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
The "Clone Quote" operation in the ScaleFluidly node allows users to create a duplicate of an existing quote within the ScaleFluidly platform. This is useful when you want to replicate a quote's details, such as products, pricing, and configurations, without manually recreating it from scratch. Common scenarios include quickly generating similar quotes for different customers or versions, or using an existing quote as a template for new sales opportunities.
For example, a sales team member can clone a previously approved quote to adjust quantities or pricing for a new customer while preserving all other details intact.
Properties
| Name | Meaning |
|---|---|
| Environment | The target environment where the API request will be sent. Options: Dev, QA, Local (with URLs). |
| Request | JSON object containing the request body specific to the "Clone Quote" operation. This includes all necessary data to identify and clone the quote. |
Output
The node outputs an array of JSON objects representing the response(s) from the ScaleFluidly API after performing the clone operation. Each item in the output corresponds to one input item processed.
- The
jsonoutput field contains the full API response, typically including details of the newly cloned quote such as its ID, status, and any metadata returned by the service. - No binary data output is produced by this operation.
Dependencies
- Requires access to the ScaleFluidly API endpoint corresponding to the selected environment (Dev, QA, or Local).
- An authorization token (Bearer token) must be provided in the input data headers for authentication with the ScaleFluidly API.
- Optionally, the node can use configured credentials for authentication if no explicit token is found in the input.
Troubleshooting
- Bearer token not found: If the first input item does not contain an authorization header with a bearer token, and no credential is configured, the node will throw an error. Ensure that the input data includes a valid authorization token or configure the node with appropriate API credentials.
- Operation not found: If the operation name does not map to a known API endpoint, an error will be thrown. Verify that the operation parameter is correctly set to "clone_quote".
- API errors: Any errors returned by the ScaleFluidly API (e.g., invalid quote ID, permission issues) will be passed through in the node output. Check the API response message for details.
- Environment URL correctness: Make sure the selected environment URL is reachable and correct; otherwise, requests will fail.
Links and References
- ScaleFluidly API Documentation (QA environment)
- ScaleFluidly Developer Guide (Dev environment)
This summary is based on static analysis of the node's source code and provided property definitions, focusing specifically on the "Quote" resource and "Clone Quote" operation.