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Checked 4w ago · Updated 4w agoView markdown
Account9
Accounting7
Accounts17
AI Agent7
AI Summary3
Approvals23
Asynchronous Operations2
Attachments6
Authentication8
BankTransactions3
Billing49
Callouts1
Credit Memo13
CRM field mapping7
CRM Import5
CRM Integration5
Custom Field9
Customization4
Deal Pulse3
Discounts6
Documents8
Email4
Entities6
ERP9
Experimental11
Foreign Exchange4
Get Products Information2
Headless Quoting6
Health1
Import11
Integrations43
Intelligent Sales Room48
  • getGet account contacts via sales room share link
  • postCreate account contact via share link
  • putUpdate account contact via share link
  • postGenerate a composite order PDF via Sales Room Share Link
  • deleteDelete a file
  • getGet all files for a sales room
  • postUpload a file
  • postCreate a new intelligent sales room
  • getGet sales room by order ID
  • getGet sales room by ID
  • putUpdate a widget
  • deleteDelete a widget
  • putReorder widgets
  • getGet sales room theme
  • putUpdate theme manually
  • postGenerate AI content for widget
  • putUpdate AI generated content
  • postActivate sales room
  • postRetract sales room
  • postAccept sales room proposal (using share link)
  • postAccept sales room proposal
  • getGet engagement summary
  • getGet activity logs
  • getGet share link access records
  • getGet unique visitor count
  • putUpdate customer information
  • getFetch custom fields for an Intelligent Sales Room
  • putUpdate custom fields for an Intelligent Sales Room
  • postTrack user event
  • getFetch custom fields for an Intelligent Sales Room (via share link)
  • putUpdate custom fields for an Intelligent Sales Room (via share link)
  • getGet all widgets for a sales room
  • postCreate a new widget
  • postExtract theme from website
  • getGet file download URL
  • getFetch order form PDF for an Intelligent Sales Room
  • postAccess sales room via share link
  • getGet widgets via share link
  • getGet theme via share link
  • getGet files via share link
  • getGet file download URL via share link
  • getGet sales room details via share link
  • getGet AI content via share link
  • putUpdate customer information via share link
  • getDownload image file via share link
  • postSend email for e-signature via share link
  • getFetch order metadata for an Intelligent Sales Room
  • postGenerate an order PDF via Sales Room Share Link
Invoice1
Jobs4
MetricsReporting4
Notifications4
Opportunity4
Order3
Orders29
Partner Integration4
Payments21
Platform Feature1
Playbook2
Prismatic6
Product Catalog42
Product Hierarchy (Beta)3
Product Provisioning1
Quote Management5
RateCard6
Refunds3
Reports4
Revenue Enablement9
Revenue Recognition11
Search2
Settings44
Subscriptions21
TemplateScript3
Tenant1
Usage11
User Management5
Users15
Version Management5