Use this action to create an enterprise quote based on specific inputs, such as account and oppportunity details. For example, build agents that auto-generate complex enterprise quotes when an opportunity reaches the proposal stage.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions |
Input Values
| Parameter | Description | Data Type |
|---|---|---|
| objectType | The type of record to create. Valid values are Quote, Order. | String |
| Name | The name of a quote to create. | String |
| AccountId | The ID of the account record associated with the quote or order. | List of String |
| OpportunityId | The ID of the opportunity associated with the quote. | String |
| priceListName | The name of the price list to associate with the quote or order. | String |
| recordTypeName | The API name of the record type. | String |
Output Values
| Parameter | Description | Data Type |
|---|---|---|
| error | An error that was encountered during action execution. | QuoteGroup__c |
| Id | The record ID of the quote or order that was created. | String |
| Name | The name of a quote or order that was created. | String |
| messages | The messages returned from the CPQ API response. | List of String |
| priceList | The price list associated with the order or quote. | List of String |
Example
JSON Request
{
"inputs": [
{
"objectType": "Quote",
"Name": "New Quote 9",
"AccountId": "001XXXXXXXXXXXX",
"OpportunityId": "006XXXXXXXXXXXX",
"priceListName": "B2B PriceList",
"recordTypeName": "EnterpriseQuote"
}
]
}
JSON Response Body
[
{
"actionName": "vlocity_navya__CpqCartCreateCartInvocable",
"errors": null,
"invocationId": null,
"isSuccess": true,
"outcome": null,
"outputValues": {
"Id": "0Q0Ij000000TUI4KAO",
"Name": "New Quote 9",
"error": null,
"messages": [],
"priceList": [List of PriceLists]
},
"sortOrder": 0,
"version": 1
}
]