Actions98
- Admin Actions
- Get Users Details
- Get User Permissions
- Update Users
- Create Users
- Get All Groups
- Get Group Members
- Get Groups
- Create Groups
- Update Groups
- Get Permissions
- Get Permission
- Create Permission
- Update Permission
- Get Configuration Rules
- Get Rule Product Groups
- Get Tables
- Get Configuration Rule
- Add or Update Configuration Rule
- Add Rule Product Groups
- Update Rule Product Groups
- Get Configuration
- Save Configuration
- Save Quote Types
- Get Currency Conversions
- Get Object Names Meta Data
- Get Customer Languages
- Get Layout Fields By Object
- Get Data Values
- Get Field Columns
- Add Currency Conversion
- Update Currency Conversion
- Delete Currency Conversion
- Save Translation Meta Data
- Save Translation Data
- Set Customer Languages
- Get Properties
- Get Locations
- Get Flows
- Get Flow By ID
- Create Flow
- Update Flow
- Set Up Customer Profile for Salesforce
- Request Free Trial
- Get Categories
- Get All Categories
- Get Category Products
- Get Non-Associated Category Products
- Get Category Pricebooks
- Get Non-Associated Pricebooks
- Get Category Details
- Get Category Discounts
- Get Category Discount By ID
- Add Categories
- Update Category
- Add Products to Category
- Delete Category Products
- Update Category Pricebooks
- Add Pricebook to a Category
- Add or Update Category Discounts
- Delete Category Discounts
- Get Price Books
- Get Based On Price Books
- Get Price Book Associated Products
- Get Price Book Available Products
- Pricebook Line Items
- Get Pricing Customer Lookup
- Add Price Book
- Update Price Book
- Add Price Book Associated Products
- Update Price Book Associated Products
- Get Deal Guidances
- Add Deal Guidance
- Update Deal Guidances
- Get Table Schemas
- Get Approvals
- Get Group Users
- Add or Update Approval
- Get Objects
- Get Object Details by ID
- Get Data Types
- Add Objects
- Update Objects
- Import Data
- Get Functions
- Get Template List
- Insert or Update Templates
- Get Layout Fields
- Get Layouts
- Get Layouts By Layout ID
- Add Layouts
- Delete Layouts
- Get Product Activity Timeline
- Get Price Book Activity Timeline
- Get Price Book Item Activity Timeline
- Get Rule Activity Timeline
- Get All Product UOMs
- Get All Product UOM Conversions
- Get Products
Overview
This node integrates with the ScaleFluidly API, allowing users to perform various operations across multiple resources such as Admin, Quote, Configure, Pricing, and MCP. Specifically for the Admin resource and the Insert or Update Templates operation, the node sends a JSON request body to the ScaleFluidly API endpoint responsible for inserting or updating templates in the system.
Typical use cases include automating template management within an organization's workflow, such as adding new document templates or updating existing ones programmatically. This can be beneficial in scenarios where templates need to be dynamically maintained based on external data or business logic, reducing manual effort and ensuring consistency.
Example: Automatically update email or document templates used in sales quotes or contracts whenever there is a change in branding or legal requirements.
Properties
Name | Meaning |
---|---|
Environment | The target environment for the API call. Options are: - Dev (https://documentation-dev.scalefluidly.com) - QA (https://documentation.scalefluidly.com) - Local (http://localhost:8400) |
Request | The JSON request body containing the details of the templates to insert or update. This must conform to the API's expected schema for template data. |
Output
The node outputs an array of JSON objects corresponding to the responses from the ScaleFluidly API for each input item processed. Each JSON object contains the API response data related to the insert or update template operation.
If the API supports binary data output for this operation, it is not indicated in the provided code or properties; thus, only JSON output is expected.
Dependencies
- Requires access to the ScaleFluidly API endpoints.
- Optionally uses an API authentication token if configured; otherwise, it attempts unauthenticated requests.
- The node expects the user to provide a valid JSON request body matching the API specification for inserting or updating templates.
- No explicit environment variables are required beyond selecting the environment URL.
Troubleshooting
- Bearer token not found error: If processing multiple items, the first item's authorization header is extracted and reused. If missing, the node throws an error. Ensure that the input data includes a valid authorization token in the headers for the first item or configure credentials properly.
- Operation not found error: If the specified operation or intent does not match any known API endpoint, the node will throw an error indicating the operation was not found. Verify the operation name and resource selection.
- Invalid JSON request body: Since the request body is user-provided JSON, malformed or incorrect schema may cause API errors. Validate the JSON structure before execution.
- Network or environment URL issues: Selecting the wrong environment or having network connectivity problems to the chosen URL will result in request failures.
Links and References
- ScaleFluidly API Documentation (QA environment URL)
- Refer to your organization's ScaleFluidly API schema documentation for the exact structure of the "Request" JSON body for template insertion or updates.