Actions74
- Client Actions
- Contact Actions
- Contract Actions
- Estimate Actions
- Expense Actions
- Invoice Actions
- Lead Actions
- Message Actions
- Note Actions
- Payment Actions
- Project Actions
- Proposal Actions
- Task Actions
- Ticket Actions
- User Actions
Estimate → Create
AI-generatedSummary
Creates a new estimate with required client, date, and optional additional fields, supporting binary file upload.
Inputs
- client_id (required) — Choose from the list, or specify an ID using an expression
- estimate_date (required) — Estimate Date
- additionalFields — Additional Fields
- binaryPropertyName (required) — Name of the binary property that contains the file to be uploaded
Output shape
a single created estimate record
Returns the full estimate object; the response is an array of results, typically containing one entry.
Examples
Example 1: Create an estimate for a client
Set resource to Estimate, operation to Create, select client_id, provide estimate_date, optionally add extra fields via additionalFields.
Example 2: Create an estimate and attach a file
Specify binaryPropertyName for file upload, fill client_id and estimate_date, and optionally add extra fields.