> ## Documentation Index
> Fetch the complete documentation index at: https://docs.goeva.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# How to send an opportunity's products to your system

> Set up an action in Eva that sends each product of an opportunity to your system with the field names your system expects, fix a rejected send and check the status of the created record.

A CRM action sends an opportunity's data to your system. The action's product list sends each product with the keys your system expects.

## What you will achieve

You will create or edit an action that sends an opportunity's products, without writing the JSON body by hand.

## Requirements

* The owner or admin role in the Eva account.
* A **Custom API** connection already created in **Settings** > **Integrations**.
* The field names your system expects for each product. Ask whoever manages that system.

## Set up the product list

**1. Open the actions**

In **Settings** > **Integrations**, open **Custom API**. Go down to **CRM actions**.

**2. Choose the action**

To change a saved action, select **Edit** on its row. For a new one, fill in **Internal name**, **Visible label** and **Path**.

**3. Turn the list on**

Open **Product list** and turn on **Send the opportunity's products**. Three details appear: SKU, quantity and unit price.

**4. Enter your system's keys**

In **List key**, enter the name your system receives the list under. On each row, enter your system's key and choose the product detail. To add another, select **Add detail**.

**5. Save**

Select **Create CRM action** or **Save changes**. The **JSON body** shows the same list.

On a saved action, the connection, the record and the internal name cannot be changed.

## How to know it worked

Under the rows, Eva describes the send in one sentence, for example: "Each product on the opportunity sends the SKU, the quantity, and the unit price in "products"." When you open the action again with **Edit**, the rows are still there.

## If something goes wrong

* The list says "Custom". The JSON body has a hand-written list the rows cannot show. Eva keeps it as it is; edit it in **JSON body**.
* The opportunity shows "Missing SKU for" and a product's name. That product has no SKU and the action needs it, so nothing was sent. Fix the product on the opportunity and select **Retry**.
* The opportunity shows "The external system answered" and a text. That text is the reason your system gave. Fix what it says and select **Retry**.

## Check the status of the record in your system

An action that creates a record in your system, such as a presale, can check its status later. The action needs the **External ID path**, because Eva checks the record with that ID.

**1. Open the action**

In **CRM actions**, select **Edit** on the row of the action that creates the record. The action uses the POST method.

**2. Turn the check on**

Open **Check status** and turn on **Check the status from the opportunity**. Eva suggests the action's path followed by `{{link.external_record_id}}`.

**3. Write the path and the field**

In **Path to check**, keep `{{link.external_record_id}}` where the ID goes. In **Status field in the response**, write the field's name, for example `status`.

**4. Save**

Select **Save changes**. Below the fields, Eva describes in one sentence the check it will make.

## Refresh the status from the opportunity

On the opportunity, the record the action created shows its status and the **Refresh** button. When you select it, Eva asks your system right then and shows the status exactly as it comes, with the time of the check.

* "Status: not checked yet" means nobody has checked that record yet.
* If the check fails, Eva keeps the last status and explains the reason below it, for example "not found in the system".
* "no access to the system" means the connection lost its access. Reconnect it in **Settings** > **Integrations**.

## Next steps

> [card] [Track your sales in the pipeline](https://docs.goeva.ai/en/crm/pipeline.md)

> [card] [Automate repeated tasks](https://docs.goeva.ai/en/automations/automations.md)


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