This entity describes an individual business unit that has an association with a company in Autotask. Within Autotask navigate to Homepage > Admin > Features & Settings; Tip - click the images to make them larger. With the granular ticket security features implemented in the 2016.1 release, the API Ticket entity will respect the View, Add, and Edit permissions assigned to the logged in end user, EXCEPT the API will not respect the 'Mine + Accounts' setting. If the ticket has no associated posted items and Ticket.AccountID is changed, any associated (non-posted) Contract, TimeEntries, or TicketCosts are set to Null, along with any Service or ServiceBundle items associated with the TimeEntries or TicketCosts. If you open this dialog box or page from the Edit Ticket page, this check box will not appear. [CDATA[*/ The Status field is required on all tickets and project tasks, regardless of category. Although the data will remain intact and will be reportable, it will not be viewable in the ticket in Autotask. If an association is removed from a resource and that pairing is set as the default, that default is not removed. RESTAPIsupportability and query thresholds, Using Swagger UIto explore REST API requests. This entity's purpose is to describe a billing role that is excluded from the contract to which the set applies. Does ZnSO4 + H2 at high pressure reverses to Zn + H2SO4? Set up the Autotask trigger, and make magic happen automatically in Microsoft Excel. This entity describes an Attachment in Autotask. Namely the VS solutions are here. When an inventory product is manually created, stocked items are also created. You can only associate it with a Quote entity. NAVIGATION Zapier's automation tools make it easy to connect Autotask and Microsoft Excel. This entity contains the attachments for the SalesOrders entity. Service calls are instances of time, with specified start and stop times, that are scheduled to perform work for a Company. When you enable the Organizational Structure feature in Autotask, this object describes an organizational structure Line of Business. This entity represents articles created by Knowledgebase users in Autotask. You can use notes to track information, update the status of the associated contract, and communicate with resources and customers. This entity describes an Autotask Service Bundle added to a Recurring Service contract. Three read only fields, MonitorID, MonitorTypeID, and RMMAlertID are currently available for use by the Autotask RMM integration only. 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. This entity describes visual identifiers that you can use to categorize and search for Companies. Some fields on Entities require an id to a parent Entity. Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. If setting equals 'Never' then the API will not require the QueueID value. 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. Associates a Skill with a Resource to provide information about the skills or abilities of the resource. LastActivityPersonType values indicating whether the initiator of the last activity was a resource or a contact. Refer to WebhookUdfFields (RESTAPI). 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. LOB security is respected in the API. This entity describes the refund or credit charge that generates when the RMA is set as Authorized on a ticket with the RMA ticket category. Click on Service Desk/Ticket Categories. The returned body will be super useful going forward if you can get it though! This entity enables your authorized third-party apps or modules to query the categories that can be associated with an opportunity in Autotask. How to follow the signal when reading the schematic? Other fields related to change request will accept values when Change Management is not enabled, but that data will not be available through the UI. } This is an event a Zap performs. /*Extension Callout (Tickets) - Autotask The client can access and act on the entity's field parameters: supplying, updating, or deleting the field data. This entity contains attachments for the Projects entity. From the main navigation menu click Admin/Features & Settings. This allows the field to be cleared for tickets that are not Change Request type tickets. The following results have been performed on the sandbox of Autotask, to which I have a RTT of about 150-180MS. rev2023.3.3.43278. The company handles all billing for the business unit. Each of the entities inherits from the Autotask base class Entity. This entity describes an Autotask Department. This is by far the best wrapper for the SOAP API. This entity describes an Autotask Inventory location, that is, a physical or virtual place where your company stores or assigns inventory items. If the ticket category = 'RMA', the InstalledProductID is required. Incidents on Change Request tickets will not be updated. Currently, the API provides the following actions: GET, PUT, PATCH, POST, and DELETE. [CDATA[*/ It has code to get popular entities like accounts, tickets, contacts etc. All text formatting and images will be lost. On update(), InstalledProduct.ID cannot be updated to an InstalledProduct where InstalledProduct.AccountID Ticket.AccountID. Currently, the API provides the following actions: GET, PUT, PATCH, POST, and DELETE. If no value is provided for Ticket.Source when a ticket is created via the API, the default Source value is returned on update. For more information, check out the Datto/Autotask page about this module too. 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 entity contains attachments for the Companies entity. The Autotask REST API presents selected Autotask resources as programming objects that allow the client to perform actions on them. Create Workflow Rules to Set Ticket Severity Level In Autotask, you can set the ticket severity level by creating workflow rules using information provided in the Ticket Title or Description fields. This entity describes an Autotask Project. By clicking Post Your Answer, you agree to our terms of service, privacy policy and cookie policy. resource and child collection access URLs, Resource and child collection access URLs, Finding resource and child access URLs of REST API entities, Allow impersonation of resources with this security level, ArticleConfigurationItemCategoryAssociations, WebhookExcludedResources (REST), ConfigurationItemBillingProductAssociations, Using Swagger UIto explore REST API requests, Need troubleshooting help? For more information, refer to Notification panel. From the pull-down menu, When updating a field that has Rich Text, the APIwill return the text-only version of the field. Tasks are associated with a Project and define work that must be done. The value you select will be set as the status of the parent entity when the dialog box or page is saved. You cannot use the API to create items that contain Rich Text, but you can add Rich Text later via a supported method. The API-only user's security level must allow impersonation on the entity type. The function of this entity is to describe the resources associated with a Company Team. Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. Autotask: Line of Business (LOB) Key Things to Know Phases allow users to break projects into sub-groups of project tasks. /*]]>*/Want to tell us more? Where developers & technologists share private knowledge with coworkers, Reach developers & technologists worldwide, Read the instructions and follow the path. This check box appears on task notes, ticket notes and both task and ticket quick notes and quick replies. This entity describes an Autotask Ticket. ConfigurationItemWebhookExcludedResources. This object associates a Product entity with a PurchaseOrder entity. Autotask: Ticketing and Asset Tracking Integration window.open(uri); The 'YYYYMMDD' value must be a date less than or equal to today's date. This entity's purpose is to describe a cost associated with an Autotask contract. IMPORTANT When this feature is released, we will change the Publish settings of ticket and task notes and attachments to Internal &Co-managed for all tickets and tasks where the Co-managed Visibility is set to Visible. Open the Datto Help Center. Have an idea for a new feature? An allocation code represents one of six billing item categories: Work Types and Internal Allocation Codes (. function SendLinkByMail(href) { The API can complete a ticket that has one or more incomplete 'Important' Checklist items. Adding or editing an API user - autotask.net For detailed information, refer to The task or ticket stopwatch. An attempt to create a Ticket using a Resource + Role combination with an inactive Role will trigger an error. This entity's purpose is to describe a Type, for example, printer, server, or workstation, assigned to a Asset in Autotask. On the incidents, the Internal Notes are created as a reply to the Summary Notes. Automatically Close Ticket using the API Extension Callout - N-able This check box only appears for notes and time entries on problem tickets associated with one or more incidents. This entity's purpose is to describe a Vendor type Company with an association to an Autotask Product. You cannot use the API to create items that contain Rich Text, but you can add Rich Text later via a supported method. Have an idea for a new feature? This entity's purpose is to describe a skill or ability that you can associate with a Resource via the ResourceSkill entity. Either click the template or click. What is a word for the arcane equivalent of a monastery? Some Read-Only fields must be supplied for a create, so while they are initially required, once the entity has been created, you cannot change them. To learn more, refer to The Rich Text editor. This entity contains SSLSubject Alternative Name (SAN) records associated with the ConfigurationItemsentity in Autotask. In this section, you add new attachments. /*create - Autotask It is only available through the REST API.