Actions61
- Contact Actions
- Article Actions
- Voucher Actions
- Invoice Actions
- Down Payment Invoice Actions
- Quotation Actions
- Credit Note Actions
- Delivery Note Actions
- Dunning Actions
- File Actions
- Profile Actions
- Country Actions
- Payment Condition Actions
- Event Subscription Actions
- Recurring Template Actions
- Voucherlist Actions
- Trigger Actions
Overview
The Lexware Office node allows users to interact with the Lexware Office API, a business management platform. Specifically, for the Quotation resource and the Update operation, this node updates an existing quotation record in the Lexware system.
This is useful in scenarios where you need to programmatically modify details of a quotation such as status, type, priority, expected order values, dates, approval settings, sales information, terms, layout preferences, tags, notes, and external references. For example, after receiving customer feedback or internal review, you might update the quotation's status from "Draft" to "Open" or adjust the expected delivery date.
Practical examples:
- Automatically update quotation details when a CRM record changes.
- Sync quotation statuses between Lexware and other sales platforms.
- Adjust quotation reminders or approval flags based on workflow automation.
Properties
| Name | Meaning |
|---|---|
| Quotation ID | The unique identifier of the quotation to update (required). |
| Quotation Status | Status of the quotation; options: All Statuses, Draft, Open, Accepted, Rejected, Expired, Cancelled. |
| Quotation Type | Type of the quotation; options: All Types, Standard, Proposal, Estimate, Tender, Request. |
| Priority | Priority level; options: All Priorities, Low, Medium, High, Urgent. |
| Probability | Probability percentage (0-100) indicating likelihood of conversion. |
| Expected Order Value | Numeric value representing the expected order amount. |
| Expected Order Date | Expected date for the order (format YYYY-MM-DD). |
| Valid Until | Date until which the quotation is valid (YYYY-MM-DD). |
| Delivery Date | Expected delivery date (YYYY-MM-DD). |
| Shipping Date | Expected shipping date (YYYY-MM-DD). |
| Approval Required | Boolean flag indicating if approval is required. |
| Approval Status | Approval state; options: All Statuses, Pending, Approved, Rejected. |
| Reminder Enabled | Boolean flag indicating if reminders are enabled. |
| Reminder Date | Date for sending reminder (YYYY-MM-DD). |
| Reminder Frequency | Frequency of reminders; options: Daily, Weekly, Monthly. |
| Customer Reference | Customer reference number as string. |
| Sales Person | Identifier for the sales person responsible. |
| Sales Channel | Identifier for the sales channel. |
| Campaign | Identifier for the campaign associated. |
| Lead Source | Identifier for the lead source. |
| Terms and Conditions | Text of terms and conditions. |
| Terms Version | Version string of the terms and conditions. |
| Print Layout | ID of the print layout to use. |
| Logo Enabled | Boolean flag whether logo is included in documents. |
| Watermark Enabled | Boolean flag whether watermark is included. |
| XRechnung Enabled | Boolean flag whether XRechnung electronic invoicing is enabled. |
| XRechnung Version | Version string for XRechnung. |
| XRechnung Profile | Profile string for XRechnung. |
| Tags | Comma-separated list of tags. |
| Notes | Additional notes text. |
| Internal Notes | Internal notes not visible to customers. |
| External ID | External system identifier for the quotation. |
| External System | Name of the external system. |
| Additional Fields | Collection of extra fields like name, description, notes, tags, external ID for the quotation. |
Output
The node outputs a JSON array containing the updated quotation object(s) returned by the Lexware Office API. Each item in the output corresponds to one updated quotation record with all its properties as stored in Lexware after the update.
No binary data output is indicated for this operation.
Dependencies
- Requires connection to the Lexware Office API.
- Requires an API key credential configured in n8n for authentication.
- The base URL for the API is taken from the credential configuration.
- No additional environment variables are indicated.
Troubleshooting
- Missing required fields error: If required fields for the update operation are missing, the node throws an error listing them. Ensure that the "Quotation ID" and any mandatory fields are provided.
- Authentication errors: If the API key credential is invalid or missing, the node will fail to authenticate. Verify the API key and credential setup.
- Invalid date formats: Dates must be in ISO format (YYYY-MM-DD). Incorrect formats may cause API errors.
- API rate limits: Excessive requests may be throttled by the Lexware API. Adjust the workflow or check API rate limit settings.
- Continue on Fail: If enabled, the node will continue processing subsequent items even if some fail, returning error messages in the output.
Links and References
- Lexware Office API Documentation (official API docs)
- n8n Documentation (for general usage and credential setup)
This summary is based on static analysis of the bundled source code and provided property definitions for the Lexware Office node focusing on the Quotation resource's Update operation.