Sync Quote to Opportunity Action

Sync quote line items to the matching opportunity line items so that forecasts stay up to date.

This action is available in API version 68.0 and later.

Special Access Rules 

The sync Quote to Opportunity action is available in Developer, Enterprise, and Unlimited Editions of Revenue Management.

To use this action in a flow or other automation, in Revenue Settings, turn on Asynchronous Opportunity Sync.

Supported REST HTTP Methods 

URI: /services/data/v68.0/actions/standard/syncQuoteOpportunity

Formats: JSON

HTTP Methods: POST

Authentication: Authorization: Bearer TOKEN

Where TOKEN is a placeholder for your OAuth access token.

Inputs 

InputTypeDescription
quoteIdstringRequired. The ID of the quote record to sync with an opportunity. Specify only one quote ID.

Outputs 

OutputTypeDescription
aotIdstringThe asynchronous operation tracker ID for monitoring the sync process.
errorCodestringThe error code when isSuccess is false. The value is null when the process is successful.
errorMessagestringThe error description when isSuccess is false. The error description is an empty string when the process is successful.
isSuccessbooleanIndicates whether the sync completed successfully ( true ), or whether the validation failed or the asynchronous job couldn’t be enqueued ( false ).

Example 

POST

This sample request is for the Sync Quote to Opportunity action.

1{
2  "inputs": [
3    {
4      "quoteId": "0Q0RO0000003LyU"
5    }
6  ]
7}

This sample response is for the Sync Quote to Opportunity action.

1[
2  {
3    "actionName": "syncQuoteOpportunity",
4    "errors": null,
5    "isSuccess": true,
6    "outputValues": {
7      "aotId": "16PLT0000028ltR2AQ",
8      "errorCode": null,
9      "errorMessage": "",
10      "isSuccess": true
11    }
12  }
13]