External Proposals

Read-only access to proposals from external proposal platforms (e.g., Socket). The platform is determined by Tenant.ProposalConnectionCode which references a ThirdPartyConnection with the Proposals capability.

OpenAPI Spec

Guides Operations Schemas

GET List External Proposals
Lists proposals from the tenant's configured external proposal platform (e.g., Socket) Requires: ViewAll on Clients and ViewAll on ClientBillableServ...
/tenants/{tenant}/external-proposals
GET Get External Proposal
Gets a single proposal from the tenant's configured external proposal platform Requires: ViewAll on Clients and ViewAll on ClientBillableServices and...
/tenants/{tenant}/external-proposals/{proposalId}
PUT Map External Service
Maps an external service template to a Sodium BillableService. Creates or updates the mapping. Requires: Update on BillableServices.
/tenants/{tenant}/external-proposals/service-mapping
POST Activate Proposed Services
Activates all Proposed services for a client, setting them to Active status. Requires: Update on ClientBillableServices.
/tenants/{tenant}/external-proposals/activate-services/{clientCode}