AvantGuard - Pax8 - Quoting icon

AvantGuard - Pax8 - Quoting

AvantGuard - Pax8

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Overview

This node allows users to create a new quote in the "Quotes" resource of an external quoting service. It is designed to send quote creation requests with specified client information and optional additional details. This node is useful in scenarios where automated quote generation is needed, such as integrating quoting workflows into CRM systems, sales automation, or custom quoting portals.

For example, a sales team could use this node to automatically generate quotes for clients based on their IDs and optionally link the quote to a specific quote request ID.

Properties

Name Meaning
Client Id The unique identifier of the client for whom the quote is being created.
Additional Body Fields Optional extra fields to include in the quote creation request. Currently supports:
- Quote Request Id: An optional identifier linking the quote to a specific quote request.

Output

The node outputs JSON data representing the response from the quote creation API. This typically includes details about the newly created quote such as its ID, status, and any other metadata returned by the external service.

No binary data output is indicated.

Dependencies

  • Requires an API key credential for authenticating with the external Pax8 quoting API.
  • The node sends HTTP requests to https://api.pax8.com with JSON payloads.
  • Proper configuration of the API authentication credential within n8n is necessary.

Troubleshooting

  • Missing or invalid Client Id: Since the Client Id is required, omitting it or providing an incorrect value will likely cause the API to reject the request. Ensure the Client Id is valid and correctly set.
  • API authentication errors: If the API key credential is missing, expired, or invalid, the node will fail to authenticate. Verify that the API key is correctly configured and has sufficient permissions.
  • Network or connectivity issues: Failures to reach the API endpoint may occur due to network problems. Check internet connectivity and firewall settings.
  • Invalid additional fields: Providing unsupported or incorrectly formatted additional body fields may cause the API to return errors. Use only supported fields like "Quote Request Id" and ensure correct formatting.

Links and References

Discussion