Actions16
- Quote Preferences Actions
- Quotes Actions
- Quote Access List Actions
- Quote Line Items Actions
- Quote Sections Actions
Overview
This node interacts with the Pax8 quoting API to retrieve a list of quotes. It is designed to fetch multiple quote records based on various filtering, sorting, and pagination options. This functionality is useful in scenarios where users need to display or process multiple quotes from the Pax8 platform, such as generating reports, syncing data with other systems, or managing quotes in bulk.
Practical examples include:
- Fetching the first 10 draft quotes sorted by creation date.
- Searching for quotes related to a specific client name or reference code.
- Filtering quotes by status (e.g., only "sent" or "accepted" quotes).
- Paginating through large sets of quotes to process them incrementally.
Properties
| Name | Meaning |
|---|---|
| Additional Query Parameters | Optional parameters to customize the query: |
| - Limit | Number of quotes to return per request (default 10). |
| - Page | Page number for paginated results (default 0). |
| - Sort | Field and direction to sort the results by. Options: Id, Status, Client Name, Created By, Created On, Updated On, Totals Initial Total, Totals Recurring Total. Default is "id". Format example: fieldName,direction (e.g., status,desc). |
| - Search | Text search across fields like client name, reference code, created by user name, and invoice totals. |
| - Status | Filter quotes by their status. Multiple statuses can be provided as a comma-separated list. Options: Draft, Assigned, Sent, Closed, Declined, Accepted, Changes Requested, Expired. Default is "draft". |
| - Account | Filter quotes by account type. Options: User, Partner. Default is "user". |
Output
The node outputs JSON data containing the list of quotes retrieved from the Pax8 API. Each item in the output corresponds to a quote object with its associated details as returned by the API. The structure typically includes fields such as quote ID, status, client information, creation and update timestamps, totals, and other relevant metadata.
If binary data were involved, it would represent attachments or files related to quotes, but this node focuses on JSON data output only.
Dependencies
- Requires an API key credential for authenticating with the Pax8 quoting API.
- The node uses the base URL
https://api.pax8.comfor API requests. - No additional external dependencies are indicated beyond the API access.
Troubleshooting
Common issues:
- Invalid or missing API credentials will cause authentication failures.
- Providing invalid values for query parameters (e.g., unsupported status values or malformed sort strings) may result in API errors.
- Pagination parameters out of range might return empty results.
Error messages:
- Authentication errors typically indicate problems with the API key; ensure the correct credential is configured.
- Validation errors from the API may specify which query parameter is incorrect; verify parameter formats and allowed values.
- Network or connectivity errors suggest checking internet access and API endpoint availability.
Links and References
- Pax8 API documentation (for quotes endpoint and query parameters): [Not provided in source]
- n8n documentation on creating and using custom nodes: https://docs.n8n.io/
- General REST API best practices for pagination, filtering, and sorting.