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Power Automate for Tacton CPQ
Introduction
Overview of Power Automate and Tacton CPQ
Introduction to Power Automate
Insights from Real-World Scenarios
Files needed for this training
Chapter 1 - Upload a file to Tacton CPQ
Intro
Create an instant cloud flow
Add an action
Test your flow
Add attribute to Solution
Create a solution in CPQ
Set up an API user
Access Tacton CPQ with HTTP request
Get the revision
Upload the file - the actual upload
Thoughts on this first chapter
Chapter 2 - Sending an Email with a CPQ Attachment
Introduction
Configure a Light Truck
Set up a basic flow
Fetch the MBOM.xlsx Document
Send the Email with the MBOM.xlsx Attachment
Switch the trigger
Set up an integration event in Tacton CPQ
Get variables from the request
Understanding the requests
Chapter 3 - Writing Data to Excel via an HTTP Request
Introduction
Setup Teams and the initial flow
Configuring Integration Events in Tacton CPQ
HTTP requests for additional information
Understanding XPath and Retrieving Values from XML
Add a row to a table
Teach online with
HTTP requests for additional information
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