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Overview

This node integrates with the Bexio API to create a new customer quote. It is useful for automating the creation of sales quotes linked to specific contacts and users within the Bexio system. For example, a sales automation workflow can generate quotes for customers based on their contact ID and assign responsibility to a specific user in the organization.

Use Case Examples

  1. Create a new quote for a customer by specifying their contact ID and the user responsible for the quote.
  2. Automate quote generation in a sales pipeline by linking quotes to contacts and users dynamically.

Properties

Name Meaning
Contact ID ID of the contact for this quote, used to associate the quote with a specific customer.
User Name or ID User responsible for this quote, selectable from a list or specified by ID via expression.

Output

JSON

  • id - Unique identifier of the created quote.
  • contact_id - ID of the contact associated with the quote.
  • user_id - ID of the user responsible for the quote.
  • status - Current status of the quote.
  • created_at - Timestamp when the quote was created.

Dependencies

  • Bexio API with authentication credentials

Troubleshooting

  • Ensure the Contact ID provided exists in Bexio; otherwise, the API will return an error.
  • User ID must be valid and correspond to an existing user in Bexio.
  • API authentication errors may occur if credentials are missing or invalid; verify API key or token configuration.
  • Network issues or API rate limits can cause request failures; check connectivity and Bexio API status.

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