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Halo PSA

Consume Halo PSA API

Actions795

Quotation Header → Get One Quotation Header

AI-generated

Overview

This node integrates with the Halo PSA API to retrieve data related to "Quotation Header" resources. Specifically, the "Get One Quotation Header" operation fetches detailed information about a single quotation header by its unique identifier. This is useful in scenarios where you need to access or display specific quotation details within an automated workflow, such as generating reports, syncing data with other systems, or triggering follow-up actions based on quotation status.

For example, you might use this node to:

  • Retrieve a quotation header to verify its status before approving it.
  • Fetch quotation details to populate a customer-facing portal.
  • Integrate quotation data into a CRM or ERP system for further processing.

Properties

Name Meaning
Id The unique numeric identifier of the quotation header to retrieve. (Required)
Includedetails Optional flag/query parameter to specify whether to include detailed information.
Isportalview Optional flag/query parameter indicating if the view is for a portal context.

Output

The node outputs JSON data representing the requested quotation header. The structure corresponds directly to the response from the Halo PSA API for a single quotation header, including all standard fields and optionally detailed sub-entities if requested via Includedetails.

If the node encounters an error during the request, the output JSON will contain an error field with the error message.

No binary data output is produced by this operation.

Dependencies

  • Requires connection to the Halo PSA API.
  • Needs credentials providing:
    • Base URL of the Halo PSA instance.
    • Tenant identifier.
    • Client ID.
    • Client Secret.
  • These credentials must be configured in n8n prior to using the node.

Troubleshooting

  • Missing Credentials: If no credentials are provided or they are invalid, the node will throw an error stating "No credentials returned!" Ensure that the API credentials are correctly set up in n8n.
  • Resource or Operation Not Found: Errors like "Resource Quotation Header not found" or "Operation Get One Quotation Header not found for resource Quotation Header" indicate misconfiguration of the node parameters.
  • Invalid Id Parameter: Since Id is required and numeric, ensure it is provided and valid; otherwise, the API call will fail.
  • API Request Failures: Network issues, incorrect tenant/client credentials, or insufficient permissions can cause request errors. The node will output the error message in the JSON under the error key if "Continue On Fail" is enabled.
  • JSON Parsing Issues: If additional query parameters or request bodies are provided as JSON strings, ensure they are well-formed to avoid parsing errors.

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