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Halo PSA

Consume Halo PSA API

Actions795

Kashflow Details → Get One Kashflow Details

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Overview

This node interacts with the Halo PSA API to retrieve detailed information about a specific Kashflow entity. The "Get One Kashflow Details" operation fetches data for a single Kashflow record identified by its unique ID. This is useful in scenarios where you need to integrate financial or accounting details from Kashflow into your workflows, such as syncing invoice data, verifying transaction details, or automating reporting processes.

Practical examples include:

  • Automatically retrieving and processing Kashflow invoice details when a new payment is received.
  • Enriching customer records with Kashflow financial data during CRM updates.
  • Triggering alerts or follow-up actions based on specific Kashflow transaction statuses.

Properties

Name Meaning
Id The unique numeric identifier of the Kashflow record to retrieve.
Includedetails Optional query parameter to specify whether to include additional related details.

Output

The node outputs JSON data representing the Kashflow record details retrieved from the API. The structure corresponds to the Kashflow entity's fields and may include nested objects if Includedetails is specified. The output is suitable for further processing or integration within n8n workflows.

No binary data output is produced by this operation.

Dependencies

  • Requires an API key credential for authenticating with the Halo PSA API.
  • The node configuration must include valid credentials containing the base URL, tenant identifier, client ID, and client secret for the Halo PSA service.
  • Network access to the Halo PSA API endpoint is necessary.

Troubleshooting

  • Missing Credentials Error: If no credentials are provided or they are invalid, the node will throw an error indicating that no credentials were returned. Ensure that the API authentication token and other required parameters are correctly configured.
  • Resource or Operation Not Found: Errors occur if the specified resource or operation does not exist. Verify that the resource is set to "Kashflow Details" and the operation to "Get One Kashflow Details".
  • Invalid ID Parameter: Providing an invalid or missing ID will cause the API request to fail. Confirm that the ID is a valid number corresponding to an existing Kashflow record.
  • API Request Failures: Network issues, incorrect credentials, or API changes can cause request failures. Enable "Continue On Fail" in the node settings to handle errors gracefully and inspect error messages for troubleshooting.

Links and References

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