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Is there a way to invoke auto-fill action for account integration on open transaction

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edited May 5, 2022 6:40PM in Configure Price Quote 1 comment

Summary:

Hi all,

I've set up account integration between CX and CPQ and am seeing a test field populated on the UI when I click the action button "Refresh Address" (auto-fill). I do not see an option to specify a trigger on that integration. Is there a way to automatically invoke this on a new transaction? (i.e. Open Process Action)

I see opportunity import can be invoked on Open. I don't see how to do that with account aside from having the user click the Refresh button?


Content (required):

Use case is: When a user starts a new quote from an oppty, bring over all the oppty info plus Account Name, address, phone number, etc on opening new quote.

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