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Actions169

Proposition Commerciale → Refuser Une Proposition

AI-generated

Overview

This node operation allows users to refuse a commercial proposal within the Wedof platform. It is useful in scenarios where a proposal needs to be explicitly declined, such as when a client or internal stakeholder decides not to proceed with a given commercial offer. For example, a sales team member can automate the refusal of proposals that do not meet certain criteria or deadlines.

Use Case Examples

  1. Automatically refuse proposals past a certain date.
  2. Refuse proposals based on specific state dates or statuses.

Properties

Name Meaning
Depuis Le Select the start date for the custom period filter (used when periodCF or periodRF is set to custom). This filters proposals from this date onward.
Jusqu'au Select the end date for the custom period filter (used when periodCF or periodRF is set to custom). This filters proposals up to this date.
Basé Sur La Date De Choose the date field on which to base the filtering of proposals, such as examination date, last state update, or various status change dates.
Code De La Proposition The unique identifier code of the proposal to be refused. This is required to specify which proposal to refuse.
Request Options Additional request options such as batching, SSL certificate handling, proxy settings, and timeout configuration for the API request.

Output

JSON

  • status - The HTTP status code returned from the refusal request, indicating success or failure.
  • data - The response data from the API after refusing the proposal, typically including confirmation or error details.

Dependencies

  • Wedof API with an API key credential

Troubleshooting

  • Ensure the 'Code De La Proposition' (proposal identifier) is correctly provided and exists in the Wedof system to avoid 404 errors.
  • Check API credentials and permissions if the refusal request returns authorization errors.
  • Verify network connectivity and proxy settings if requests time out or fail to reach the Wedof API.
  • If SSL issues occur, consider enabling the 'Ignore SSL Issues' option cautiously.

Discussion