Services Estimator Invocable Action Reference
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Estimates
Add Entire Estimate to Opportunity
Add Estimate Product
Add Estimate Product Synchronously
Add Estimate Products
Add from Estimate Template
Add to Opportunity
Add to Opportunity from Estimate
Add to Opportunity from Estimate Asynchronously
Add to Project from Estimate
Add to Project from Estimate Asynchronously
Clone Estimate Asynchronously
Create Blank Estimate
Create Estimate from Estimate
Create Estimates
Create Project Record from Estimate
Create Template Estimate from Estimate
Generate Estimate Milestones
Generate Estimate Milestones Asynchronously
Generate Financial Summaries for Estimates
Move Estimate Dates
Move Estimate Dates Asynchronously
Refresh Rates
Set Estimate Primary
Unset Estimate Primary
Uplift Estimate Rates
Guided Scoping
Add Estimate Products to Scoping Session
Clone Scoping Requirement Set
Create Scoping Sessions
Scoping Sessions
Clone Scoping Session
Services Estimator Invocable Action Reference
Updated Friday, August 14, 2026
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