Financial Cents

Interact with the Financial Cents API
Join our community

Actions21

Overview

This node integrates with the Financial Cents API to manage clients and their related data. Specifically, the Client - Create operation allows users to create a new client record in the Financial Cents system by providing essential details such as the client's display name and optional contact information.

Common scenarios where this node is beneficial include automating client onboarding workflows, syncing client data from other systems into Financial Cents, or programmatically adding clients during project setup processes.

For example, a user could automate the creation of a client whenever a new lead is qualified in their CRM, ensuring that all client data is centralized in Financial Cents without manual entry.

Properties

Name Meaning
Debug: Include Raw Response If enabled, the raw JSON response from the Financial Cents API will be included in each output item under the __raw property. Useful for debugging or accessing additional data fields not explicitly mapped.
Display Name The name of the client to create. This is a required field and represents the primary identifier for the client in Financial Cents.
Additional Fields Optional extra information about the client, including:
- Contact Name: Name of the client's contact person.
- Contact Email: Email address of the contact person.
- Contact Address: Physical address of the contact person or client.
- Contact Notes: Any notes related to the contact or client.

Output

The node outputs an array of JSON objects representing the created client(s). Each output item contains:

  • The main client data returned by the Financial Cents API, including at least the newly created client's details such as ID, display name, and any additional fields provided.
  • Optionally, if "Debug: Include Raw Response" is enabled, the full raw API response is included under the __raw property for deeper inspection.

No binary data is produced by this operation.

Dependencies

  • Requires an API key credential for authenticating with the Financial Cents API.
  • The node uses HTTP requests to the Financial Cents REST API endpoints.
  • No additional environment variables are needed beyond the configured API authentication.

Troubleshooting

  • Missing Required Fields: The "Display Name" is mandatory. Omitting it will likely cause the API to reject the request.
  • API Authentication Errors: Ensure the API key credential is correctly set up and has sufficient permissions to create clients.
  • Network Issues: Connectivity problems can cause timeouts or failed requests; verify network access to the Financial Cents API endpoint.
  • Unexpected API Responses: Enabling the debug option helps diagnose issues by exposing the raw API response.
  • Invalid Additional Fields: Providing improperly formatted or unsupported additional fields may result in errors; ensure values conform to expected types (strings).

Links and References

Discussion