Actions18
- Create Person
- Create Product
- Create Sale
- Create Service
- Search Categories
- Search Cost Centers
- Search Expenses By Filter
- Search Financial Accounts
- Search Installment By ID
- Search Person By ID
- Search Persons By Filter
- Search Product By ID
- Search Products By Filter
- Search Revenues By Filter
- Search Sale By ID
- Search Sales By Filter
- Search Service By ID
- Search Services By Filter
Search Financial Accounts
AI-generatedOverview
This node operation allows users to search for financial accounts within the Conta Azul API. It supports filtering by financial account name, types, active status, and pagination options such as page number and page size. This is useful for scenarios where users need to retrieve and manage financial account data programmatically, for example, to display account lists, perform financial reconciliations, or integrate account data with other systems.
Use Case Examples
- Retrieve a list of active checking and savings accounts with pagination.
- Filter financial accounts by name containing a specific keyword.
- Fetch only active financial accounts for reporting purposes.
Properties
| Name | Meaning |
|---|---|
| Financial Account Name | Filter financial accounts by their name. |
| Financial Account Types | Filter financial accounts by one or more types such as Cash Box, Checking Account, Credit Card, Investment, etc. |
| Only Active | Boolean flag to filter only active financial accounts. |
| Page | Page number for paginated results. |
| Page Size | Number of items per page in paginated results. |
Output
JSON
id- Unique identifier of the financial account.name- Name of the financial account.type- Type/category of the financial account.status- Status indicating if the account is active or inactive.balance- Current balance of the financial account.
Dependencies
- Conta Azul API with OAuth2 authentication
Troubleshooting
- Ensure the OAuth2 credentials for Conta Azul API are correctly configured and valid.
- Verify that the filter parameters such as account types and active status are correctly set to avoid empty results.
- Handle pagination parameters properly to retrieve all desired data pages.
- Common error: 'Operation not supported' indicates an invalid operation parameter; ensure 'getFinancialAccounts' is selected.