Reference · built on requestConnectorCRM & sales

DealHub

Quotes, quote versions, users, and DealRoom signers from DealHub through its Quote, Version, User, Actions, and Callouts APIs.

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About

DealHub is a CPQ and DealRoom platform that runs as a satellite to your CRM, so a quote starts from an opportunity there. Its APIs split by direction. The Quote, Version, and User APIs read quotes with line items, approvals, and DealRoom links. The Headless Quotes and Actions APIs generate a quote and submit, publish, or mark it signed. Callouts and External Queries pull pricing and data into a quote as it is built. Webhooks post quote events such as quotePendingApproval, quotePublished, and quoteWon.

An operator on Fibric watches quote status and proposes a follow-up, a submit, or a publish for your approval. Each approved action leaves a receipt: what changed, why, and how to undo it.

This is a reference listing. It documents what Fibric would read from DealHub and what it could propose, based on the vendor's published interfaces. Fibric builds it under a managed deployment when you request it; selecting it here installs nothing.

Inputs

  • Quotes through GET /api/v2/quotes, filtered by external_opportunity_id and paged with offset and a limit of up to 50
  • Per-quote features: info, summary, deal_room_info, line_items, answers, and approvals
  • Quote status: Draft, Approval Process, Ready To Be Sent, Published, Won, or Rejected
  • Versions by id or by name, with a list filtered by status, and users by login or by id
  • DealRoom signers for a contract, and the output document of a submitted quote
  • Webhook events draftQuote, primaryQuote, quotePendingApproval, quoteReady, quoteRejected, quoteRecalled, quotePublished, quoteUnpublished, and quoteWon

Proposed actions

  • Target capability: propose submitting a quote for approval through POST /api/v1/quote/{dealhub_quote_id}/submit
  • Target capability: propose publishing a quote to its DealRoom through POST /api/v1/quote/{dealhub_quote_id}/publish
  • Target capability: propose marking a quote signed externally, with a sign_externally_comment
  • Target capability: propose generating a quote from an existing CRM opportunity through the Generate Quote API
  • Target capability: return prices for ERP-priced products when DealHub's Callout requests them

Proposed actions are target capabilities. Every action runs propose-first and needs a validated deployment and the appropriate permissions.

What you can build

  • Chase a quote that went quiet

    On quotePublished, start a clock; if no quoteWon or DealRoom activity follows, propose a follow-up task with the DealRoom link for the owner.

    With Quote Follow-up

  • Turn a won quote into an order

    On quoteWon, read the line items and summary through the Quote API and propose the sales order in your ERP for approval.

    With Quote to Order

  • Keep discounts inside policy

    Read total_sales_discount and approvals on quotes in Approval Process and propose approve, hold, or return, with the policy line cited.

    With Discount Approval

  • Recover a draft nobody finished

    Watch draftQuote events, and when a draft sits unchanged past your threshold propose a reminder to its owner.

    With Abandoned Quote

Requirements

  • A DealHub admin to create the API token under Control Panel > System Settings > API Settings
  • An opportunity in your CRM for every quote generated, since DealHub is CRM-governed
  • An active configuration version, because most API calls run in the context of the active version
  • For callouts, catalog products with Price Type set to ERP Pricing and a callout endpoint set in Advanced Settings
Authentication
A bearer token created under Control Panel > System Settings > API Settings, sent as Authorization: Bearer on every inbound call; outbound webhooks, external queries, and callouts carry a token, Basic credentials, or nothing, as the admin configures.

Limits

  • Generate Quote calls count toward API usage and are billed; Simulate Quote and Actions calls are free of charge
  • Actions return 202 even on errors, and each action is valid only from certain quote statuses
  • GET /api/v2/quotes returns at most 50 quotes per call and offset stops at 10000
  • A Callout payload cannot include answers from repeatable question groups; that data needs the External Query API

Access and pricing

Reference listing. Fibric builds the connector under a managed deployment when you request it. Your quote covers the build, capabilities, usage, and support.

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Questions and answers

Which DealHub API calls are billed?
Calls to the Generate Quote endpoint count toward your API usage and are billed. Simulate Quote, which prices without creating a quote, and the Actions API, which submits, publishes, or marks a quote signed externally, are free of charge.
What quote events does DealHub send by webhook?
Nine: draftQuote, primaryQuote, quotePendingApproval, quoteReady, quoteRejected, quoteRecalled, quotePublished, quoteUnpublished, and quoteWon. Each JSON payload carries event_info with the webhook_id, event_id, execution_date, and executed_by, plus dealhub_quote_id and dealhub_opportunity_id.
How does DealHub authenticate?
Inbound calls carry Authorization: Bearer with a token an admin creates under Control Panel > System Settings > API Settings; a missing or invalid token returns HTTP 403. For outbound webhooks, external queries, and callouts, the admin chooses Token, Basic, or None.
Ask about DealHub

Ask about the capabilities and requirements in this listing.

For project-specific requirements, contact Fibric.

This connector listing is developed, published, and supported by Fibric. It describes integration with DealHub through published interfaces. Third-party names and logos identify the systems an integration connects to; they are the property of their respective owners, who are not affiliated with Fibric and do not sponsor or endorse this listing. Trademark policy