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LEDGERS

Interact with LEDGERS API

Overview

This node interacts with the "Sales Operation (India)" resource of the LEDGERS API, specifically supporting the "List Quotes" operation. It allows users to retrieve a list of sales quotes from their LEDGERS account, filtered by date range and limited in number.

Typical use cases include:

  • Fetching recent or historical sales quotes for reporting or analysis.
  • Integrating quote data into other workflows such as CRM updates or invoicing.
  • Automating monitoring of quotes within a specified timeframe.

For example, a user might configure this node to list up to 10 quotes created between January 1st and March 31st to generate a quarterly sales report.

Properties

Name Meaning
Limit The maximum number of quotes to return.
Filters Optional filters to narrow down the list of quotes:
  Date From Start date to filter quotes created on or after this date (date only, no time).
  Date To End date to filter quotes created on or before this date (date only, no time).

Output

The node outputs JSON data containing an array of quote objects retrieved from the LEDGERS API. Each object represents a sales quote with its associated details (such as quote ID, date, customer info, amounts, status, etc.). The exact structure depends on the API response but typically includes all relevant fields describing each quote.

No binary data output is produced by this node.

Dependencies

  • Requires an active connection to the LEDGERS API via an API key credential and user authentication (email and password).
  • The node performs login requests to obtain an API token before fetching quotes.
  • The API base URL must be configured correctly in the credentials.
  • Network access to the LEDGERS API endpoints is necessary.

Troubleshooting

  • Authentication failures: If the node returns errors about failed login or missing tokens, verify that the API key, email, and password credentials are correct and have sufficient permissions.
  • Empty or incomplete results: Check that the date filters are valid and that there are quotes available in the specified range. Also confirm the "Limit" property is set appropriately.
  • API connectivity issues: Ensure network connectivity to the LEDGERS API endpoint and that the API URL is correctly configured.
  • Unexpected API responses: If the API changes or returns unexpected data structures, the node may fail. Updating the node or checking API documentation may be required.

Links and References

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