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Autotask

Consume Autotask REST API

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Overview

This node interacts with the Autotask REST API to retrieve detailed information about a specific project by its ID. It is useful for workflows that need to fetch project data for reporting, integration, or automation purposes. For example, you can use it to get project details to update a CRM system, generate project status reports, or trigger notifications based on project attributes.

Properties

Name Meaning
Project ID The unique identifier of the project to retrieve.
Add Picklist Labels Determines whether to add additional '_label' fields for picklist fields to provide human-readable values instead of raw codes.
Add Reference Labels Determines whether to add '_label' fields for reference fields to show human-readable values.
Select Columns Names or IDs. Specifies which fields to include in the response. If none are selected, all fields are returned. The project ID is always included.
Flatten User-Defined Fields If enabled, user-defined fields (UDFs) are moved to the top level of the returned object instead of being nested inside an array.

Output

JSON

  • id - The unique identifier of the project.
  • name - The name of the project.
  • description - Description or details about the project.
  • picklistField_label - Human-readable label for picklist fields if 'Add Picklist Labels' is enabled.
  • referenceField_label - Human-readable label for reference fields if 'Add Reference Labels' is enabled.
  • userDefinedFields - Array of user-defined fields associated with the project, unless flattened.
  • flattenedUDFField - User-defined fields presented as top-level properties if 'Flatten User-Defined Fields' is enabled.

Dependencies

  • Requires an API key credential for authenticating with the Autotask REST API.

Troubleshooting

  • If the node returns an error indicating the project ID is invalid or not found, verify that the provided Project ID exists in Autotask.
  • If no data is returned, check that the API credentials are correct and have sufficient permissions to access project data.
  • Errors related to picklist or reference labels may occur if the fields do not have associated labels; consider disabling label addition if not needed.
  • If user-defined fields are not appearing as expected, verify the 'Flatten User-Defined Fields' setting and the structure of the project data in Autotask.

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