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Autotask

Provides integration with Autotask via its SOAP API. Use Node Samples to obtain sample requests to get started.

Revision History

1.0.0.12 Initial Release
1.0.0.14 Fixed a bug where the node sometimes time out when it is called in quick succession.
1.0.1.2 Updated to .NET Framework 4.8, refactored samples and configuration.
1.1.0.0 Added support for toggling namespaces.
1.1.0.1 Added samples for Query, Update, and Delete operations.
1.2.0.0 Updated property names, with enhancements to Update, Delete, and new Query All samples.

Properties

Connection

Type: Connection Input

Username
Type: String
The username of the API user account that will be used to authorise API calls.

Password
Type: Password
The password of the API user account that will be used to authorise API calls.

IntegrationCode
Type: Secret
Your Autotask Integration Code. Leave blank to use Flowgear’s built-in code.

KeepNamespaces
Type: Boolean
Determines whether XML namespaces should be retained in responses.

Operation

Type: List Input
Specifies the CRUD operation to perform.

Entity

Type: String Input
The name of the Autotask entity to perform the operation on.

Request

Type: Xml Input
The SOAP request body to send to Autotask.

Response

Type: Xml Output
The SOAP response received from Autotask.

Configuring the Node

Before you run your workflow, you need to create and test a valid Connection to Autotask API:

1. Verify your Autotask Account Permissions

  1. Log into Autotask with your developer account, and go to Admin → Account Settings & Users → Resources/Users.
  2. Find the user acount that you plan to use and ensure that it is marked as an API user.
  3. If needed, follow this guide to configure API access and retrieve your Integration Code.

You can skip noting the Integration Code if you want to use Flowgear’s built-in one.

2. Create the Connection

  1. In the Flowgear Console, click Connections.
  2. Add a new Connection of type Autotask.
  3. Enter the Username and Password for your API user.
  4. Optionally set IntegrationCode if you have one from Step 1, or leave blank to use our built-in code.
  5. Save your Connection.
  6. Click Test.
  7. Flowgear will attempt a test API call to a generic Autotask endpoint to ensure your credentials are valid.

If the test is successful (✓), your credentials are valid.
If it fails (✗), the test will return an error message, and you may need to re-authorise the Connection. If this problem persists, please contact support for assistance.

Using the Node

All Create samples include all fields of the entity to be created, but the ones that are required for a Create will have an asterisk inside of their value, e.g. *string. These must be included in the final Create, and any and all optional fields may be omitted.

All Update and Delete samples follow the same pattern, but at minimum require the general entity ID. All other fields are optional and may be omitted.

Query samples include the entity ID and only the required fields by default. This is with the assumption that most regularly-used queries will only use main fields to query on. To add additional fields to your Query, add them to your Request by using the same field tags.

Remarks

  • Use the KeepNamespaces property if your downstream logic or custom expressions rely on specific XML namespaces.