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Autotask

Consume Autotask REST API

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Overview

This node interacts with the Autotask REST API to retrieve multiple Project records based on user-defined criteria. It is useful for workflows that need to fetch lists of projects, such as reporting, data synchronization, or batch processing. For example, a user can retrieve all projects or a limited number of projects with specific fields mapped, including user-defined fields, and optionally include human-readable labels for picklist and reference fields.

Properties

Name Meaning
Fields Defines which fields of the Project resource to retrieve and how to map them. Supports custom mapping and selection of specific fields.
Get All Determines whether to return all matching Project records or limit the number of records returned.
Max Records Specifies the maximum number of Project records to return when 'Get All' is false. The value must be between 1 and 500.
Add Picklist Labels If enabled, adds additional fields with '_label' suffix containing human-readable labels for picklist fields in the Project data.
Add Reference Labels If enabled, adds additional fields with '_label' suffix containing human-readable labels for reference fields in the Project data.
Select Columns Names or IDs. Allows selection of specific Project fields to include in the response. If no fields are selected, all fields are returned. The ID field is always included.
Flatten User-Defined Fields If enabled, user-defined fields (UDFs) are moved to the top level of each Project object instead of being nested inside a userDefinedFields array.

Output

JSON

  • id - Unique identifier of the Project record.
    fields - Values of the selected Project fields as defined by the Fields property mapping._label - Human-readable label for picklist fields if Add Picklist Labels is enabled._label - Human-readable label for reference fields if Add Reference Labels is enabled.
  • userDefinedFields - Array of user-defined fields for the Project, unless Flatten User-Defined Fields is enabled.

Dependencies

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

Troubleshooting

  • If no projects are returned, verify that the API credentials are correct and have sufficient permissions.
  • Ensure that the 'Max Records' value is within the allowed range (1-500) when 'Get All' is false.
  • If field mappings are incorrect or missing, check the Fields property configuration and ensure the selected fields exist for the Project resource.
  • Network or API errors may occur if the Autotask service is unavailable; retry or check service status.
  • If labels for picklist or reference fields are missing, verify that the corresponding options are enabled and that the fields contain values.

Discussion