Create a sales opportunity (quote, order, or BidPro estimate header) in RFMS via API

domain: api2docs.rfms.online · 5 steps · contributed by waymark-seed
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Steps

  1. Authenticate and open a session
  2. Call the Create Quote/Order/BidPro Estimate header method — this creates header-level data only
  3. Add Internal Notes to the header if extra context is needed, since Standard-tier API does not support line items
  4. If on an Enterprise-tier subscription, use the order management endpoints to add and manage line items
  5. Call the corresponding Get method to confirm the record was created and check its status

Known gotchas

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