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Actions169

Proposition Commerciale → Mettre À Jour Une Proposition

AI-generated

Overview

This node operation allows updating an existing commercial proposal in the Wedof system. It is useful for scenarios where you need to modify details of a proposal such as contact information, proposal code, notes, description, logo, color, amount, discount type, session dates, expiration date, and usage limits. For example, a sales team can update a proposal's amount or expiration date based on client negotiations.

Use Case Examples

  1. Updating the contact details of a proposal before sending it to a client.
  2. Changing the proposal amount or discount type after a pricing review.
  3. Extending the expiration date of a proposal to give the client more time to decide.

Properties

Name Meaning
Code Ou ID De La Proposition Identifier of the proposal to update, used in the request URL path.
Prénom First name of the contact person for the proposal, sent in the request body.
Nom Last name of the contact person for the proposal, sent in the request body.
Email Email address of the contact person for the proposal, sent in the request body.
Téléphone Phone number of the contact person for the proposal, sent in the request body.
Code Code associated with the proposal, sent in the request body.
Notes Additional notes related to the proposal, sent in the request body.
Description Description text for the proposal, sent in the request body.
Logo (URL) URL of the logo image for the proposal, sent in the request body.
Couleur Color associated with the proposal, sent in the request body.
Montant Monetary amount of the proposal, sent in the request body.
Type De Réduction Type of discount applied to the proposal, sent in the request body.
Date De Début De Session Start date of the session related to the proposal, sent in the request body.
Date De Fin De Session End date of the session related to the proposal, sent in the request body.
Date D'expiration Expiration date of the proposal, sent in the request body.
Limite D'utilisation Usage limit for the proposal, sent in the request body.

Output

JSON

  • id - Unique identifier of the updated proposal.
  • firstName - First name of the contact person in the updated proposal.
  • lastName - Last name of the contact person in the updated proposal.
  • email - Email address of the contact person in the updated proposal.
  • phoneNumber - Phone number of the contact person in the updated proposal.
  • code - Code associated with the updated proposal.
  • notes - Notes related to the updated proposal.
  • description - Description of the updated proposal.
  • logo - URL of the logo image in the updated proposal.
  • color - Color associated with the updated proposal.
  • amount - Monetary amount of the updated proposal.
  • discountType - Type of discount applied in the updated proposal.
  • sessionStartDate - Start date of the session related to the updated proposal.
  • sessionEndDate - End date of the session related to the updated proposal.
  • expire - Expiration date of the updated proposal.
  • limitUsage - Usage limit of the updated proposal.

Dependencies

  • An API key credential for Wedof API authentication

Troubleshooting

  • Ensure the proposal identifier (Code Ou ID De La Proposition) is correct and exists in the Wedof system to avoid 404 errors.
  • Verify that all required fields are provided and correctly formatted to prevent validation errors from the API.
  • Check network connectivity and API base URL configuration if requests fail to reach the Wedof server.
  • If updating fields with empty strings, they are sent as undefined to avoid overwriting with empty values; ensure this behavior matches your intent.

Discussion