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Overview
The Update Quote Version Status operation for the "Quote" resource in this n8n node allows you to update the status of a specific version of a quote in the Opencell system. This is useful in scenarios where quotes go through different stages (e.g., Draft, Published, Closed) and you need to programmatically manage their lifecycle from within an automated workflow.
Practical examples:
- Automatically move a quote version from "Draft" to "Published" after internal approval.
- Close a quote version when a deal is lost or completed.
- Integrate with CRM or ERP systems to synchronize quote statuses.
Properties
| Name | Type | Meaning |
|---|---|---|
| Authentication | options | Selects the authentication method to connect to Opencell (Basic Authentication or OAuth2). |
| Quote Code | string | The unique code identifying the quote whose version's status you want to update. |
| Quote Version | number | The version number of the quote to be updated. |
| Quote Status | options | The new status to set for the quote version (Draft, Published, or Closed). |
| Body Content Type | hidden | Internal property; always set to "multipart-form-data". Not user-configurable. |
Output
- The output will be a JSON object containing the response from the Opencell API after updating the quote version status.
- The structure of the output depends on the Opencell API's response for this endpoint, but typically includes confirmation of the update and possibly details about the updated quote version.
Example output (structure may vary):
{
"result": "success",
"message": "Quote version status updated successfully.",
"quoteCode": "Q12345",
"quoteVersion": 2,
"newStatus": "PUBLISHED"
}
Dependencies
- External Service: Requires access to an Opencell instance with the CPQ (Configure Price Quote) module enabled.
- Authentication: You must configure either Basic Authentication or OAuth2 credentials in n8n for Opencell.
- n8n Configuration: Credentials must be set up in the n8n credential store as
opencellApi(for Basic Auth) oropencellOAuth2Api(for OAuth2).
Troubleshooting
Common issues:
- Invalid credentials: If authentication fails, ensure your credentials are correct and have sufficient permissions.
- Quote not found: If the provided Quote Code or Quote Version does not exist, the API will return an error.
- Invalid status transition: Some status changes may not be allowed by business rules in Opencell.
Error messages and resolutions:
"Username/password error. Error code : XXX": Check your username and password or OAuth2 configuration."Host error. Error code : XXX": Verify the Opencell API URL and network connectivity."Invalid credentials (unknown error)": Double-check all credential fields and try re-authenticating."Quote not found"or similar: Ensure the Quote Code and Version are correct and exist in Opencell."Invalid status": Make sure you are using one of the allowed statuses: DRAFT, PUBLISHED, CLOSED.
Links and References
- Opencell Documentation
- n8n Documentation: Creating Custom Nodes
- Opencell API Reference (if available)
Note: The actual output structure may differ based on your Opencell configuration and version. Always refer to your Opencell API documentation for precise response formats.