Services Estimator Invocable Action Reference

ActionUnsetEstimatePrimary

Removes the primary designation from one or more estimates. Use this action when an estimate should no longer be the primary estimate for its linked opportunity.

PropertyValue
LabelUnset Estimate Primary
CategoryEstimates
SinceSummer 2026
Read-onlyNo
Supports AgentsYes
Supports FlowsYes
Async ActionNo
Keywordsunset, remove, primary, estimate, opportunity, designation, flag

Request Parameters

FieldTypeLabelDescriptionRequired
EstimateIdIdEstimate IDThe ID of the estimate to remove the primary designation from.Yes

Response Parameters

FieldTypeLabelDescriptionRequired
EstimateIdIdEstimate IDThe ID of the estimate that was attempted to be unset as primary.Yes
IsSuccessBooleanIs SuccessWhether the operation succeeded for this estimate.Yes
ErrorMessageStringError MessageErrors that occurred while unsetting the estimate as primary.No
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