n8n-nodes-autotask

Community node for n8n that wraps the Autotask PSA REST API (Datto Autotask).

Resources covered

First-class CRUD + query for the most common PSA entities and their children:

| Resource | Endpoint | Operations | | --- | --- | --- | | Ticket | /Tickets | get, list, create, update, delete | | Ticket Note | /Tickets/{id}/Notes | get, list, create, update, delete | | Ticket Attachment | /Tickets/{id}/Attachments | get, list, create, delete | | Company | /Companies | get, list, create, update, delete | | Company Note | /Companies/{id}/Notes | get, list, create, update, delete | | Company Attachment | /Companies/{id}/Attachments | get, list, create, delete | | Contact | /Contacts | get, list, create, update, delete | | Resource (Employee) | /Resources | get, list (read-only) | | Contract | /Contracts | get, list, create, update | | Contract Note | /Contracts/{id}/Notes | get, list, create, update, delete | | Project | /Projects | get, list, create, update | | Project Note | /Projects/{id}/Notes | get, list, create, update, delete | | Task | /Tasks | get, list, create, update, delete | | Task Note | /Tasks/{id}/Notes | get, list, create, update, delete | | Time Entry | /TimeEntries | get, list, create, update, delete | | Configuration Item | /ConfigurationItems | get, list, create, update, delete | | Configuration Item Note | /ConfigurationItems/{id}/Notes | get, list, create, update, delete | | Product | /Products | get, list, create, update, delete | | Opportunity | /Opportunities | get, list, create, update, delete | | Quote | /Quotes | get, list, create, update, delete | | Quote Item | /Quotes/{id}/Items | get, list, create, update, delete | | Service Call | /ServiceCalls | get, list, create, update, delete | | Invoice | /Invoices | get, list (read-only) | | Subscription | /Subscriptions | get, list, create, update, delete | | Inventory Item | /InventoryItems | get, list, create, update, delete | | Purchase Order | /PurchaseOrders | get, list, create, update, delete | | Purchase Order Item | /PurchaseOrders/{id}/Items | get, list, create, update, delete |

Install

npm install
npm run build
npm link

In your n8n install directory:

npm link @spellminer/n8n-nodes-autotask

Then restart n8n. Or symlink dist/ into ~/.n8n/custom/ for development.

Credentials

Create an API User (system) in Autotask (Admin → Resources / Users → New API User) and note its Username, Password (Secret), and the API Tracking Identifier.

In n8n, add a new Autotask API credential:

1. Zone — pick the webservices[N].autotask.net zone the API user lives on. If unsure, log into the Autotask portal and look at the URL.
2. Username — the API user's username (typically email-like).
3. Secret — the API user's password.
4. API Integration Code — the tracking identifier you generated.
5. (Optional) Default Impersonation Resource ID — numeric resource ID to impersonate by default.

Click Test — the credential is validated by GET /atservicesrest/V1.0/zoneInformation?user={Username}. If the test fails with a 500 / "zone mismatch" the credential's Zone setting is wrong; the JSON returned from a successful call lists the correct url for the user.

Filtering

Three layers, all merged with AND. Use whichever matches your need.

1. Quick Filters — entity-specific picklist / lookup fields. No need to memorize Autotask field names or status IDs.

• Tickets: Title Contains, Status, Priority, Queue, Type, Source, Company, Assigned Resource, Created After / Before, Last Activity After.
• Companies: Company Name Contains, Active Only, Company Type, Owner Resource.
• Contacts: Company, First/Last/Email Contains, Active Only.
• Time Entries: Resource, Ticket ID, Task ID, Date Worked From / To.

Multi-select fields (e.g. Ticket Status) automatically use the in operator when more than one value is selected.

2. Advanced Filters — a row builder for arbitrary fields. Each row: Field name, Operator, Value, optional UDF flag. Values are auto-coerced ("1" → 1, "true" → true). Use the in / notIn operators with comma-separated values.

3. Custom Filter (JSON) — escape hatch for OR groups, nested clauses, and anything else. Merged into the final filter array.

Example custom JSON for an OR group:

[
  { "op": "or", "items": [
    { "op": "contains", "field": "title", "value": "urgent" },
    { "op": "eq", "field": "priority", "value": 2 }
  ]}
]

Operators available: eq, noteq, gt, gte, lt, lte, beginsWith, endsWith, contains, exist, notExist, in, notIn. Logical groups use { "op": "and"|"or", "items": [...] }. For user-defined fields, add "udf": true to a clause.

Pagination

Return All = true follows pageDetails.nextPageUrl until exhausted (Autotask returns up to 500 records per page). Return All = false + Limit = N caps the result.

Updates — the body-includes-id quirk

Autotask PATCH/PUT puts the id in the body, not the URL. The node handles this automatically: the ID field you fill in is merged into the JSON payload before the request is sent.

Child resources

Notes and Attachments are exposed as their own resources. Pick the child resource (e.g. Ticket Note), then supply the parent ID (the Ticket ID) plus — for get/update/delete — the child note ID. Endpoints are routed via /Tickets/{ticketId}/Notes.

For attachments, the create payload should follow Autotask's shape:

{
  "data": "<base64-encoded file contents>",
  "fullPath": "screenshot.png",
  "title": "Screenshot",
  "attachmentType": "FILE_ATTACHMENT"
}

Debugging

Set N8N_AUTOTASK_DEBUG=true to log every HTTP call (method + URL) via console.debug.

License

MIT.