Add Members to Quote Group Invocable Action

Use this action to add quote members to a specific quote group. For example, build scripts that automatically sort and assign subscribers to department-based quote groups during bulk imports.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions

Input Values

Parameter Description Data Type
quoteId The ID of the quote. String
quoteGroupId The ID of the quote group to add members to. String
quoteMembers A list of member information to add to the group. List of String
checkAsyncJobStatus A Boolean value that indicates whether to check for running asynchronous jobs before adding members. Boolean

Output Values

Parameter Description Data Type
isSuccess A Boolean value that indicates whether the operation succeeded. Boolean
quoteGroupId The ID of the quote group where members were added. String
errorMessage A message explaining why the opportunity couldn't be created. String

Example

JSON Request

{
  "inputs": [
    {
      "quoteId": "0Q03h000000dD3f",
      "quoteGroupId": "a453h000000QRgF",
      "checkAsyncJobStatus": true,
      "members": [
        {
          "Id": "a5X3h000000vACv"
        },
        {
          "Id": "a5X3h000000vAD0"
        }
      ]
    }
  ]
}

JSON Response Body

[
  {
    "actionName": "devops001gs0__B2BCmexAddMemQGInvocable",
    "errors": null,
    "invocationId": null,
    "isSuccess": true,
    "outcome": null,
    "outputValues": {
      "success": true,
      "quoteGroupId": "a453h000000QRgFAAW",
      "error": null
    },
    "sortOrder": 0,
    "version": 1
  }
]