Do more with the new invocable actions in Enterprise Sales Management.
- Create a quote
- Use the b2bCmexCreateQuote invocable action to create a quote. Specify an existing opportunity ID, or provide opportunity fields to create a new opportunity.
- Create quote members
- Use the b2bCmexCreateQuoteMembers invocable action to create multiple quote members on a quote, with optional duplicate checking.
- Add products to the enterprise cart
- Use the b2bCmexAddProductsToCart invocable action to add multiple products to a quote or order, with support for attributes, members, and groups.
- Get quote line item product and attribute details
- Use the b2bCmexGetQliProductDetails invocable action to get product and attribute details from quote line items.
- Convert assets to a quote in batch
- Use the b2bCmexAssetToQuoteInBatch invocable action to convert assets to quote line items and create quote members in a batch.