autotask api create ticket
IMPORTANT The SOAP API entered a limited enhancement phase in Q4 2020. Thanks for your feedback. 1. Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. The REST API permits you to retrieve values for all entity UDFs via the query method. The client can access and act on the entity's field parameters: supplying, updating, or deleting the field data. This entity enables your authorized third-party apps or modules to query the categories that can be associated with an opportunity in Autotask. To use a speed code, enter it in the field. Where developers & technologists share private knowledge with coworkers, Reach developers & technologists worldwide, Read the instructions and follow the path. We recommend that you create a new resource (Autotask user account) for the integration, so that it is separate from other user accounts. User-defined fields are custom fields that each Autotask customer can add to their Company, Contact, Opportunity, Sales Order, Projects, Products, Assets, Ticket, and Tasktables. NOTE If the InstalledProduct value is not being updated, and for some reason it is already associated with an Account that is different from the Ticket Account, the update() will not fail. To verify and configure these settings perform the following steps. This entity describes an Autotask Role. The ConfigurationItemRelatedItems entity enables you to view, add, and remove related child or parent CIs 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. The API user security level has access to contact impersonation for tickets. This data will not change during update operations. It was a requirement for soap though as the other reply says. I think I posted the beginning of that script in here that will get you connected via Powershell and how to create the ticket. The integration uses the Autotask Web Services API for automatic ticket creation in Autotask. This entity's purpose is to describe a cost associated with an Autotask contract. If the ticket type = Change Request, then ChangeApprovalType is set to the default value. Expand RESOURCES/USERS (HR) and click Resources/Users; Tip - click the images to make them larger. It allows you to create, query, and update expense line items through the API. This entity's purpose is to describe a Country as defined in the Autotask CRM module. The API will set the impersonated users name and impersonatorCreatorResourceID value as the content creator during create operations. It describes whether a Product 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. The entity exists for billing use purposes. /*]]>*/Want to tell us more? 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 . Want to talk about it? A resource must have at least one role assignment. The template corresponding to the speed code will be highlighted automatically. To learn more, refer to our AutotaskRESTAPIcalls >Timestamp format article. This entity describes an approved and posted billable item in Autotask. Visit the Ideas forum! /* Home >Search > Global Notes Search or > Reports > Other >General. About an argument in Famine, Affluence and Morality, Redoing the align environment with a specific formatting. Want to talk about it? Head on over to our Community Forum! This entity represents associations between asset categories and documents in Autotask. [CDATA[*/ The InventoryProducts entity is the container where you define inventory location, minimum and maximum stocking levels, and can see the summary of the product (Available, Reserved, etc.). It describes whether a Product on the Price List uses the internal currency or an external currency for a Product Tier, and if it is external, lets you set the price in that currency. The Autotask REST API presents selected Autotask resources as programming objects that allow the client to perform actions on them. Wherever it is available, it tracks essential information about the record. The stopwatch starts running as soon as you open the task, ticket or time entry page. Although you can query this entity, it contains one or more fields that are not queryable. If ChangeApprovalStatus = Requested, user can change it to Assigned (only). Edit: oh and for the REST API, the ID field isn't needed, just so you are aware. 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. This entity describes an Autotask Inventory module Purchase Order. Invoices include Billing Items that have been approved and posted and are being billed to a customer or presented for information purposes only. This object describes notes created by an Autotask user and associated with a Asset entity. It describes whether a Service 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. 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. By accepting all cookies, you agree to our use of cookies to deliver and maintain our services and site, improve the quality of Reddit, personalize Reddit content and advertising, and measure the effectiveness of advertising. You can find these fields in the entity description under 'Fields that Cannot Be Queried.'. In Autotask, sales orders are associated to Opportunities. This entity surfaces the Autotaskversion number. Is it possible to rotate a window 90 degrees if it has the same length and width? Notes published . ConfigurationItemWebhookExcludedResources. This entity describes a ticket category applied to tickets in Autotask to specify features and fields that appear on the ticket detail. It allows you to configure tiered or volume pricing for the billing product. } If the ticket category = 'RMA', and no value is supplied for the Contact field, it will be set to the contact of the supplied asset. This entity describes an Autotask Resource. Notes published to All Autotask Users are visible to customers. Reddit and its partners use cookies and similar technologies to provide you with a better experience. This entity contains notes for documents in Autotask. You can update an existing Ticket that has a Resource + Role combination that uses an inactive role. /**/Want to tell us more? The status field describes how close a ticket is to resolution, or how close a task is to completion. This entity describes an Autotask Company Contact that has access permissions for the Client Access Portal. Integration vendors If you edit a note or time entry that is associated with existing attachments, they appear in a separate Attachments section. Refer to the About entity fields section of this article for more information. Logon to the Datto (AutoTask) PSA. Click on Service Desk/Ticket Categories. LOB security is respected in the API. Create Ticket using API Hello, i've been trying to create a ticket in Autotask using the API but the documentation (as everyone has already mentioned) is virtually useless. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; Autotask users manage Asset notes on Assets. Each entity type object contains an array of properties that describe instances of the entity type. Thanks for your feedback. Have an idea for a new feature? You can assign it to any resource and associate it with a Contract, Ticket, or Opportunity. Open the Kaseya Helpdesk. Autotask Service Bundles group multiple Services for purchase. This entity describes an Attachment in Autotask. For child collection access URLs and specific entity names, refer to the individual articles linked in the List of Entities section of this article. Visit the Ideas forum! ChangeInfoFields are available regardless of whether they are Active or Inactive. This check box appears on task notes, ticket notes and both task and ticket quick notes and quick replies. This field is required unless the supplied ticket category or the user's default ticket category has both the Due Date and Due Time configured. ServiceLevelAgreementPausedNextEventHours (read only) is calculated as the time differential between the most recent time the ticket status changed to Waiting Customer and the time of the next SLA target. TicketType must = Incident before the ticket can be associated with a ProblemTicketID. 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. The function of this entity is to describe the associations between Change Request tickets and both Incidents and Problems. } All active note types of the category Task are available, plus the current selection even if it is inactive. The Status defaults to the current status of the parent entity when the page or dialog box is opened. This may be a difference between the SOAP and the REST API, but on SOAP new tickets require the id to be set as 0. This entity's purpose is to describe a cost associated with a Change Order to an Autotask Project. Select OK to apply; Setup Extension Callout. A resource can be associated with multiple LOBs; entities cannot. When you use the APIto update this field, the RESTAPIwill return the text-only version of its content. Access deactivation for version 1.5 began in Q1 2022 and will enter its concluding phases in October 2022. If there is already text in the Resolution field, two line breaks will separate the existing text from the text added. Access to version 1.6 will deactivate in Q4 2024. This entity contains tag associations for documents in Autotask. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;
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autotask api create ticket