Actions103
- Calendar Actions
- Common Data Actions
- Contacts Actions
- Contracts Actions
- Credit Notes Actions
- Customers Actions
- Custom Fields Actions
- Estimates Actions
- Expenses Actions
- Invoices Actions
- Items Actions
- API Keys Actions
- Leads Actions
- Milestones Actions
- Payments Actions
- Projects Actions
- Property Actions
- Proposals Actions
- Staff Actions
- Subscriptions Actions
- Tasks Actions
- Tickets Actions
- Timesheets Actions
Estimates → Create
AI-generatedSummary
Create a new estimate in the BackOffice ERP system by providing required details such as customer, estimate number, date, currency, and items, along with optional billing, shipping, and administrative information.
Inputs
- Customer (required) — Customer id or smart search input (name, email, or keyword) to identify the customer for the estimate.
- Number (required) — Estimate number; leave empty to auto-generate.
- Date (required) — Date of the estimate in YYYY-MM-DD format or leave empty for today's date.
- Currency (required) — Numeric identifier for the currency used in the estimate.
- Newitems (required) — String specifying new items to be added to the estimate.
- Duedate — Optional expiry date of the estimate.
- Billing Street — Street address for billing.
- Billing City — City name for billing address.
- Billing State — State name for billing address.
- Billing ZIP Code — Zip code for billing address.
- Billing Country — Country code for billing address.
- Shipping street — Street address for shipping.
- Shipping city — City name for shipping address.
- Shipping state — State name for shipping address.
- Shipping zip — Zip code for shipping address.
- Shipping country — Country code for shipping address.
- Tags — Comma-separated tags associated with the estimate.
- Status — Numeric status id for the estimate (default is Accepted).
- Reference — Reference name related to the estimate.
- Sale agent — Numeric identifier for the sales agent.
- Adminnote — Administrative notes related to the estimate.
- Clientnote — Client-facing notes.
- Terms — Terms related to the estimate.
Output shape
a single JSON object representing the created estimate record including all provided fields and system-generated data such as ID.
If smart search inputs result in multiple matches, the node returns suggestions instead of creating the estimate. Required fields must be provided, and invalid or missing required data will cause errors. The output includes the created estimate data or error information if creation fails.