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Price history

With one click on a quote or an order, this agent shows what the customer paid before for each product on it. It flags a price that is higher than the last one paid or well below the lowest, so the prices you send stay consistent.

To see how a price is built up, use Why this price?.

In short
Where you use itOn a quote or an order in the Sales Hub, behind the Workflows button
StartsWith a click on the agent
Changes in PropellerNothing. It only reads orders
Uses AINo
TextsEnglish or Dutch, a setting
Runs in n8nOne per click
DifficultyEasy

What you get​

Per product line: the last three purchases with date, order number, quantity and price, the last price paid, the lowest price paid and the number of orders of the last 365 days with the product.

The AI Agents dialog on a quote with its price history: lines priced as in earlier orders, each with the last purchases of the customer

A line shows asWhen
To checkIts price is above the last price paid or more than 5% below the lowest price paid
ConsistentIts price is neither
Never bought beforeNo order of the last 365 days has this product

Prices are per piece and without VAT.

What you need​

  • An n8n account with the credential Propeller API key. See Set up n8n.
  • An API key with Viewer access on Order Data.
  • Backoffice access and the Configuration role with Owner access, to register the agent.

How it works​

Propeller sends the lines of the quote or order that is open. For each product the agent reads the newest 20 orders of the same company that hold it, in the statuses that count as a purchase. The open quote or order itself is left out.

Good to know

The workflows and agents in the Agent Hub are free to use and adapt. They are examples, not supported product features. Test them in a test environment and check the results before you use them on real customers.

Install it​

Install a workflow from the library explains each step.

  1. Import the file into n8n.
  2. Check that the nodes Probe Orders and Look Up Purchases use the credential Propeller API key.
  3. Follow Register the agent in Propeller with the values below.
  4. Open a quote in the Sales Hub, click Workflows and click the agent.
FieldValue
TriggerButton
Interaction modeSingle turn
PlacementsSales Hub · Quote editor and Sales Hub · Order editor, a quote or an order in the editor

The price history shows in the dialog. An error instead of an answer means the address, the login or the key is not right. It can also mean that the workflow is not published.

Make it yours​

SettingDefaultWhat it does
LANGUAGE'EN'The language of the answer: 'EN' or 'NL'
CURRENCY'EUR'The currency sign of the prices
PURCHASE_STATUSESNEW, CONFIRMED, VALIDATED, ARCHIVEDThe statuses that count as a purchase. See Fill in order status codes
HISTORY_DAYS365How many days back the agent looks
SHOW_LAST3The purchases listed per line
FLAG_PERCENT5How far below the lowest price paid a price may be before it is flagged
MAX_LINES40The lines looked up per click
LOOKUP_ORDERS20The newest orders read per product, at most 50

Leave the other settings as they are.

Limits​

  • Earlier orders are found by the SKU on the line. An order line saved under another SKU of the same product is missed.
  • The lowest price is the lowest of the orders read, not of the whole year.
  • A discount on a separate order line is not taken off. The price shown is the price on the product line.
  • A quote of 16 lines took 5 seconds in a test. Propeller waits 30 seconds for an answer by default.