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Halo PSA

Consume Halo PSA API

Actions795

Quotation Header → Post Undefined

AI-generated

Overview

This node integrates with the Halo PSA API to perform operations on various resources, specifically here focusing on the "Quotation Header" resource with a "Post Undefined" operation. It allows users to send complex JSON data representing quotation headers to the Halo PSA system via HTTP POST requests.

Typical use cases include automating the creation or updating of quotation headers in Halo PSA from workflows, such as generating quotes based on CRM data, syncing quotation information from external systems, or bulk uploading quotation details.

For example, a user might prepare a detailed quotation header JSON object including customer info, line items, custom fields, and related sales order data, then use this node to post it to Halo PSA, thereby creating or updating a quotation record automatically.

Properties

Name Meaning
Body A JSON object representing the full quotation header data to be posted. This includes nested structures such as custom fields, user details, lines, sales orders, addresses, attachments, approval processes, and many other related entities. The property expects a valid JSON string that will be parsed and sent as the request body.

The "Body" property supports a very complex and deeply nested JSON structure reflecting the rich data model of a quotation header in Halo PSA. Users must provide this JSON in a valid format.

Output

The node outputs an array of JSON objects corresponding to each input item processed. Each output item contains:

  • json: The response from the Halo PSA API after posting the quotation header. This typically includes the created or updated quotation header data returned by the API.
  • pairedItem: Metadata linking the output to the original input item index.

No binary data output is indicated for this operation.

Dependencies

  • Requires an active connection to the Halo PSA API.
  • Needs credentials containing:
    • 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

  • No credentials returned!: Ensure that the required API credentials are properly set up and selected in the node configuration.
  • Resource or Operation not found: Verify that the resource name is exactly "Quotation Header" and the operation is correctly set to "Post Undefined". Typos or unsupported combinations will cause errors.
  • Invalid JSON in Body: The "Body" property must contain valid JSON. Malformed JSON will cause parsing errors before the request is sent.
  • API request failures: Network issues, incorrect credentials, or invalid data can cause the API call to fail. Check error messages returned in the output JSON for clues.
  • If continueOnFail is enabled, errors will be included in the output JSON instead of stopping execution.

Links and References

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