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Create and retrieve data from eKyte (tasks, projects, tickets, boards, workspaces, notes, notifications)

Insertion Order → Create Bank Data

AI-generated

Overview

This node operation creates a bank data record for a person in the eKyte system. It is useful for associating bank account details such as bank name, account type, agency number, account number, and Pix key information with a specific person. This operation is beneficial in scenarios where financial or payment information needs to be stored and managed for individuals within the eKyte platform.

Use Case Examples

  1. Creating a bank data record for a new employee or contractor to facilitate payments.
  2. Adding or updating bank account details for a customer or supplier in the system.

Properties

Name Meaning
Base URL The base URL for the eKyte API, used to construct the API endpoint.
Email The email address of the eKyte user performing this operation.
Person ID The unique identifier of the person to associate this bank data record with.
Bank The name of the bank institution.
Account Type The type of the bank account (e.g., checking, savings).
Bank Agency The bank branch or agency number.
Account Number The bank account number.
Pix Key The Pix key for instant payments (CPF, email, phone, or random key).
Pix Description A description or label for the Pix key.
Is Main Indicates whether this bank data record is the primary record for the person.

Output

JSON

  • json - The JSON response from the eKyte API containing the created bank data record details.

Dependencies

  • Requires an API key credential for eKyte API authentication.

Troubleshooting

  • Ensure the 'Person ID' provided is valid and exists in the eKyte system to avoid errors.
  • Verify that the 'Email' parameter corresponds to a valid eKyte user with permissions to create bank data.
  • Check that all required fields are correctly filled; missing or invalid data may cause the API request to fail.
  • If the API returns an error, review the error message for details such as invalid parameters or authentication issues.

Discussion