Create Autotask PSA Contracts Crate

If you’re new to Crates, read through our introductory Crate documentation here. Find the Crate in our Crate Marketplace.

What does the Create Autotask PSA Contracts Crate do?

Our Create Autotask PSA Contracts Crate enables you to create contracts in Autotask PSA using a form. The form will prompt for contract beginning dates, contract types, and periods.

How the Crate works

• Uses the Datto PSA API endpoint POST /V1.0/Contracts to create new contracts

• Leverages PATCH /V1.0/Contracts for updates and GET /V1.0/Contracts/{id} for retrieval

• Uses POST /V1.0/Contracts/query to retrieve contracts based on criteria

The workflow process involves the following activities:

1. Form-based input

2. Data validation

3. Contract creation

4. Post-creation actions

Crate prerequisites

The Datto Autotask PSA integration must be set up before unpacking this Crate.

Unpack the Create Autotask PSA Contracts Crate

1. Navigate to Crates > Crate Marketplace in the left side menu Rewst platform.

2. Search for Create Autotask PSA Contracts.

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3. Click on the Crate tile to begin unpacking.

4. Click Unpack Crate.

5. Follow the guidance in the configuration screen to make your selections for the format of the form to be unpacked with the Crate. The contract shall be named <Company name> <Contract type> <Start date>, with the start date using any of the following formats:

   • YYYY-MM-DD

   • DD-MM-YYYY

   • MM-DD-YYYY

   • When creating each contract, you may or may not require tickets to have start or stop times.

   • After creating a contract, you may or may not email the form submitter the form submitter to let them know whether the contract creation has been succeeded or failed.

6. Click Continue.

7. Ensure that Enabled is toggled on under Configure Triggers. Note that you have the option under the Form Submission accordion menu to activate the Crate for all future organizations in addition to the current one. You may also set activation to certain tags, and set trigger criteria or integration overrides.

8. Click Unpack.

Use the Crate

1. Navigate to Automations > Forms in the left side menu of your Rewst platform.

2. Search for Create Autotask PSA Contracts.

3. Click ⋮ > Usages > View Direct URLs.

4. Click on the link for the organization, which contains the user you wish to manage. This will launch the form in a new tab.

   

5. Choose the client you'd like to run the form on from the Client drop-down selector.

6. Select the start date of the contracts from the Date to Start the Contracts date picker.

7. Select the applicable contract types from the Contract Types drop-down selector.

8. Select the applicable contract period from the Contract Period drop-down selector.

9. Click Submit to run the workflow. The workflow executes the automated contract creation within your Autotask PSA system, complete with proper tracking and documentation.

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