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Consume PortaOne API (v.1.0.24)
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Overview

This n8n node interacts with the PortaOne API to retrieve custom field values for a specific customer. It is designed for scenarios where you need to fetch and possibly simplify the custom fields data associated with a customer record in your PortaOne system.

Common use cases:

  • Integrating PortaOne customer data into other systems or workflows.
  • Automating reporting or analytics that require access to customer-specific custom fields.
  • Building dashboards or notifications based on dynamic customer attributes.

Practical example:
You might use this node in an automation that, upon receiving a new support ticket, fetches all custom fields for the related customer and routes the ticket based on those values.

Properties

Name Meaning
Authentication The authentication method to use. Options: Token Authentication, Basic Authentication
Customer ID The unique ID of the customer record.
Simplify Whether to simplify the output data. If enabled, only the property specified by "SimplifyPath" is returned.
SimplifyPath Path to the property that should be returned (e.g., custom_fields_values). Used when "Simplify" is true.

Output

  • json:
    • By default, returns the full response from the PortaOne API containing all custom fields values for the specified customer.
    • If Simplify is enabled, only the value at the path specified by SimplifyPath (default: custom_fields_values) is returned.
  • Binary data: This node does not output binary data.

Dependencies

  • External Services: Requires access to the PortaOne API.
  • API Credentials:
    • For Token Authentication: Needs valid PortaOne token credentials (portaOneTokenApi).
    • For Basic Authentication: Needs valid username/password credentials (portaOneBasicApi).
  • n8n Configuration: Ensure the appropriate credentials are set up in n8n under the node's credential options.

Troubleshooting

  • Invalid Credentials:
    • Error: "Authentication failed" or similar.
      • Solution: Check that the correct authentication method is selected and valid credentials are provided in n8n.
  • Customer Not Found:
    • Error: "Customer ID not found" or similar.
      • Solution: Verify that the provided Customer ID exists in PortaOne.
  • Empty or Unexpected Output:
    • If "Simplify" is enabled but "SimplifyPath" is incorrect, the output may be empty or not as expected.
      • Solution: Double-check the path matches the structure of the API response.

Links and References

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