Professional Services Automation Invocable Action Reference

ServiceCrdtsServiceActionManualAlloc

Allocates services credits to milestones using manual selection of credits. This action enables you to choose the number of credits to draw from specific services credits customer purchase records. Accepts a JSON request and returns a JSON result. To let the process automatically determine which services credits customer purchase records credits are drawn from, use the Allocate Services Credits to Milestones - Automatic Selection action.

PropertyValue
LabelAllocate Services Credits to Milestones - Manual Selection
CategoryServices Credits
SinceSummer 2026
Read-onlyNo
Supports AgentsYes
Supports FlowsNo
Async ActionNo
Keywordsservices credits, milestone, allocate, manual selection, customer purchase

Request Parameters

FieldTypeLabelDescriptionRequired
requestJsonStringAllocations JSON RequestJSON array of milestone allocations: [{"milestoneId":"<id>","creditsToConsumeByPurchaseId":{"<purchaseId>":<integer>}}]. Each key is a services credits customer purchase ID and its value is the number of credits to draw. All milestones are allocated in one transaction.Yes

Response Parameters

FieldTypeLabelDescriptionRequired
resultStringAllocations JSON ResultJSON result of milestone allocations. Success: {"success":true,"error":null,"allocations":[{"milestoneId":"<id>","allocationId":"<id>"}]}. Failure: {"success":false,"error":"<message>","allocations":null}.Yes
© Copyright 2009–2026 Certinia Inc. All rights reserved. Various trademarks held by their respective owners.