AvantGuard - Pax8 - Quoting icon

AvantGuard - Pax8 - Quoting

AvantGuard - Pax8

Actions16

Overview

This node integrates with the Pax8 quoting API to update quote sections. Specifically, for the "Quote Sections" resource and the "Update Sections" operation, it allows users to modify the sections of an existing quote by providing the quote ID and the new sections data. This is useful in scenarios where quotes need to be adjusted dynamically, such as adding or modifying line items within a quote before finalizing or sending it.

Practical examples include:

  • Updating product or service line items in a sales quote.
  • Adjusting pricing or quantities in specific sections of a quote.
  • Automating quote modifications based on external triggers or workflows.

Properties

Name Meaning
Quote Id The unique identifier of the quote to update.
Sections A JSON array representing the sections to update within the quote. Each section can contain line items and other relevant details.

The Sections property expects a JSON structure similar to:

[
  {
    "lineItems": [
      {}
    ]
  }
]

Users must provide valid JSON that represents the updated sections of the quote.

Output

The node outputs JSON data corresponding to the response from the Pax8 quoting API after updating the quote sections. This typically includes the updated quote details reflecting the changes made to the sections.

If the API supports binary data output (not indicated here), it would represent related files or attachments associated with the quote, but this node primarily deals with JSON data.

Dependencies

  • Requires an API key credential for authenticating with the Pax8 quoting API.
  • The node uses the base URL https://api.pax8.com.
  • The request headers specify Accept: application/json and Content-Type: application/json.
  • No additional environment variables are explicitly required beyond the API authentication.

Troubleshooting

  • Invalid Quote Id: If the provided quote ID does not exist or is malformed, the API will likely return an error indicating the quote was not found. Verify the quote ID before running the node.
  • Malformed Sections JSON: Since the Sections property requires valid JSON, any syntax errors or invalid structure will cause parsing errors. Ensure the JSON is well-formed and matches the expected schema.
  • Authentication Errors: Missing or incorrect API credentials will result in authorization failures. Confirm that the API key credential is correctly configured.
  • API Rate Limits or Downtime: If the Pax8 API is unavailable or rate limits are exceeded, the node will fail. Implement retry logic or check API status if issues persist.

Links and References

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