Actions163
- Accounting Distribution Actions
- Appointment Device Actions
- Appointment Request Actions
- Appointment Room Actions
- Calendar Appointment Actions
- Calendar Journey Actions
- Calendar Opening Hour Actions
- Call Actions
- Clinic Actions
- Communication Record Actions
- Communication Template Actions
- Consultation Actions
- Credit Note Actions
- Doctor Actions
- Document Template Actions
- Feature Actions
- Global Product Actions
- Invoice Actions
- Lead Actions
- Media Montage Actions
- Media Record Actions
- Medical History Actions
- Object Label Actions
- Patient Actions
- Payment Actions
- Payment Medium Actions
- Photo Compare Actions
- Prescription Actions
- Product Actions
- Quote Actions
- Sub Visit Type Actions
- Survey Form Actions
- Treatment Actions
- Treatment Package Actions
- Treatment Pricing Actions
- Treatment Type Actions
- User Actions
- Visit Actions
- Visit Type Actions
- Visit Type Category Actions
- Webhook Actions
Quote → Create
AI-generatedSummary
Create a new quote in the NextMotion system linked to a specific patient and consultation, optionally associating it with a clinic, invoice, treatments, and other customizable details.
Inputs
- Clinic — Optional clinic associated with the quote; required if broader retrievals or linking are needed.
- Patient (required) — The patient for whom the quote is created; requires selecting a clinic first.
- Consultation (required) — The consultation from which to create the quote; the patient must be selected before choosing the consultation.
- Additional Fields — Optional parameters including whether to add treatments to a calendar journey, answers for document template questionnaires (autocomplete), immediate validation flag, document template selection for PDF rendering, free text content, invoice reference, notes, rebate amount or percentage, template text, title, a list of treatments to include (cannot be provided if invoice is specified), and voucher code.
Output shape
A single record representing the newly created quote object with details according to the NextMotion API response.
The created quote includes data from required patient and consultation references plus any additional optional fields. If both treatments and invoice are provided, treatments are ignored. Validation can be triggered immediately if specified.