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Interact with Everest TMS (Transport Management System)
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Overview

This node integrates with the Everest Transport Management System (TMS) to manage client data. Specifically, the Client - Create operation allows users to add new clients into the Everest system by providing essential contact and billing information.

Typical use cases include:

  • Automating client onboarding workflows by creating client records directly from form submissions or CRM systems.
  • Synchronizing client databases between Everest TMS and other platforms.
  • Setting up client accounts with detailed billing and contact info for transport management and invoicing.

For example, a logistics company could use this node to automatically create client profiles when new customers sign up on their website, including their contact details, billing preferences, and custom information fields.

Properties

Name Meaning
Email Email address of the client
First Name First name of the client
Last Name Last name of the client
Phone Phone number of the client
Password Password for the client account
Confirm Password Confirmation of the password
Additional Fields Optional extra client details:
- Internal Code Internal reference code for the client
- Accounting Code Accounting reference code
- VAT Rate (%) VAT rate applied to this client (default 20%)
- VAT Number VAT identification number
- Address Line 1 Primary address line
- Address Line 2 Secondary address line
- Billing Name Company name used for billing
- Billing Email Email address used for billing
- Billing Address Billing address
- Billing Complementary Info Additional billing information
- Fuel Surcharge Fuel surcharge percentage applied to missions
- Photo (Base64) Base64 encoded profile photo
- Periodic Invoicing Whether the client is invoiced periodically (boolean)
- Invoice Period Invoicing period for periodic invoicing (e.g., "1st of Month")
- Invoice Period Extra Additional parameter for invoicing period
- Status Client account status ("Active" or "Inactive")
- Establishment The establishment this client belongs to (select from loaded options)
Custom Information Requirements Multiple custom info fields can be added, each with a name and whether it is mandatory for missions

Output

The node outputs an array of JSON objects representing the created client(s). Each object contains the response data returned by the Everest API after successfully creating a client record. This typically includes client identifiers, confirmation of stored fields, and any metadata returned by the service.

No binary data output is produced by this operation.

Dependencies

  • Requires an active connection to the Everest TMS API via an API key credential configured in n8n.
  • The node uses internal helper functions to make authenticated POST requests to Everest endpoints.
  • Some input options (like establishments) are dynamically loaded from Everest via API calls.

Troubleshooting

  • Password mismatch: If the "Password" and "Confirm Password" fields do not match, the API may reject the request. Ensure both fields are identical.
  • Missing required fields: All required fields (email, first name, last name, phone, password, confirm password) must be provided; otherwise, the operation will fail.
  • Invalid email format: Providing an improperly formatted email may cause validation errors.
  • API authentication errors: Ensure the API key credential is valid and has sufficient permissions.
  • Network issues: Connectivity problems with the Everest API endpoint will cause failures.
  • Dynamic option loading failures: If establishments or other dynamic options fail to load, verify API access and network connectivity.

Links and References

Discussion