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 → Update
AI-generatedSummary
Update an existing estimate record with provided fields and optional file upload.
Inputs
- id (required) — The ID of the estimate to update
- additionalFields — Additional fields to send in the request body (e.g., note, status, etc.)
- binaryPropertyName (required) — Name of the binary property containing the file to upload
Output shape
a single updated estimate record
Returns the updated estimate object; may include additional metadata depending on API response.
Examples
Example 1: Update estimate 12345 with a note and upload a file
resource=estimate, operation=update, id=12345, additionalFields={"note":"Revised estimate"}, binaryPropertyName=data
Example 2: Set status to 'accepted' and provide custom tax values
resource=estimate, operation=update, id=67890, additionalFields={"status":"accepted","tax_id":123,"tax_id2":456}