Actions12
Overview
The "Update Recurring" operation in the Cloodo Finance node allows users to update details of a recurring financial record within the Cloodo Worksuite API. This is useful for managing ongoing billing or subscription-like entries that need adjustments, such as changing client information, currency, or exchange rates.
Typical use cases include:
- Modifying the client associated with a recurring invoice.
- Updating the currency or exchange rate for recurring payments.
- Adjusting project associations for recurring financial records.
This operation helps automate and streamline financial workflows by programmatically maintaining recurring entries without manual intervention in the Cloodo platform.
Properties
| Name | Meaning |
|---|---|
| ID | The unique identifier of the recurring record to update. |
| Project ID | The identifier of the project associated with the recurring record (required). |
| Client ID | The identifier of the client linked to the recurring record (required). |
| Currency ID | The identifier of the currency used in the recurring record (required). |
| Exchange Rate | The exchange rate applied to the recurring record; must be between 0 and 100 (required). |
Output
The node outputs JSON data representing the updated recurring record as returned by the Cloodo Worksuite API. This typically includes fields confirming the updated values such as IDs, currency, exchange rate, and any other metadata related to the recurring entry.
No binary data output is involved in this operation.
Dependencies
- Requires an active connection to the Cloodo Worksuite API.
- Needs an API authentication token configured in n8n credentials to authorize requests.
- The base URL for API requests is
https://erp-amz.cloodo.com/v4. - Proper permissions on the API key to perform update operations on recurring records.
Troubleshooting
- Missing or invalid ID: Ensure the "ID" property is correctly set to the existing recurring record's identifier; otherwise, the update will fail.
- Invalid or missing required fields: "Project ID", "Client ID", "Currency ID", and "Exchange Rate" are mandatory. Omitting these or providing invalid values may cause errors.
- API authentication errors: Verify that the API key credential is valid and has sufficient permissions.
- Exchange Rate out of bounds: The exchange rate must be a number between 0 and 100 with up to two decimal places.
- Network issues: Check connectivity to the Cloodo API endpoint if requests time out or fail.
Links and References
- Cloodo Worksuite API Documentation (for detailed API endpoints and data models)
- n8n documentation on creating custom nodes