Actions34
- Customer Actions
- Customer Xdrs Actions
- Customer Extensions Actions
- Account Actions
- Invoice Actions
- DID Numbers Actions
- Billing sessions Actions
- Rate Management Actions
Overview
This node allows you to update custom field values for an Account resource in PortaOne via its API. It is useful when you need to programmatically modify or set custom metadata fields associated with an account, such as updating user-specific information, preferences, or other custom attributes stored in your PortaOne system.
Common scenarios:
- Automating the process of updating customer account details based on external triggers.
- Bulk-updating custom fields for multiple accounts as part of a workflow.
- Integrating PortaOne account data with other systems by synchronizing custom field values.
Practical example:
You might use this node in a workflow that listens for changes in a CRM and updates corresponding custom fields in PortaOne accounts to keep both systems in sync.
Properties
| Name | Meaning |
|---|---|
| Authentication | The authentication method to use. Options: Token Authentication, Basic Authentication. |
| Account ID | The unique ID of the account record. (Required) |
| Custom Fields Values | A collection of custom field objects to update. Each object can include: - Name: The subject's name - DB Value: The value of the custom field - I Custom Field: The ID of the custom field - I Custom Field Value: The unique ID of the custom field value |
| Simplify | Whether to simplify the output data. If enabled, the output will be reduced to only the most relevant information. (Required) |
| SimplifyPath | Path to the property that should be returned. Default: custom_fields_values. |
Output
- The node outputs a JSON object containing the result of the update operation.
- If "Simplify" is enabled, only the property specified by "SimplifyPath" (default:
custom_fields_values) will be included in the output. - Otherwise, the full response from the PortaOne API for the update operation is returned.
- No binary data is produced by this node.
Dependencies
- External Services: Requires access to a PortaOne instance with API enabled.
- API Credentials: You must provide either a valid PortaOne API token or basic authentication credentials, depending on the selected authentication method.
- n8n Configuration: Ensure the appropriate credentials are configured in n8n under "portaOneTokenApi" or "portaOneBasicApi".
Troubleshooting
Common issues:
- Invalid Credentials: If authentication fails, ensure your API token or username/password are correct and have sufficient permissions.
- Missing Required Fields: If "Account ID" or required custom field values are missing, the node may throw validation errors.
- Incorrect SimplifyPath: If the path provided in "SimplifyPath" does not exist in the response, the output may be empty or cause an error.
Error messages and resolutions:
- "Authentication failed" – Check your credentials and authentication method.
- "Account ID is required" – Make sure you provide a valid Account ID.
- "Custom field not found" – Verify that the custom field IDs and values correspond to existing fields in your PortaOne setup.