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Overview

This node integrates with the Autotask REST API to perform operations on various resources. Specifically, for the Opportunity resource with the Create operation, it allows users to create new opportunity records in Autotask by mapping input fields to the opportunity's properties. This is useful for automating sales pipeline management, such as creating new sales opportunities from form submissions or CRM triggers.

Properties

Name Meaning
Fields Defines the fields and their values to map when creating or updating an opportunity record. Users specify which opportunity fields to populate and with what data.

Output

JSON

  • id - The unique identifier of the created opportunity record.
  • fields - The data fields of the created opportunity as returned by the Autotask API.

Dependencies

  • Requires an Autotask API credential for authentication to access the Autotask REST API.

Troubleshooting

  • Ensure the Autotask API credentials are correctly configured and have sufficient permissions to create opportunities.
  • Verify that all required fields for creating an opportunity are provided in the Fields mapping; missing required fields may cause API errors.
  • Check for network connectivity issues or API rate limits that might cause request failures.
  • Error messages from the API typically indicate missing or invalid fields; review the error details to adjust the input mapping accordingly.

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