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Halo PSA

Consume Halo PSA API

Actions795

Pdf Template → List Of Pdf Template

AI-generated

Overview

This node interacts with the Halo PSA API to perform various operations on different resources. Specifically, for the Pdf Template resource and the List Of Pdf Template operation, it retrieves a list of PDF templates from the Halo PSA system. This is useful in scenarios where you want to dynamically fetch available PDF templates for reporting, invoicing, or document generation workflows.

Practical examples include:

  • Automatically listing all PDF templates to present them as options in a user interface.
  • Fetching templates filtered by license name or type to generate customized documents.
  • Integrating with other systems that require up-to-date template information from Halo PSA.

Properties

Name Meaning
Licencename Filter the list of PDF templates by the license name.
Type Filter the list of PDF templates by their type.

Both properties are optional query parameters used to narrow down the results returned by the API.

Output

The node outputs an array of JSON objects representing PDF templates retrieved from the Halo PSA API. Each item corresponds to one PDF template and contains all relevant details as provided by the API response.

The output structure under the json field typically includes fields such as template ID, name, type, license name, and other metadata related to each PDF template.

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!
    This error occurs if the node cannot retrieve the required API credentials. Ensure that the credentials are properly configured and connected in n8n.

  • Resource or Operation not found
    If the specified resource or operation does not exist, verify that the correct resource ("Pdf Template") and operation ("List Of Pdf Template") names are selected.

  • API request errors
    Network issues, invalid credentials, or incorrect query parameters may cause API request failures. Check the error message returned in the output JSON for details.

  • JSON parsing errors
    If using advanced JSON parameters (not typical for this operation), ensure that JSON strings are well-formed.

Links and References

If you need further details about other operations or resources, feel free to ask!

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