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Lexware Office

Interact with Lexware Office API

Actions61

Overview

This node integrates with the Lexware Office API to manage various business resources, including quotations. Specifically, the "Quotation" resource with the "Get All" operation allows users to retrieve multiple quotation records from their Lexware Office account based on a variety of filter criteria.

Common scenarios for this node include:

  • Fetching all quotations that match specific statuses or types for reporting or analysis.
  • Retrieving quotations within certain value or probability ranges to prioritize sales efforts.
  • Filtering quotations that are expiring soon to trigger follow-ups.
  • Searching quotations by text or filtering those with attachments.

Practical example:

  • A sales manager wants to get all open and accepted quotations with high priority that are expiring within the next 7 days to focus on closing deals promptly.

Properties

Name Meaning
Quotation Status Filter quotations by status: All Statuses, Draft, Open, Accepted, Rejected, Expired, Cancelled
Quotation Type Filter by type: All Types, Standard, Proposal, Estimate, Tender, Request
Priority Filter by priority: All Priorities, Low, Medium, High, Urgent
Approval Status Filter by approval status: All Statuses, Pending, Approved, Rejected
Search Term Text search term to find quotations matching the input text
Has Attachments Boolean filter to return only quotations that have attachments
Min Value Minimum monetary value filter
Max Value Maximum monetary value filter
Min Probability Minimum probability percentage (0-100) filter
Max Probability Maximum probability percentage (0-100) filter
Expiring Within Days Filter quotations that expire within the specified number of days
Return All Boolean indicating whether to return all matching results or limit the number
Limit Maximum number of results to return if Return All is false (1-250)
Page Page number for pagination (0-based)
Sort Sort order for results; options include Created At, Updated At, Voucher Date, Name, ID in ascending or descending order
Cursor Cursor string for cursor-based pagination
Offset Offset number for offset-based pagination

Output

The node outputs an array of JSON objects representing quotations retrieved from Lexware Office. Each object contains detailed fields about a quotation, such as its status, type, priority, approval status, values, dates, and other metadata.

If the "Return All" option is false, the output is limited to the specified number of quotations.

No binary data output is indicated for this operation.

Dependencies

  • Requires connection to the Lexware Office API using an API key credential.
  • The node expects the Lexware Office API base URL and API key to be configured in the credentials.
  • No additional external dependencies are required.

Troubleshooting

  • Missing Required Fields Error: If creating a resource, the node validates required fields and throws an error listing missing ones. Ensure all mandatory parameters are provided.
  • API Authentication Errors: If the API key is invalid or missing, requests will fail. Verify the API key credential configuration.
  • Pagination Issues: When not returning all results, ensure the limit and page parameters are set correctly to avoid empty or incomplete data.
  • Filter Misconfiguration: Using incompatible or incorrect filter values may result in no data returned. Double-check filter options and values.
  • Network or API Downtime: Connectivity issues or Lexware API downtime can cause failures. Check network and service status.

Links and References

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