What This Tool Does
Real examples of how the connector helps your AI agent take action; like sending messages, updating records, or syncing data across tools.
Real-Time Lookup
Retrieve latest quote or CPQ configuration details from Revalize.
Example
"Get status and total of quote ID 88231 in Revalize."
Memory Recall
Retrieve historical product configurations, pricing changes, and quote templates in Revalize to optimize sales enablement.
Example
"List recent product configuration changes and saved quote templates in Revalize."
Instant Reaction
Alert engineer if Revalize CPQ sync fails.
Example
"Send alert if configuration data fails to push to CRM."
Autonomous Routine
Monitor product configuration, pricing errors, and sync logs.
Example
"Daily sync success/failure report for CPQ system."
Agent-Initiated Action
Retry sync or notify sales engineer.
Example
"Retry pricing sync if SKU mismatch error occurs."
Connect with Apps
See which platforms this connector is commonly used with to power cross-tool automation.
Salesforce CPQ
Manage quotes and pricing
Slack
Alert on high-value approvals
Google Sheets
Log quote turnaround times
Try It with Your Agent
Example Prompt:
"Log quote approvals from Revalize in Sheets and alert finance when quote > $50k."
How to Set It Up
Quick guide to connect, authorize, and start using the tool in your Fastn UCL workspace.
1
Connect Revalize in Fastn UCL: Navigate to the Connectors section and select Revalize, then click Connect.
2
Authenticate using your Revalize credentials and authorize CPQ access.
3
Enable the actions “generate_quote” and “get_pricing” in the Actions tab.
4
Use the AI Agent: Try prompts like “Generate quote for product line A” or “Fetch pricing details.”
Why Use This Tool
Understand what this connector unlocks: speed, automation, data access, or real-time actions.
