ActionSetEstimatePrimary
Sets one or more estimates as the primary estimate on their linked opportunity. When an opportunity already has a primary estimate, the existing primary estimate is unset before the new one is set. Use this action to mark the estimate that best represents the expected deal for the opportunity.
| Property | Value |
|---|
| Label | Set Estimate Primary |
| Category | Estimates |
| Since | Summer 2026 |
| Read-only | No |
| Supports Agents | Yes |
| Supports Flows | Yes |
| Async Action | No |
| Keywords | set, primary, estimate, opportunity, deal, mark |
Request Parameters
| Field | Type | Label | Description | Required |
|---|
EstimateId | Id | Estimate ID | The ID of the estimate to set as primary. | Yes |
Response Parameters
| Field | Type | Label | Description | Required |
|---|
EstimateId | Id | Estimate ID | The ID of the estimate that was attempted to be set as primary. | Yes |
IsSuccess | Boolean | Is Success | Whether the operation succeeded for this estimate. | Yes |
OpportunityId | Id | Opportunity ID | The ID of the opportunity linked to this estimate. | No |
ExistingPrimaryEstimateId | Id | Existing Primary Estimate ID | The ID of the estimate that was previously set as primary on the opportunity. | No |
ErrorMessage | String | Error Message | Errors that occurred while setting the estimate as primary. | No |
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