Statuses & Lifecycle
How a quote moves from draft to closed, and how to automate the last step.
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How a quote moves from draft to closed, and how to automate the last step.
A Limio Quote can have several statuses:
In Progress (default) — assigned when a new quote is generated.
In Review — use when you want to run an internal approval process or flow.
Approved — use after the quote has been formally approved.
Completed — use after the quote was accepted by the customer and checkout was completed.
Status is stored on Status__c. See the object definition for the full field reference.
Every order submitted from Limio Commerce — the engine that Limio for Salesforce connects to via API — is followed by a platform event sent from Limio Commerce to Salesforce. A connected Salesforce org can catch this with a platform-event-triggered flow.
When a customer completes the checkout for a Limio Quote, we recommend a platform-event-triggered flow that:
Updates the Limio Quote status to Completed.
Updates the linked Opportunity to Closed Won.
This keeps the quote lifecycle and the sales pipeline accurate without manual intervention.
The platform event mechanism is part of the Salesforce Data Integration, not the managed package — it works whether or not you have Limio for Salesforce installed.
Platform Events Definitions — every field sent in the i42as__OrderEvent__e payload, per order type
Platform Events — how Limio notifies Salesforce of orders, with Flow examples
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