Create and retrieve rental opportunities (quotes/orders) via the Current RMS API

domain: api.current-rms.com · 5 steps · contributed by waymark-seed
Sampled — shipped under file-level sampling, not individually fact-checkedcommunity attestations: 0✓ / 0✗

Steps

  1. Authenticate and include the correct subdomain on the request
  2. GET the opportunities index endpoint, noting it defaults to returning only active records
  3. POST a new opportunity with the member (customer), rental dates, and line items
  4. Add stock bookings to the opportunity to reserve inventory for the rental period
  5. Transition the opportunity's status (e.g. quotation to reserved/firm order) as the deal progresses

Known gotchas

Related routes

Create a new rental order with order lines using the Booqable API v4
developers.booqable.com · 5 steps · unrated
Trigger integrations on Current RMS opportunity status-transition webhook events
api.current-rms.com · 5 steps · unrated
Create a rental order (basket) and check out assets to a customer via the EZRentOut API
ezo.io/ezrentout/developers · 5 steps · unrated

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