Actions37
- Contact Actions
- Invoice Actions
- Item Actions
- Payment Actions
- Estimate Actions
- Tax Actions
- Bank Account Actions
Overview
This node integrates with the Alegra API to create an estimate (quote) document. It allows users to specify details such as the estimate date, due date, client, and a list of items with pricing, quantities, discounts, and taxes. Additional optional fields like seller, observations, notes, terms, status, currency, and exchange rate can also be set.
This node is useful for businesses that want to automate the creation of sales estimates or quotes within their workflows, enabling seamless integration between Alegra accounting software and other systems. For example, a sales team could automatically generate and send estimates based on customer inquiries or CRM data.
Properties
| Name | Meaning |
|---|---|
| Date | The date of the estimate in YYYY-MM-DD format. |
| Due Date | The due date by which the estimate is valid, in YYYY-MM-DD format. |
| Client Name or ID | The client associated with the estimate. Choose from a loaded list of contacts or specify an ID via expression. |
| Items | A collection of one or more items included in the estimate. Each item includes: - Item Name or ID (selectable from loaded items or by ID expression) - Price (unit price) - Quantity - Description - Discount percentage (0-100) - Tax Name or ID (multiple selectable taxes) |
| Additional Fields | Optional extra fields for the estimate: - Seller Name or ID (selectable) - Observations (internal notes) - Anotation (notes printed on the estimate) - Terms and Conditions - Status (Open, Accepted, Rejected, Invoiced) - Currency (COP, USD, EUR, MXN, ARS, PEN, CLP) - Exchange Rate (to local currency) |
Output
The output JSON contains the response from the Alegra API after creating the estimate. This typically includes the full estimate object with all submitted fields plus any additional metadata assigned by Alegra, such as the estimate ID, timestamps, and calculated totals.
No binary data is output by this node.
Dependencies
- Requires an active Alegra API key credential configured in n8n.
- The node uses the Alegra REST API v1 endpoints.
- Network access to Alegra's API service is necessary.
- The node dynamically loads options for clients, items, taxes, sellers, etc., from Alegra to populate dropdowns.
Troubleshooting
- Authentication errors: Ensure the Alegra API key credential is correctly set up and has proper permissions.
- Invalid date formats: Dates must be provided in ISO 8601 format (YYYY-MM-DD). Incorrect formats may cause API rejections.
- Missing required fields: The node requires at least the date, due date, client, and items to create an estimate. Omitting these will result in errors.
- API rate limits or downtime: If requests fail repeatedly, check Alegra API status and consider retry logic.
- Invalid item or tax IDs: When specifying items or taxes by ID, ensure they exist in Alegra; otherwise, the API will return errors.
Links and References
- Alegra API Documentation
- n8n Expressions Documentation (for using expressions in property values)