How to trigger CPI flow from CPQ custom action?

[sbslmhmt]

Hello everyone,

We would like to trigger CPI flow via CPQ custom action similar to "Place order to ERP" button does.

Anyone knows how to achive this?

Best regards.

[yogananda · Accepted solution]

HI sbslmhmtWhat's your use case for using custom action why not Standard one?
If you want to call through custom action, then you have to write a script to call rest-client authentication with your CPI endpoint

[sbslmhmt · Accepted solution]

Hello yoganandamuthaiah ,

Thank you for your answer, our use case is basically sending quote to ERP before sales order.

If you want to call through custom action, then you have to write a script to call rest-client authentication with your CPI endpoint

Could you please aloborate on how to achive this?

Best regards.

[yogananda · Accepted solution]

Hi

you can try this below example to call rest-client authentication. Change according to your need and call it through custom action.

#example of url service
url = 'https://testcallidus.com/CallidusPortal/services/some-example-service'

headers = { }

#example of input JSON data
data = '[{"name": "SaaS Net New Revenue", "periodType": "month", "type": "Measurement", "value": { "amount": 100, "unitType": "USD" }}]'

#make HTTPS POST and receive response in form of dynamic entity
response = RestClient.Post('AuthorizationCertificate' ,url, data, headers)

#Populate Quote custom fields
Quote.GetCustomField('Bonus type').Content = response.name
Quote.GetCustomField('Bonus amount').Content = str(response.value.amount)
Quote.GetCustomField('Bonut unit type').Content = response.value.unitType