Issue with halopsa builtin create client

Questions
1

Describe the problem/error/question

utilizing the built in halopsa create client does not work, it errors missing additoinal fields which cannot be added to the node

What is the error message (if any)?

Bad request - please check your parameters

Please populate main contact name

Please share your workflow

Share the output returned by the last node

Information on your n8n setup

  • n8n version: current
  • Database (default: SQLite): default
  • n8n EXECUTIONS_PROCESS setting (default: own, main):
  • Running n8n via (Docker, npm, n8n cloud, desktop app): website
  • Operating system: windows 11
2

Welcome to the community @hal9000 !

Tip for sharing information

Pasting your n8n workflow

Ensure to copy your n8n workflow and paste it in the code block, that is in between the pairs of triple backticks, which also could be achieved by clicking </> (preformatted text) in the editor and pasting in your workflow.

```
<your workflow>
```

That implies to any JSON output you would like to share with us.

Make sure that you have removed any sensitive information from your workflow and include dummy or pinned data with it!

We are aware of the missing required fields and have an internal ticket to have it fixed. However, the HaloPSA documentation is not clear and does not indicate which field is required. There are literally hundreds fields that could be added to the payload.

Could you let us know what fields are required for your use case (create client)?

Also, meanwhile you could use generic HTTP Request node to utilize HaloPSA API.

4

currently when trying to run it errors trying to make the “main contact name” are you able to add that field and ill run a test again to see if yells for the next thing

5

if helpful, in power automate we pass these items

business name
address 1
address 2
city
state
zip code

contact 1 name
contact 1 title
contact 1 phone
contact 1 cell
contact 1 email

6

Unfortunately I have no access to HaloPSA. As I mentioned you can use HTTP Request node composing the payload yourself and adding a property one by one. This way you can determine which field is required.

I cannot be sure that all the fields in your last post is actually mandatory to be able to create a client.

7

is this helpful to you?

Form Field Halo Table/Screen Halo Field
Business Name Client name
Address 1 Client newclient_delivery_address - line1
Address 2 - -
City -
State - -
Zip Code Client newclient_delivery_address - postcode
Contact 1 Name Client newclient_contactname
Users name
Contact 1 Title Client newclient_contacttitle
Users title
Contact 1 Phone Client newclient_phonenumber
Users phonenumber
Contact 1 Cell - -
Contact 1 Email Client newclient_contactemail
Users emailaddress
ClientContract emailaddress_to
Contact 2 Name Users name
Contact 2 Title Users title
Contact 2 Email Users emailaddress
Contact 2 Phone Users phonenumber
Contact 2 Cell - -
Contract Rate ClientContract costperperiod
ClientContract periodchargeamount
Contract Term ClientContract Calculate end date
Project Credit - -
Payment Frequency - -
8

is there a way for me to edit the halopsa create client to add the additional fields or is that only something you can do?

9

Hey @hal9000 , I can see you added comment to GitHub issue in relation to the internal ticket we opened, which I mentioned to you, halo psa create client does not work · Issue #12560 · n8n-io/n8n · GitHub.

If you self-host the instance and you have skills for managing Node.js and Typescript projects you could make changes yourself. Though, I believe you can overcome the issue by utilizing generic HTTP Request node to communicate with HaloPSA API, no need to wait for a fix if the matter is urgent.