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 interacts with the Soliditech API to update a quote record. It is designed to update specific details of a quote identified by a Quote ID, allowing users to modify fields such as the quote date, sales agent, and description. This operation is useful in scenarios where quotes need to be revised or corrected after their initial creation, such as updating sales information or adjusting descriptions before final approval.
Use Case Examples
- Updating the quote date and sales agent for an existing quote.
- Modifying the description of a quote to reflect new terms or conditions.
Properties
| Name | Meaning |
|---|---|
| Quote ID | The unique identifier of the quote to be updated, required to specify which quote record to modify. |
| Additional Fields | Optional fields that can be updated on the quote, including Quote Date, Sales Agent, and Description. |
| Simplify Output | A boolean flag to determine whether to simplify the output data returned by the node. |
| Simplify Path | The JSON path to the property that should be returned if output simplification is enabled. |
Output
JSON
result- The main response data from the API call, containing the updated quote information or status.
Dependencies
- Soliditech API with authentication via an API key credential
Troubleshooting
- Ensure the Quote ID is correctly specified and exists in the Soliditech system to avoid errors related to missing or invalid quote references.
- If using JSON parameters, verify that the JSON is a valid object to prevent parsing errors.
- When simplifying output, ensure the simplify path corresponds to a valid property in the API response to avoid empty or undefined results.
- Check that all required fields are provided and correctly formatted, especially date fields and numeric IDs, to prevent API validation errors.
Links
- Soliditech API Quotes Documentation - Official documentation for the Soliditech Quotes API, including details on updating quotes.
