autotask user account) for the integration, so that it is separate from other user accounts. It shows the Task Number or Ticket Number, Task Title or Ticket Title, and Company fields, plus the quick copy icons. To learn more, refer to The Rich Text editor. NOTE If Knowledgebase is enabled and the ticket is used to create a Knowledgebase article, the contents of the Resolution field appear in the article. Quote Items define a line item added to an Autotask Quote. Visit the Ideas forum! Every resource is associated with a location. This entity's purpose is to describe a line item associated with an Expense Report entity. This entity allows you to track the progress of the opportunity and generate sales forecasts. The application records an error when the maximum number of retries (5) have occurred for an event, but the payload could not be delivered. Currently, the API provides the following actions: GET, PUT, PATCH, POST, and DELETE. We're using Power Apps to capture information and then Flow passes it to Autotask, i can pull information using GET but unable to create anything. This check box will only appear if the ticket to which the note or time entry is being added is a problem ticket with at least one incident. function SendLinkByMail(href) { To make calls to the entities of the AutotaskRESTAPI, you will need to use their resource access URLs or child collection access URLs. You may also update UDFs for entity types that allow update and create. TicketType must = Incident before the ticket can be associated with a ProblemTicketID. This entity's purpose is to describe a Service entity assigned to a ServiceBundle entity. The ChangeManagement module must be enabled to create a new ticket with TicketType = Change Request. This entity is only used by multi-currency databases. The change request approval process is part of the Autotask Change Management feature set. Some fields on Entities require an id to a parent Entity. You'll need to ensure that you configure the security level of the impersonated resource to allow impersonation. In Autotask, you can create ticket categories that are identified as API-Only. /*]]>*/Want to tell us more? All fields are read-only. Zapier's automation tools make it easy to connect Autotask and Microsoft Excel. An opportunity is a forecasted piece of business; an identifiable prospect that needs a product or service and offers a potential sale, project, or contract. [CDATA[*/ If the ticket category has only the due date or only the due time configured, then the API Ticket.DueDateTime will be required, and not supplying a value will return an error message. It describes whether a Role Hourly Rate on the Price List uses the internal currency or an external currency, and if it is external, lets you set the price in that currency. If the ticket does not have a value for a role, the check box for that recipient will still be enabled, because they can still be selected on the Notification panel. Every time i get a very helpful "Internal Server Error" message back, nothing else. Autotaskincludes a time off policy management feature that enables your company to track employee time off benefits. This allows the field to be cleared for tickets that are not Change Request type tickets. } Currently, the API provides the following actions: GET, PUT, PATCH, POST, and DELETE. For more information, refer to Time Entry/Note Quick Edit Fields. If you send the content back, the Rich Text and all images that it contains will be lost. A Contact is an individual associated with a Company. Visit the Ideas forum! Want to talk about it? The Action Type specifies the type of activity scheduled by the to-do or associated with the note and the actionType View controls where the Note or To-do appears in the user interface. This entity's purpose is to describe a note associated with an Autotask Contract. While this is not possible in the UI, in the API, you can create tickets with a ticket category of 'API.'. function SendLinkByMail(href) { This entity's purpose is to describe a cost associated with an Autotask Project. Thanks for contributing an answer to Stack Overflow! The date/time stamp indicates the date and time the status was last refreshed from the task or ticket. The API does not respect the TicketCategory's 'required' and 'available list item' settings, with the exception of the 'Queue is Required' setting. This entity describes a ticket category applied to tickets in Autotask to specify features and fields that appear on the ticket detail. This entity's purpose is to describe a cost associated with a Change Order to an Autotask Project. function SendLinkByMail(href) { The client can access and act on the entity's field parameters: supplying, updating, or deleting the field data. Access deactivation for version 1.5 began in Q1 2022 and will enter its concluding phases in October 2022. For more information about fields marked as picklists, review our Understanding picklists article. xml - Autotask Web Service API integration with C# - Stack Overflow This entity describes an Autotask project Phase. If TicketType = Problem and incidents are associated with the ticket, TicketType cannot be changed to Incident or Service Request until the incidents are disassociated from the ticket. } This entity's purpose is to describe a reusable set of roles and work types that are excluded from the contract to which the set applies. Also create Note/Attachment on # incident(s) (tickets only). These notifications will include notifications for lack of Company or Configuration Item mapping. How to connect Autotask + Microsoft Excel - Zapier This entity represents a document in Autotask. Can airtags be tracked from an iMac desktop, with no iPhone? Tasks are associated with a Project and define work that must be done. AllocationCodeID is required on create() and update() if your company has enabled the Autotask system setting that requires a Work Type on a Ticket. Thanks for your feedback. A cost is a billing item for products or materials. This object describes notes created by an Autotask user and associated to a Project entity. For child collection access URLs and specific entity names, refer to the individual articles linked in the List of Entities section of this article. Notes can be searched and viewed from one place using the Global Notes Search, accessed from > Home >Search > Global Notes Search or > Reports > Other >General. Every attempt gives me a 500 server error. Autotask users manage Asset notes on Assets. To open the page, use the path (s) in the Security and navigation section above. Open the Kaseya Helpdesk. They can click New Ticket on the Autotask interface sub-navigation menu to open the New Ticket window. You can individually configure the following entities to allow querying, adding, editing, and deleting (bold items only): For more information about impersonation security levels, refer to Allow impersonation of resources with this security level. They can click New Ticket on the Autotask interface sub-navigation menu to open the New Ticket window. By clicking Accept all cookies, you agree Stack Exchange can store cookies on your device and disclose information in accordance with our Cookie Policy. This entity's purpose is to describe a ticket category, applied to tickets in Autotask to specify features and fields that appear on the ticket detail. IMPORTANT The SOAP API entered a limited enhancement phase in Q4 2020. This entity's purpose is to describe a billing milestone for an Autotask Fixed Price type Contract. Calculated in hours only. 3. Invoice templates define the appearance and content of an invoice generated by Autotask. When you enable the Organizational Structure feature in Autotask, this object describes an Autotask Resource association with an organizational structure pairing of OrganizationalLevel1 and OrganizationalLevel2 (OrganizationalLevelAssociation entity). All active note types of the category Task are available, plus the current selection even if it is inactive. Saves and closes the note or time entry and opens the Forward/Modify Ticket(s) page. permission is required. This entity represents time off requests submitted by Autotaskusers. The ticket must be associated to either the contact's account or any of its child accounts. Thanks for your feedback. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; Create Tickets in autotask using REST api in python Ask Question Asked 7 months ago Modified 7 months ago Viewed 145 times 0 I am new to autotask. } /*