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Halo PSA

Consume Halo PSA API

Actions795

Kashflow Details → List Of Kashflow Details

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Overview

This node integrates with the Halo PSA API to perform various operations on different resources. Specifically, for the "Kashflow Details" resource and the "List Of Kashflow Details" operation, it retrieves a list of Kashflow details from the Halo PSA system. This is useful for users who want to fetch financial or accounting-related details managed within Halo PSA, enabling automation workflows that require up-to-date Kashflow data.

Practical examples include:

  • Automatically syncing Kashflow details into other systems or databases.
  • Triggering follow-up actions based on the status of Kashflow entries.
  • Generating reports or dashboards that incorporate live Kashflow information.

Properties

Name Meaning
Includedisabled Query parameter to specify whether to include disabled Kashflow details in the results.
Includeenabled Query parameter to specify whether to include enabled Kashflow details in the results.
Tenantid Query parameter specifying the tenant ID to scope the request to a particular tenant.

These properties are sent as query parameters in the API request to filter or scope the returned Kashflow details.

Output

The node outputs an array of JSON objects, each representing a Kashflow detail record retrieved from the Halo PSA API. The exact structure depends on the API response but typically includes fields relevant to Kashflow financial details.

If any error occurs during the API request, the output JSON will contain an error field with the error message.

No binary data output is produced by this operation.

Dependencies

  • Requires valid credentials for the Halo PSA API, including base URL, tenant identifier, client ID, and client secret.
  • The node uses these credentials to authenticate requests via custom headers.
  • No additional external dependencies beyond the Halo PSA API and n8n's HTTP request capabilities.

Troubleshooting

  • No credentials returned!: Indicates missing or misconfigured API credentials. Ensure the API key credential is properly set up in n8n.
  • Resource or Operation not found: Happens if the specified resource or operation name is incorrect or unsupported. Verify the resource is "Kashflow Details" and operation is "List Of Kashflow Details".
  • API request errors: Network issues, invalid tenant ID, or permission problems can cause request failures. Check the tenant ID and API permissions.
  • If continueOnFail is enabled, errors will be returned in the output JSON under the error field instead of stopping execution.

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