Callouts API Overview

The Callouts API is a specialized integration feature that allows DealHub to retrieve real-time prices and proposal attributes from an external system, such as an Enterprise Resource Planning (ERP) system.

When a sales representative adds a product configured for external pricing to a quote, DealHub automatically sends a POST request to your designated endpoint. DealHub expects that your system to return the pricing information, which DealHub injects directly into the quote's product summary table.

When to Use Callouts

The Callouts API is designed specifically for managing dynamic or externally-mastered product pricing. You should use Callouts when:

• Pricing is complex or changes frequently: If your prices depend on daily market rates, fluctuating material costs, or other volatile factors, Callouts ensure every quote uses the most current data.
• An external system is the single source of truth for pricing: When your ERP or another internal system holds the definitive price list, Callouts allow DealHub to query that system directly, maintaining data integrity.
• You want to avoid frequent version updates: For simple price changes, using Callouts eliminates the need for an administrator to update product prices in DealHub and activate a new version, streamlining pricing management.

The Callouts Lifecycle

A Callout follows a specific, automated flow triggered by a sales representative's action within a quote. This process ensures that product prices are always fetched in real-time from your external system at the moment they are needed.

The following diagram illustrates this flow, from the initial setup to the price being populated in the quote.

1. First, a DealHub Admin configures the Callout endpoint in Advanced Settings. They then edit specific products in the catalog, setting their Price Type to ERP Pricing.
2. The entire process is triggered when a Sales Re* adds one of these specially configured products to a quote.
3. The DealHub Platform automatically sends a POST request to your External System, containing a list of all items in the quote that require external pricing.
4. Your system returns a JSON response with the calculated price for each item. DealHub then receives this response and populates the prices directly into the quote's Product Summary Table, making them visible to the Sales Rep.

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Repeatable Questions

The Callout API request payload cannot include answers from repeatable question groups*. If your pricing calculation requires data that is stored in a repeatable question group, you must use the External Query API to retrieve the pricing and then use Playbook rules to transfer that data to the product summary.

Next Steps

Now that you understand the core concepts of the Callouts API, you can proceed to the practical guides, Learn how to Create and use an Callout.