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 to perform various operations related to quotes, pricing, configuration, and more. Specifically, for the Quote resource and the Get Quote Layout By Type operation, it retrieves the layout details of a quote based on its type from the selected environment.
Common scenarios where this node is useful include:
- Automating retrieval of quote layouts to dynamically build user interfaces or forms.
- Integrating quote data structures into workflows for further processing or validation.
- Fetching quote metadata to customize sales or quoting applications.
For example, a sales automation workflow could use this node to fetch the layout of a specific quote type in the QA environment, then use that layout information to generate a custom quote form for users.
Properties
| Name | Meaning |
|---|---|
| Environment | The target environment URL to send requests to. Options: Dev, QA, Local (with respective URLs). |
Note: For this operation, the only input property required is the Environment, which determines the base URL for the API request.
Output
The node outputs an array of JSON objects representing the response from the ScaleFluidly API for the requested quote layout. Each item in the output corresponds to the layout data retrieved for the specified quote type.
The exact structure depends on the API response but generally includes fields describing the layout configuration, such as sections, fields, and their properties.
No binary data output is produced by this operation.
Dependencies
- Requires access to the ScaleFluidly API endpoint corresponding to the chosen environment.
- Optionally uses an authorization bearer token passed via the input data headers for authenticated requests.
- No explicit credential configuration is mandatory, but if authentication is needed, an API key or token should be provided in the input data headers under
authorization.
Troubleshooting
- Bearer token not found: If the first input item does not contain an authorization header with a bearer token, and no token has been previously stored, the node will throw an error. Ensure the input data includes valid authorization headers.
- Operation not found: If the operation name does not map to a known API endpoint, an error will be thrown. Verify the operation parameter is correctly set to "get_quote_layout_by_type" or the intended operation.
- Request failures: Network issues or incorrect environment URLs can cause request errors. Confirm the environment URL is reachable and correct.
- Invalid request body: If the
request_infoJSON parameter is malformed or missing required fields, the API may reject the request. Validate the JSON structure before execution.
Links and References
- ScaleFluidly API Documentation (QA environment)
- ScaleFluidly Developer Portal (Dev environment)
If you need details about other operations or resources, please provide their names.