Actions53
- Customer Actions
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- Payments Api Actions
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- Quotes Actions
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Overview
This node interacts with the Soliditech API to perform operations related to Quotes, specifically the 'Finalise Quote' operation in this context. It allows users to finalize one or more quotes by providing a list of Quote IDs. This is useful in scenarios where quotes need to be confirmed or locked in the system as part of a sales or contract workflow.
Use Case Examples
- Finalizing multiple quotes by providing their IDs to mark them as finalized in the Soliditech system.
- Automating the quote finalization process in a sales pipeline to ensure quotes are properly closed and recorded.
Properties
| Name | Meaning |
|---|---|
| Quote ID List | A collection of Quote IDs to be finalized. Each entry contains a Quote ID string, e.g., 'Q41617'. |
| Simplify Output | Boolean flag to determine whether to simplify the output data. |
| Simplify Path | The path to the property in the response that should be returned if output simplification is enabled. |
Output
JSON
result- The main result or response from the Finalise Quote API call, containing details about the finalized quotes.
Dependencies
- Requires an API key credential for Soliditech API authentication.
Troubleshooting
- Ensure that the Quote ID List is not empty and contains valid Quote IDs; otherwise, the API call may fail.
- If the 'Simplify Output' option is enabled, verify that the 'Simplify Path' correctly points to a valid property in the API response to avoid empty or incorrect outputs.
- Common errors include invalid Quote IDs or authentication failures; verify API credentials and input data format.
Links
- Soliditech API - Finalise Quote - Official documentation for the Finalise Quote operation in the Soliditech API.