Actions2
Overview
This node integrates with the Personalia service to either retrieve information about a document template or create personalized content from a template. It is useful for automating document personalization workflows, such as generating customized PDFs or images based on predefined templates. For example, it can fetch template fields for dynamic data entry or generate a personalized PDF document with specific field values.
Use Case Examples
- Retrieve template metadata and fields to understand what data is required for personalization.
- Create a personalized PDF document by providing field values dynamically or manually, then output the generated file for further use or distribution.
Properties
| Name | Meaning |
|---|---|
| Template ID | ID of the template to use for retrieving information or creating personalized content. |
Output
Binary
The node can output binary data representing the generated personalized document (e.g., PDF, PNG, JPG) encoded in base64 with appropriate MIME type and filename.
JSON
templateId- The ID of the template retrieved from Personalia.fields- Array of fields defined in the template, including their names and types.requestId- The request identifier for the content creation process.status- The status of the content creation request (e.g., Completed, Failed).urls- Array of URLs where the generated content can be accessed.url- Primary URL of the generated content if available.error- Error message if the content creation or template retrieval failed.details- Additional error details including status code, error code, and error ID.
Dependencies
- Personalia API key credential for authentication with the Personalia service.
Troubleshooting
- Common issues include invalid template IDs, incorrect API credentials, or network errors when communicating with the Personalia API.
- Error messages from the Personalia service include error codes and suggested fixes which are surfaced to help diagnose problems.
- If the node fails to fetch template fields or create content, verify the template ID and API key are correct and that the Personalia service is reachable.
- When field value formatting errors occur, ensure the values match the expected types (e.g., number, date, boolean) as required by the template fields.