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Overview

The node integrates with the Cloodo CRM API to update an existing Estimate record. It allows users to modify various fields of an Estimate such as client association, validity date, financial totals, currency, discount, status, and tax calculation method. This node is useful in scenarios where automated workflows need to keep estimate data current based on external triggers or internal process changes, for example:

  • Automatically updating an estimate's status when a client accepts or declines it.
  • Adjusting totals or discounts dynamically before sending updated estimates to clients.
  • Changing the validity period of an estimate based on project timelines.

Properties

Name Meaning
ID The unique identifier of the Estimate to update.
Additional Fields A collection of optional fields to update on the Estimate:
- CLient Numeric ID representing the client associated with the estimate.
- Valid Till Date string indicating the expiration date of the estimate's validity.
- Sub Total Numeric value representing the subtotal amount before taxes and discounts.
- Total Numeric value representing the total amount after calculations.
- Currency Numeric ID representing the currency used in the estimate.
- Discount Numeric value specifying any discount applied to the estimate.
- Status Status of the estimate; options include: Declined, Accepted, Waiting, Draft.
- Calculate Tax Method of tax calculation; options are "After_discount" or "Before_discount".

Output

The node outputs JSON data representing the updated Estimate object as returned by the Cloodo CRM API. This typically includes all fields of the Estimate after the update operation, reflecting the new state. The output does not explicitly mention binary data handling, so it is assumed to be purely JSON.

Dependencies

  • Requires an active connection to the Cloodo CRM API via an API key or authentication token configured in n8n credentials.
  • The base URL for API requests is https://erp-amz.cloodo.com/v4/.
  • Proper permissions to update Estimates in the Cloodo CRM system are necessary.

Troubleshooting

  • Invalid ID: If the provided Estimate ID does not exist or is malformed, the API will likely return an error. Verify the ID before running the node.
  • Authentication Errors: Missing or invalid API credentials will cause authentication failures. Ensure the API key/token is correctly set up in n8n.
  • Field Validation: Providing invalid values for fields like dates, numbers, or enums (status, calculateTax) may result in errors. Double-check field formats and allowed options.
  • Network Issues: Connectivity problems to the Cloodo API endpoint can cause timeouts or request failures. Confirm network access and endpoint availability.

Links and References

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