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
- Log into Autotask with your developer account, and go to Admin → Account Settings & Users → Resources/Users.
- Find the user acount that you plan to use and ensure that it is marked as an API user.
- 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
- In the Flowgear Console, click Connections.
- Add a new
Connection
of type Autotask. - Enter the
Username
andPassword
for your API user. - Optionally set
IntegrationCode
if you have one from Step 1, or leave blank to use our built-in code. - Save your
Connection
. - Click Test.
- 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.
Remarks
- Use the
KeepNamespaces
property if your downstream logic or custom expressions rely on specific XML namespaces.