Actions34
- Customer Actions
- Customer Xdrs Actions
- Customer Extensions Actions
- Account Actions
- Invoice Actions
- DID Numbers Actions
- Billing sessions Actions
- Rate Management Actions
Overview
The PortaOne node for n8n enables you to interact with the PortaOne API, specifically allowing you to update customer records. This is useful in scenarios where you need to automate customer data management, such as synchronizing CRM updates, batch-modifying customer attributes, or integrating customer changes from other business systems.
Practical examples:
- Automatically updating a customer's billing address when they change it in your web portal.
- Adjusting credit limits or account status based on external triggers (e.g., payment received).
- Enabling/disabling features for customers in bulk via workflow automation.
Properties
| Name | Meaning |
|---|---|
| Authentication | The authentication method to use. Options: Token Authentication, Basic Authentication. |
| Customer Info | A collection of fields representing all updatable customer properties, such as Address Line 1, Api Token, Balance, Bill Status, Companyname, Email, Credit Limit, and many more. See full property list above for details and options. |
| AdditionalFields | Optional additional parameters for the update operation, such as Update Params (e.g., Apply Spending Counter Charge Now: At the beginning of the next day, Immediately). |
| Simplify | Whether to simplify the output data. If enabled, the response will be reduced to essential information. |
| SimplifyPath | Path to the property that should be returned. Used only if "Simplify" is enabled; allows you to extract a specific part of the response. |
Output
- By default, the node outputs the full JSON response from the PortaOne API after updating the customer.
- If Simplify is enabled, the output will be reduced to either the main result or a specific property defined by SimplifyPath.
- The structure of the output depends on the API's response but typically includes updated customer data reflecting the changes made.
- No binary data is produced by this node.
Dependencies
- External Services: Requires access to the PortaOne API endpoint.
- API Credentials: You must provide valid credentials for either Token Authentication or Basic Authentication, configured in n8n credentials.
- n8n Configuration: Ensure the appropriate credentials are set up in your n8n instance under the names
portaOneTokenApiorportaOneBasicApi.
Troubleshooting
Common Issues:
- Authentication errors: Occur if credentials are missing, invalid, or not properly selected. Make sure the correct authentication method and credentials are used.
- Missing required fields: Some customer fields may be mandatory depending on your PortaOne configuration. Check error messages for missing parameters.
- Invalid field values: Providing incorrect data types or out-of-range values can cause API errors. Refer to the property descriptions for expected formats and options.
Error Messages:
- "Invalid credentials" – Check your API key/username/password and ensure the right authentication method is selected.
- "Required parameter missing" – Review which fields are required for the update and supply them.
- "Field value not allowed" – Double-check option fields (like Bill Status, Blocked, etc.) for valid values.