autotask_create_contract
Create a new contract in Autotask by specifying required fields like company ID, name, type, category, and dates. Optionally set status, costs, and billing preferences.
Instructions
Create a new Contract in Autotask. Field names match the Autotask REST API exactly. status: 1=In Effect, 0=Inactive. Dates are ISO format (YYYY-MM-DD).
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| companyID | Yes | Company ID the contract is associated with | |
| contractName | Yes | Contract name | |
| contractType | Yes | Contract type picklist ID | |
| contractCategory | Yes | Contract category picklist ID | |
| startDate | Yes | Contract start date (ISO YYYY-MM-DD) | |
| endDate | Yes | Contract end date (ISO YYYY-MM-DD) | |
| contactID | No | Primary contact ID for the contract | |
| contractNumber | No | External-facing contract number | |
| contractPeriodType | No | Period type picklist ID | |
| description | No | Contract description / notes | |
| estimatedCost | No | Estimated cost | |
| estimatedHours | No | Estimated hours | |
| estimatedRevenue | No | Estimated revenue | |
| setupFee | No | Setup fee amount | |
| overageBillingRate | No | Overage billing rate | |
| serviceLevelAgreementID | No | SLA ID | |
| purchaseOrderNumber | No | Customer purchase order number | |
| opportunityID | No | Originating opportunity ID | |
| billingPreference | No | Billing preference picklist ID | |
| billToCompanyID | No | Bill-to company ID | |
| billToCompanyContactID | No | Bill-to contact ID | |
| exclusionContractID | No | Exclusion contract ID | |
| isDefaultContract | No | Whether this is the default contract for the company | |
| internalCurrencySetupFee | No | Setup fee in internal currency | |
| internalCurrencyOverageBillingRate | No | Overage rate in internal currency | |
| organizationalLevelAssociationID | No | Org level association ID | |
| contractExclusionSetID | No | Contract exclusion set ID | |
| renewedContractID | No | ID of the contract this renewed | |
| setupFeeBillingCodeID | No | Billing code ID for the setup fee | |
| status | No | Contract status (1=In Effect, 0=Inactive) | |
| timeReportingRequiresStartAndStopTimes | No | Whether time entries require start/stop times |