Actions42
- Item Actions
- Banking Actions
- Contact Actions
- Invoice Actions
- Order Actions
- Quote Actions
Overview
This node interacts with the Bexio API to perform operations related to customer quotes. Specifically, the 'Search' operation under the 'Quote' resource allows users to search for customer quotes in their Bexio account. It is useful for retrieving quotes based on specific criteria or fetching multiple quotes for further processing or analysis. For example, a user might search for all quotes related to a particular customer or within a certain date range.
Use Case Examples
- Search for all quotes related to a specific customer to generate a report.
- Retrieve a limited number of recent quotes for review or follow-up.
Properties
| Name | Meaning |
|---|---|
| Return All | Determines whether to return all search results or limit the number of results returned. |
| Limit | Specifies the maximum number of search results to return when 'Return All' is set to false. |
Output
JSON
id- Unique identifier of the quote.contact_id- Identifier of the contact associated with the quote.date- Date when the quote was created.total_amount- Total amount of the quote.status- Current status of the quote.
Dependencies
- Bexio API
- API authentication token or API key credential
Troubleshooting
- Ensure the API credentials are correctly configured and have the necessary permissions to access quotes.
- If the node returns an error about rate limits, consider reducing the number of results requested or enabling 'Return All' carefully.
- Errors related to network connectivity or API availability should be retried later.
Links
- Bexio API Documentation - Official documentation for the Bexio API, including endpoints for quotes and other resources.