AvantGuard - Pax8 - Quoting icon

AvantGuard - Pax8 - Quoting

AvantGuard - Pax8

Overview

This node integrates with the Pax8 quoting API to create a new section within a quote. It is useful in scenarios where users need to programmatically add detailed sections to existing quotes, such as when customizing pricing or service breakdowns in a sales workflow. For example, a sales automation process could use this node to append specific product or service sections to a quote before sending it to a customer.

Properties

Name Meaning
Quote Id The unique identifier of the quote to which the new section will be added.
Name The name/title of the section being created within the quote.

Output

The node outputs JSON data representing the newly created quote section as returned by the Pax8 API. This typically includes details such as the section's ID, name, and any other metadata provided by the API. There is no indication that binary data is output by this node.

Dependencies

  • Requires an API key credential for authenticating with the Pax8 quoting API.
  • The node uses the base URL https://api.pax8.com for API requests.
  • The request headers specify JSON content type and accept JSON responses.
  • The node depends on an OpenAPI specification (openapi-pax8-quoting.json) bundled internally to define its properties and operations.

Troubleshooting

  • Common issues:
    • Invalid or missing Quote Id may cause the API to reject the request.
    • Missing or incorrect API authentication credentials will result in authorization errors.
    • Network connectivity problems can prevent successful communication with the Pax8 API.
  • Error messages:
    • Authorization errors typically indicate invalid or missing API keys; ensure the correct API credential is configured.
    • Validation errors from the API may indicate required fields are missing or malformed; verify that "Quote Id" and "Name" are correctly set.
    • HTTP errors like 404 or 500 suggest issues with the API endpoint or server; retry or check Pax8 service status.

Links and References

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