Actions53
- Customer Actions
- Invoicing Actions
- Contact Actions
- Opportunity Actions
- Outstanding Actions
- Parameters Actions
- Payments Api Actions
- Product Actions
- Promo Code Actions
- Quotes Actions
- Telco Actions
Overview
This node integrates with the Soliditech API to perform various operations related to quotes, specifically the 'Approve Quote' operation in this context. It allows users to approve one or more quotes by sending their IDs to the Soliditech API. This is useful in scenarios where automated workflows need to manage quote approvals, such as in sales or contract management processes, enabling seamless integration with Soliditech's quote management system.
Use Case Examples
- Automatically approve multiple quotes in a sales pipeline after certain conditions are met.
- Integrate quote approval into a larger workflow that handles customer onboarding or contract finalization.
Properties
| Name | Meaning |
|---|---|
| Additional Fields | Optional additional parameters for the approve quote operation, including a list of quote IDs to approve. |
| Simplify Output | Boolean flag to determine whether to simplify the output data from the API response. |
| Simplify Path | The JSON path to the property that should be returned when output simplification is enabled. |
Output
JSON
result- The main result property from the API response, returned when output simplification is enabled.quoteIdList- The list of quote IDs sent for approval in the request.error- Error message returned if the operation fails and continueOnFail is enabled.
Dependencies
- Soliditech API (v.1)
Troubleshooting
- Ensure that the 'quoteIdList' contains valid quote IDs in the correct format (e.g., 'Q41617').
- If the API returns an error, check the error message for details and verify that the API credentials are correctly configured.
- If no binary data is found when expected, verify the binary data property name and input data structure.
- The node throws an error if the operation or resource is not supported; ensure the correct resource ('Quotes') and operation ('Approve Quote') are selected.
Links
- Soliditech API - Approve Quote - Official API documentation for the Approve Quote operation in Soliditech.
