Actions224
- Quote Actions
- Get Layout for Order
- Get Orders
- Get PageLayout
- Get PerformanceData
- Get Quote ActivityTimeline
- Get Quote Types
- Get QuoteData
- Get QuoteDataLanding Page
- Get QuoteDetails
- Get QuoteId And Type From SfExternalId
- Get QuoteVersions
- Get Quotelinesummary
- Get Room Layout by Type
- Get Rooms
- Get Shared Templates
- Get Templates List
- Get User Quotes
- Insert AddressDetails
- Order Details
- Participants For Quote
- Participants For Room
- Room Details
- Save Or Update PageLayout
- Update Account
- Update Contact
- Update Order
- Update Quote
- Update Room
- Update Status By Approver
- User Room
- Fetch Object Details
- Send Email To Participants
- Add Approver
- Add Participants
- Add Participants For Room
- Clone Quote
- Create Account
- Create Contact
- Create External Account
- Create Order
- Create Quote
- Create Room
- Create Quote Version
- Delegate Approver
- Delete Participants
- Delete Participants For Room
- Get Account Details
- Get Account Layout
- Get Accounts
- Get Activity Timeline
- Get All Emails
- Get All Users And Contacts For Room
- Get All Users And Contacts For Quote
- Get Approvals List
- Get Approvers List
- Get Available Users And Contacts For Room
- Get Cart Quote Line Items
- Get Complete Account Details
- Get Complete Order Details
- Get Contact Details
- Get Contacts For Account
- Get DealData
- Get Details
- Get Documents By Room
- Get HighValueDealsData
- Get Quote Layout By Type
- Admin Actions
- Get Flow By ID
- Get Users Details
- Get User Permissions
- Update Users
- Create Users
- Get All Groups
- Get Group Members
- Get Groups
- Create Groups
- Update Groups
- Get Permissions
- Get Permission
- Create Permission
- Update Permission
- Get Configuration Rules
- Get Rule Product Groups
- Get Tables
- Get Configuration Rule
- Add or Update Configuration Rule
- Add Rule Product Groups
- Update Rule Product Groups
- Get Configuration
- Save Configuration
- Save Quote Types
- Get Currency Conversions
- Get Object Names Meta Data
- Get Customer Languages
- Get Layout Fields By Object
- Get Data Values
- Get Field Columns
- Add Currency Conversion
- Update Currency Conversion
- Delete Currency Conversion
- Save Translation Meta Data
- Save Translation Data
- Set Customer Languages
- Get Properties
- Get Locations
- Get Flows
- Create Flow
- Update Flow
- Set Up Customer Profile for Salesforce
- Request Free Trial
- Get Categories
- Get All Categories
- Get Category Products
- Get Non-Associated Category Products
- Get Category Pricebooks
- Get Non-Associated Pricebooks
- Get Category Details
- Get Category Discounts
- Get Category Discount By ID
- Add Categories
- Update Category
- Add Products to Category
- Delete Category Products
- Update Category Pricebooks
- Add Pricebook to a Category
- Add or Update Category Discounts
- Delete Category Discounts
- Get Price Books
- Get Based On Price Books
- Get Price Book Associated Products
- Get Price Book Available Products
- Pricebook Line Items
- Get Pricing Customer Lookup
- Add Price Book
- Update Price Book
- Add Price Book Associated Products
- Update Price Book Associated Products
- Get Deal Guidances
- Add Deal Guidance
- Update Deal Guidances
- Get Table Schemas
- Get Approvals
- Get Group Users
- Add or Update Approval
- Get Objects
- Get Object Details by ID
- Get Data Types
- Add Objects
- Update Objects
- Import Data
- Get Functions
- Get Template List
- Insert or Update Templates
- Get Layout Fields
- Get Layouts
- Get Layouts By Layout ID
- Add Layouts
- Delete Layouts
- Get Product Activity Timeline
- Get Price Book Activity Timeline
- Get Price Book Item Activity Timeline
- Get Rule Activity Timeline
- Get All Product UOMs
- Get All Product UOM Conversions
- Get Products
- Get Product Options
- Get Attribute Groups
- Get All Product Attributes
- Add Product UOM
- Edit Product UOM
- Add Product UOM Conversion
- Edit Product UOM Conversion
- Get Product By ID
- Get Available Product Options
- Get Available Product Group Options
- Get Associated Product Options
- Get Product Groups
- Get Product Group Options
- Get Product Options By Group ID
- Get Product Attributes
- Get Product Attributes By Group ID
- Get Group Attributes
- Get Available Product Group Attributes
- Add Price Book Item
- Edit Price Book Item
- Add Product
- Update Products
- Save Product Group Options
- Delete Product Group Options
- Save Product Group Attributes
- Update Option Group
- Configure Actions
- Add Products To Quote
- Add Products Into Group
- Apply Favorite Carts
- Clone Bundle
- Configure Product
- Create Favorite Cart
- Delete Bundle
- Delete Favorite Cart
- Favorite Carts
- Predefined Grouping
- Product Line Summary
- Product Recommendations
- ProductDetails
- Quote LineItems Summary
- Selected Product Options
- UnGroup Products
- Search Objects
- UniversalSearch Objects
- Add User Favourite Product
- Get Categories
- Get User Products By Filter
- Get Product Categories
- Remove User Favourite Product
- Search Product Categories
- Get User Favourite Products
- MCP Actions
- Pricing Actions
Overview
This node integrates with the ScaleFluidly API, allowing users to perform various operations across multiple resources such as Admin, Quote, Configure, Pricing, and MCP. Specifically for the Admin resource and the Insert or Update Templates operation, the node sends a JSON request body to the ScaleFluidly API endpoint responsible for inserting or updating templates in the system.
Typical use cases include automating template management within an organization's workflow, such as adding new document templates or updating existing ones programmatically. This can be beneficial in scenarios where templates need to be dynamically maintained based on external data or business logic, reducing manual effort and ensuring consistency.
Example: Automatically update email or document templates used in sales quotes or contracts whenever there is a change in branding or legal requirements.
Properties
| Name | Meaning |
|---|---|
| Environment | The target environment for the API call. Options are: - Dev (https://documentation-dev.scalefluidly.com) - QA (https://documentation.scalefluidly.com) - Local (http://localhost:8400) |
| Request | The JSON request body containing the details of the templates to insert or update. This must conform to the API's expected schema for template data. |
Output
The node outputs an array of JSON objects corresponding to the responses from the ScaleFluidly API for each input item processed. Each JSON object contains the API response data related to the insert or update template operation.
If the API supports binary data output for this operation, it is not indicated in the provided code or properties; thus, only JSON output is expected.
Dependencies
- Requires access to the ScaleFluidly API endpoints.
- Optionally uses an API authentication token if configured; otherwise, it attempts unauthenticated requests.
- The node expects the user to provide a valid JSON request body matching the API specification for inserting or updating templates.
- No explicit environment variables are required beyond selecting the environment URL.
Troubleshooting
- Bearer token not found error: If processing multiple items, the first item's authorization header is extracted and reused. If missing, the node throws an error. Ensure that the input data includes a valid authorization token in the headers for the first item or configure credentials properly.
- Operation not found error: If the specified operation or intent does not match any known API endpoint, the node will throw an error indicating the operation was not found. Verify the operation name and resource selection.
- Invalid JSON request body: Since the request body is user-provided JSON, malformed or incorrect schema may cause API errors. Validate the JSON structure before execution.
- Network or environment URL issues: Selecting the wrong environment or having network connectivity problems to the chosen URL will result in request failures.
Links and References
- ScaleFluidly API Documentation (QA environment URL)
- Refer to your organization's ScaleFluidly API schema documentation for the exact structure of the "Request" JSON body for template insertion or updates.