PerfexCRMInstall

Summary

Update an existing estimate in PerfexCRM by specifying its ID and the fields to modify, including notes, client, dates, status, tags, and custom fields.

Inputs

• Estimate ID (required) — The ID of the estimate to be updated.
• Update Fields — A collection of fields to update on the estimate such as admin note, adjustment, client ID, client note, currency, date, discount details, expiry date, reference number, sale agent, status, tags, terms, and custom field values.

Output shape

a single record representing the updated estimate

Returns the updated estimate object as received from the PerfexCRM API after successful update.

Examples

Example 1: Update the client note and status of a specific estimate

Specify the 'Estimate ID' of the estimate to update, then set 'Client Note' to the desired text and 'Status' to one of the available options (e.g., Accepted).