Gestor Clientes Max - FinançasInstall

Overview

This node integrates with a financial management API to manage financial accounts. It supports operations such as creating new financial accounts, retrieving all accounts or a specific account by ID, updating existing accounts, deleting accounts, and fetching financial summaries or overdue accounts.

A common use case is automating financial workflows within an organization, such as syncing financial account data from external systems, monitoring overdue payments, or generating financial reports. For example, you could use the "Get By ID" operation to fetch detailed information about a specific financial account for review or further processing in your workflow.

Properties

Note: This property is required for the "Get By ID", "Update", and "Delete" operations.

Output

The node outputs JSON data representing the financial account(s) or related financial information returned by the API:

• For the Get By ID operation, the output JSON contains the details of the specified financial account, including fields such as type, description, amount, due date, category, status, client ID, appointment ID, payment method, and notes.
• For other operations (not requested here), the output structure varies accordingly (e.g., list of accounts, summary data).
• The node does not output binary data.

Each output item is paired with the corresponding input item index.

Dependencies

• Requires an API key credential to authenticate requests to the external financial management API.
• The API base URL and authentication token are configured via credentials in n8n.
• Uses HTTP requests to communicate with the API endpoints.

Troubleshooting

• Common issues:

  • Invalid or missing Financial Account ID when using "Get By ID" will cause errors.
  • Authentication failures if the API key credential is incorrect or expired.
  • Network connectivity problems preventing access to the API endpoint.

• Error messages:

  • "Unknown operation: get" — indicates the operation parameter was not recognized; ensure it is set correctly.
  • HTTP errors from the API (e.g., 404 Not Found if the financial account ID does not exist).

• Resolutions:

  • Verify that the Financial Account ID is provided and valid.
  • Check and update the API key credential in n8n.
  • Confirm network access to the API service.
  • Enable "Continue On Fail" in the node settings to handle errors gracefully during batch processing.

Links and References

• No direct external links provided in the source code.
• Refer to the API documentation of the financial management system integrated by this node for detailed field definitions and usage.