Actions13
- Customers Actions
- Documents Actions
- PDF-Templates Actions
- Attachments Actions
- Document-Payments Actions
Overview
The node interacts with the Easybill API to manage PDF templates. Specifically, the "Get Templates" operation under the "PDF-Templates" resource allows users to retrieve a list of available PDF templates from Easybill. Users can either fetch all templates or filter them by specific template types such as Invoice, Offer, Credit, and others.
This node is beneficial in scenarios where automated workflows require access to predefined document templates for generating invoices, offers, delivery notes, or other business documents. For example, an accounting automation workflow might use this node to fetch invoice templates before populating them with customer data.
Properties
| Name | Meaning |
|---|---|
| Retrieve All Templates | Enable to retrieve all available PDF templates instead of selecting specific ones. (Boolean) |
| Template Types | Filters the templates by selected types. Multiple types can be chosen. Options include: Invoice, Proforma Invoice, Storno Proforma Invoice, Offer, Credit, Storno, Storno Credit, Charge, Charge Confirm, Dunning, Reminder, Delivery, Letter, Order |
Output
The node outputs a JSON array containing the retrieved PDF templates. Each item in the array represents a template object fetched from Easybill. The exact structure of each template object depends on the Easybill API response but typically includes details like template ID, name, type, and other metadata.
No binary data output is indicated for this operation.
Dependencies
- Requires an active connection to the Easybill API.
- Needs an API authentication token or API key credential configured in n8n to authorize requests.
- No additional external dependencies are required beyond the Easybill API access.
Troubleshooting
Common Issues:
- Authentication failures due to missing or invalid API credentials.
- Network connectivity issues preventing access to the Easybill API.
- Filtering by template types may return empty results if no templates match the selected filters.
Error Messages:
- Errors thrown during execution will generally originate from the Easybill API handler. Common messages might include authorization errors or invalid parameter errors.
- To resolve, verify that the API credentials are correctly set up and have sufficient permissions.
- Ensure that the selected template types exist in the Easybill account.
Links and References
- Easybill API Documentation (for detailed information about template endpoints)
- n8n Documentation on Creating Custom Nodes