Connect with your Tacton CPQ account
Use the credentials of an existing Tacton CPQ Administration user that has
permission to manage tickets and product modeling data.
1
Find your instance URL
Your Tacton CPQ instance URL is the host your organization uses to sign
in to Tacton CPQ Administration. Enter it without the https:// prefix.
- Format:
{subdomain}.tacton.cloud - Example:
your-company.tacton.cloud
2
Enter your credentials
Enter the username and password of a Tacton CPQ Administration
user account authorized to manage tickets.
Link the Account
1
Connect
- Click Connect.
- If applicable, the provider will redirect you to a sign-in or authorization page. Complete the provider’s authorization flow.
- Once authorization is successful, you will see a confirmation popup.
2
Use Actions
Connect an AI platform to the linked account’s actions. See AI Platforms.Other ways to call actions are listed in Protocols & SDKs.