Learn more about the standard invocable actions available with Transaction Management.
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Create Contract Action
Create a contract from a specific quote record.
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Create or Update Asset From Order Action
Create an asset for each order item in the specified order. New assets are created for a new order. Modify existing assets for change order requests, such as a renewal or a cancellation.
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Create or Update Asset From Order Item Action
Create assets from individual order items within an order. Track assets after the individual line items of an order reach a certain stage in their lifecycle, such as submitted, fulfilled, or provisioned. If the order item is part of a renewal, an amendment, or a cancellation, existing assets are changed.
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Create Order From Quote Action
Create a draft order from a quote record.
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Create Orders From Quote Action
Create multiple orders from a single quote instead of a single order, ensuring easier order management and fulfillment operations.
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Deep Clone Sales Transaction
Clone a quote or an order, including full object graph with related objects, selected lines, or selected groups.
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Get Renewable Assets Summary Action
Retrieve details about renewable assets in a given order. You can use this information to create renewal opportunities.
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Initiate Amendment Action
Initiate and execute the amendment of an asset.
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Initiate Cancellation Action
Initiate and execute the cancellation of an asset.
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Initiate Renewal Action
Initiate and execute the renewal of an asset.
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Initiate Rollback on Last Action
Initiate the reversal of the last action on an asset to rectify any transactional errors or to meet changing business requirements.
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Initiate Transfer Action
Transfer an asset or multiple assets from one account to another.
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Sync Quote to Opportunity Action
Sync quote line items to the matching opportunity line items so that forecasts stay up to date.
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