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Halo PSA

Consume Halo PSA API

Actions795

Site → Post Undefined

AI-generated

Overview

This node integrates with the Halo PSA API to perform various operations on different resources. Specifically, for the Site resource with the Post Undefined operation, it sends a complex JSON payload representing detailed site data to create or update a site in the Halo PSA system.

Typical use cases include automating the creation or updating of site records with rich nested information such as addresses, contacts, custom fields, roles, external links, and other related entities. This is beneficial for organizations managing multiple sites and needing to synchronize site data programmatically from other systems or workflows.

For example, you might use this node to:

  • Create a new site with all associated contacts, custom fields, and access controls.
  • Update an existing site by sending a full JSON representation of the site's current state.
  • Automate site provisioning workflows where site details are collected elsewhere and then pushed into Halo PSA.

Properties

Name Meaning
Body A JSON object containing the full site data structure to be sent to the API. This includes nested objects and arrays such as delivery and invoice addresses, popup notes, fields with visibility conditions, site contacts, FAQ lists with detailed field info, roles with notifications, clients with custom fields and attachments, stock bins, external links, extra tabs, billing client info, custom buttons, and more. The JSON must be valid and structured according to the Halo PSA API expectations for site data.

The "Body" property expects a JSON input that can be parsed and sent as the request body. It supports deeply nested structures reflecting the complexity of site data in Halo PSA.

Output

The node outputs an array of items, each containing a json field with the response from the Halo PSA API after posting the site data. The response typically includes confirmation of the created or updated site, any generated IDs, status messages, or error details if the request failed.

If the operation fails and "Continue On Fail" is enabled, the output will contain an error message inside the json.error field for the corresponding item.

No binary data output is produced by this node.

Dependencies

  • Requires an API key credential for authenticating with the Halo PSA API. This credential must provide:

    • Base URL of the Halo PSA instance
    • Tenant identifier
    • Client ID
    • Client Secret

  • The node uses these credentials to set HTTP headers for authentication on every request.

  • No additional external dependencies beyond the Halo PSA API and n8n's HTTP request capabilities.

Troubleshooting

  • Common issues:

    • Invalid or missing credentials will cause authentication failures.
    • Malformed JSON in the "Body" property will cause parsing errors or API rejections.
    • Missing required fields in the JSON payload may result in API validation errors.
    • Network connectivity issues to the Halo PSA API endpoint.

  • Error messages:

    • "No credentials returned!": Indicates the node could not retrieve the necessary API credentials. Ensure credentials are configured correctly.
    • "Resource Site not found" or "Operation Post Undefined not found for resource Site": These indicate misconfiguration of resource or operation parameters.
    • API error responses will be included in the output under json.error if "Continue On Fail" is enabled.

  • Resolution tips:

    • Validate the JSON structure before running the node.
    • Confirm all required authentication details are set up in n8n credentials.
    • Check network access to the Halo PSA API base URL.
    • Use the API documentation to verify required fields and data formats.

Links and References

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