autotask api create ticket

I am using CyberDrain PowerShell module but I am clearly missing something. Every attempt gives me a 500 server error. This entity describes the Resource Role and Department association. /*]]>*/Want to tell us more? If QueueID does not meet the requirement specified by the associated ticket category's 'Queue is Required' setting, as listed below, an error will occur. To complete the attachment process, you must save the note or time entry. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; LastActivityPersonType values indicating whether the initiator of the last activity was a resource or a contact. This entity enables your authorized third-party apps or modules to query the categories that can be associated with an opportunity in Autotask. The RMA ticket category cannot be edited through the API. The function of this entity is to describe the values for custom Additional Invoice Fields that users can add to Autotask for use with Autotask Invoice Templates. I think I posted the beginning of that script in here that will get you connected via Powershell and how to create the ticket. } Want to talk about it? The New and Edit pages for each entity feature a notification panel that is accessed from a persistent handle at the bottom of the page. This entity describes visual identifiers that you can use to categorize and search for Companies. The status field describes how close a ticket is to resolution, or how close a task is to completion. A WorkTypeModifier entity modifies a given Work Type BillingCode. For the OpportunityID field, Opportunity.AccountID must = Ticket.AccountID. The REST API permits you to retrieve values for all entity UDFs via the query method. A ticket workflow rule with a Create Ticket Note . The Autotask REST API Getting started REST API security and authentication REST API revision history Working in the API Introduction to the Autotask REST API Introduction to REST API calls Autotask REST API resources Good to know. This entity's purpose is to describe a billing milestone for an Autotask Fixed Price type Contract. Action. The ticket category controls which fields appear here and in what order. If a status or quick edit field supplied by the dialog fields conflicts with an unsaved change on the Edit Ticket page, the dialogs value will be used.Information on the Insights panel will not be updated until that task or ticket is saved. Although you can query this entity, it contains one or more fields that are not queryable. If you use the Kaseya RMM Extension, tickets generate by using Incoming Email Processing. Create a new record or update an existing record in your app. Every time i get a very helpful "Internal Server Error" message back, nothing else. This is an event a Zap performs. Refer to Time Entry/Note Quick Edit Fields. } If the user sends content back to an unsupported entity, the Rich Text and all images it contains will be lost. Every attempt gives me a 500 server error. For the Autotask REST API, the Read-Only and Required field attributes have the following meanings: It is possible for a field to be both Read-Only and Required. Autotask API Ticket Creation with PowerShell Does anyone have sample code for how to create a ticket using the REST API. This entity describes an Autotask Project. It mirrors the fields found on the. On entities like ticket, task, note, and to-do, the Description field is a core part of the data record. You cannot use the API to create items that contain Rich Text, but you can add Rich Text later via a supported method. The Autotask REST API presents selected Autotask resources as programming objects that allow the client to perform actions on them. The status code getting printed here is 401! Calculated in hours only. Notes have a property called Note Type. ConfigurationItemSslSubjectAlternativeName. If ChangeApprovalStatus = Assigned, user can change it to Requested (only). This allows the field to be cleared for tickets that are not Change Request type tickets. Open the Kaseya Helpdesk. If the current priority is inactive, update() is allowed if the Priority value is not changed, or if Priority is changed to an active value. function SendLinkByMail(href) { The function of this entity is to describe the tax rate charged to a customer for specific goods or services purchased in a specified tax region. Need troubleshooting help? When you enable the Organizational Structure feature in Autotask, this object describes an organizational structure Line of Business. Find centralized, trusted content and collaborate around the technologies you use most. Instructions Navigate to Account > Integrations and create a new integration by using the Autotask option. The entity provides an efficient way to access the details, via the API, to assist with the customer's Autotask implementation. IMPORTANT Selecting a form template is the equivalent of manually populating the form. > Service Desk >Search >Tickets >click Search > open a ticket >Quick Add bar > select Note (Alt+2), NAVIGATION > Projects >Projects > search for a project >click on the Project Name > Schedule > task context menu > General > View Details > Quick Add bar > select Note (Alt+2). This entity's purpose is to describe an asset category. Want to learn about upcoming enhancements? 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. Refer to WebhookUdfFields (RESTAPI). This includes the category field itself. Unless otherwise noted, APIentities do not support the creation or editing of Rich Text content. Yep tried that - on the example given by Autotask it included "Id": "0" on the first line - but it doesn't make any difference. A billing item may or may not be included in an invoice and billed to the customer. Asking for help, clarification, or responding to other answers. A Department is an association the application can use to manage resources, especially when assigning project tasks. The API can complete a ticket that has one or more incomplete 'Important' Checklist items. This entity's purpose is to describe a currency available for use with the Autotask multi-currency installed module. The integration user's security level must allow impersonation of the resource. Field is cleared when ticket comes out of Waiting Customer status and is recalculated every time ticket goes back into Waiting Customer status. } Visit the Ideas forum! Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. A shipping type defines a carrier for a product shipment. All users can view attachments they uploaded. This entity's purpose is to describe a skill or ability that you can associate with a Resource via the ResourceSkill entity. Wherever it is available, it tracks essential information about the record. Refer to Finding resource and child access URLs of REST API entities to learn how to locate these paths. 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. The following results have been performed on the sandbox of Autotask, to which I have a RTT of about 150-180MS. This entity describes notes created by an Autotask user and associated with a Product entity. If the Can edit Status of Complete tickets (does not apply to Autotask Web Services/API) permission is cleared for your security level, you can update the status of incomplete incidents. This entity describes an Autotask Contract Rate. This entity describes an Autotask Notification, as listed in the Notification History page. 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. Reddit and its partners use cookies and similar technologies to provide you with a better experience. A table that lists all standard Autotask fields by Field Name and provides the following information for each field: Field Name, Data Type, Read-Only, Is Required, Reference Name (provided only if the field is a reference), Picklist, and Picklist Parent Column Name (only if the field is a picklist child). Web Services is, however, aware of and will check existing multiple resources on a ticket and will not allow any resource to be assigned as primary resource if that resource is already a secondary resource. This entity describes an Autotask Ticket. This entity's purpose is to describe a Resource - Role - Queue relationship. On update(), InstalledProduct.ID cannot be updated to an InstalledProduct where InstalledProduct.AccountID Ticket.AccountID. If more than one person is added, +# is added to the first name. It can be a separate physical location or a division or agency operating in the same physical location as the company. All other statuses, Not Assigned, Partially Approved, Approved, or Rejected can only be set by the system. The allowed actions are specific to the object. You can only associate it with a Quote entity. This entity describes an Autotask SubscriptionPeriod. This entity's purpose is to describe a billing Work Type (Allocation Code) that is excluded from the contract to which the set applies. Either click the template or click. They can click New Ticket on the Autotask interface sub-navigation menu to open the New Ticket window. Service calls are instances of time, with specified start and stop times, that are scheduled to perform work for a Company. This entity is only used by multi-currency databases. function SendLinkByMail(href) { Autotask users manage Asset notes on Assets. You can use notes to track information, update the status of the associated contract, and communicate with resources and customers. ChangeInfoFields are available regardless of whether they are Active or Inactive. You may also update UDFs for entity types that allow update and create. Thanks for your feedback. [CDATA[*/ Have an idea for a new feature? This object associates a Product entity with a PurchaseOrder entity. This entity describes an Autotask resource assigned to a ticket that is assigned to a service call. All active note types of the category Task are available, plus the current selection even if it is inactive. This entity's purpose is to describe a resource assigned to a task but not as the primary resource. Autotask currently provides five contract types: Time and Materials, Fixed Price, Block Hours, Retainer, and Recurring Service. Is there a proper earth ground point in this switch box? NOTE This field is visible only if Co-managed Help Desk is enabled on the Activation page, and only shown to resources who are not co-managed. It allows users to track and manage Inventory Items created from Autotask Products that require a unique serial number. If you select Yes, all incomplete to-dos for the ticket to be set to complete when the note is saved. /*]]>*/Want to tell us more? This entity allows you to track the progress of the opportunity and generate sales forecasts. This entity contains SSLSubject Alternative Name (SAN) records associated with the ConfigurationItemsentity in Autotask. To learn more, refer to The Rich Text editor. If your company uses Datto RMM, and you have integrated it with Autotask, you can configure monitors to create tickets in Autotask. The ticket SLA is defaulted in using the following logic: Check the asset. If selected, the text entered into the Summary Notes (on time entries) or Description field (on ticket notes) will be appended to the end of the Resolution field on all of the tickets incidents. Autotask Resources are employees, contractors, or consultants with access to a company's Autotask system. This entity describes time and completion data related to service level events tracked for a service level agreement associated with a ticket. Press question mark to learn the rest of the keyboard shortcuts. This entity describes an Autotask ticket assigned to a service call. This entity describes an Autotask Company Contact that has access permissions for the Client Access Portal. 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. /*]]>*/Want to tell us more? ChangeApprovalStatus can only be set to Requested or Assigned. 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. Provide feedback for the Documentation team. A cost is a billing item for products or materials. Attachments are external documents that are associated with an Autotask Account, Task, Ticket, Task or Ticket Note, Time Entry, Asset, Asset Note, Project, or Opportunity entity. Implementing the time entry portion wouldn't be terrible. A project defines and organizes a group of related tasks, events, and documents. The Deleted Ticket Activity log provides a list of ticket time entries, notes, and attachments that were deleted from your system. This entity contains the attachments for the ConfigurationItemNotes entity. If you want your integration users' names to show on the entity, follow these steps: This example adds an impersonated user to a request's headers. This entity describes an Autotask Shipping Type. Click on the context menu bar to the left of the Standard category the, click Edit. Available in the UI only when the installed module is enabled. 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. 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. Resources receive assignment to one or more roles through their department and queue associations. Set up a mailbox in Autotask. Saves the note or time entry and closes the dialog box. Want to learn about upcoming enhancements? https://www.autotask.com/, Press J to jump to the feed. This entity's purpose is to describe a location associated with an Autotask Quote that defines address information for a shipToLocationID and/or billToLocationID. The integration uses the Autotask Web Services API for automatic ticket creation in Autotask. It shows the Task Number or Ticket Number, Task Title or Ticket Title, and Company fields, plus the quick copy icons. IMPORTANT Fields that are not visible cannot be validated. This entity describes an Autotask Department. Also create Note/Attachment(s) on # incident(s). The application records an error when the maximum number of retries (5) have occurred for an event, but the payload could not be delivered. This entity describes results and information for a survey generated by Autotask. To open the page, use the path(s) in the Security and navigation section above. This entity describes an Autotask Quote Template that defines the content and appearance of an Autotask Quote. You'll need to ensure that you configure the security level of the impersonated resource to allow impersonation. 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. function SendLinkByMail(href) { This entity's purpose is to describe a modular component that can be added to any ticket or task. It must have an association with an Autotask Opportunity entity, and it allows users to specify and track multiple products, services, labor items, etc., that further define the Opportunity. This entity's purpose is to describe a record of approval for a ticket change request. The API will set the impersonated users name and impersonatorCreatorResourceID value as the content creator during create operations. NOTE If the Ticket Note or Ticket Time Entry page is opened from the Edit Ticket page, Forward/Modify is disabled. Ticket.AccountID cannot be changed if the ticket has an associated and posted TimeEntry, TicketCost, or Expense. Head on over to our Community Forum! A Contact is an individual associated with a Company. Tracks updates to any field except changes to the LastActivityDate, LastCustomerNotificationDateTime, LastCustomerVisibleActivityDateTime. Thanks for your feedback. The function of this entity is to describe the tax rate for a specific billing item. Resource access URLs for all entities appear in the next section of this article. This entity's purpose is to describe a multi-level approval record for an Autotask time entry. [CDATA[*/ Billing milestones define tangible work or measured progress that must be completed before billing can take place. What could be the reason? For more information about fields marked as picklists, review our Understanding picklists article. Which actions can be performed on the entity. To view attachments uploaded by other users, Can view time entry internal notes, internal notes, and internal attachments (on Ticket Detail and CRM Detail screens) or Can view time entry internal notes, internal notes, and internal attachments (on Task Detail screens) If a ticket is created with the 'RMA' ticket category via the API and no value is supplied for this field, the ticket category default value for the field will be used. Changing the task the time entry is associated with, Creating Knowledgebase articles from tickets, Can view time entry internal notes, internal notes, and internal attachments (on Ticket Detail and CRM Detail screens), Can view time entry internal notes, internal notes, and internal attachments (on Task Detail screens), Need troubleshooting help? ProjectID must be associated with the same Account as the Ticket (Ticket.AccountID). 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?

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