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Numi Bank Account

Numi Bank Account Node
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Overview

The Numi Bank Account node allows you to retrieve bank account information associated with a user in the Numi system, based on their phone number. This node is useful for workflows that need to fetch or filter payment methods (bank accounts) for a given user, such as automating customer support, verifying available payment options, or integrating with financial services.

Example scenarios:

  • Fetching all bank accounts linked to a user's phone number.
  • Retrieving details of a specific bank account by its name for a user.
  • Integrating Numi payment method lookups into onboarding or KYC processes.

Properties

Name Meaning
Operation The action to perform. Options:
• Get Bank Account – Get a Numi payment methods
User Phone Number User telephone number to obtain contacts. Required when getting bank accounts.
Bank AccountName Name Payment Method Name. Optional; if provided, filters results to this specific bank account.

Output

The node outputs data in the json field with the following structure:

  • bankAccount: An array containing one or more bank account objects retrieved for the user. If a specific account name is provided, only that account is included.
  • response_bankAccount: An object with a message property summarizing the result. For example, it may contain the name(s) of the returned bank account(s).

Example output:

{
  "bankAccount": [
    {
      "name": "Main Checking",
      // ...other bank account fields
    }
  ],
  "response_bankAccount": {
    "message": "Main Checking"
  }
}

If multiple accounts are returned, the message will list their names separated by hyphens and line breaks.

Dependencies

  • External Service: Requires access to the Numi partner service API.
  • Credentials: Needs an n8n credential named numiKeyApi to authenticate requests.

Troubleshooting

Common issues:

  • Missing or invalid credentials: If the required numiKeyApi credential is not set up or is incorrect, the node will fail to connect to the Numi service.
  • Invalid or missing phone number: The "User Phone Number" property is required. If omitted or invalid, no bank accounts can be retrieved.
  • Bank account not found: If a specific "Bank AccountName Name" is provided but does not match any account, the output may have an empty or undefined entry.

Error messages and resolutions:

  • Authentication failed: Check your numiKeyApi credentials in n8n.
  • No bank accounts found: Verify the phone number and ensure the user has linked bank accounts.
  • Cannot read property 'name' of undefined: This may occur if the specified bank account name does not exist for the user. Double-check the spelling and existence of the account.

Links and References

  • n8n Documentation
  • Numi API documentation (contact your Numi partner representative for access)

Discussion