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Harvest Tools

Harvest Create Estimate

Tool to create a new estimate. Use after gathering client and line item details.

Write actionRisk level 2 of 5OAuth connection
Use Harvest Create Estimate

Pricing and limits

Pricing
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Aident LoadoutAident Playbook EditorOpen-CUAK

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Inputs

  • taxnumber
    First tax percentage applied to subtotal, e.g., 10.0 for 10%.
  • tax2number
    Second tax percentage applied to subtotal, e.g., 5.0 for 5%.
  • notesstring
    Additional notes to include on the estimate.
  • numberstring
    If not set, the estimate number will be auto-generated.
  • subjectstring
    Estimate subject.
  • currencystring
    Currency for the estimate; defaults to client's currency.
  • discountnumber
    Discount percentage subtracted from subtotal, e.g., 15.0 for 15%.
  • client_idinteger
    Required
    ID of the client this estimate belongs to.
  • issue_datestring
    Date the estimate was issued (YYYY-MM-DD); defaults to today.
  • line_itemsarray
    List of line items to include on the estimate.
  • purchase_orderstring
    The purchase order number.

Observable output

  • data
    Required
    Data from the action execution
  • errorstring
    Error if any occurred during the execution of the action
  • successfulboolean
    Required
    Whether or not the action execution was successful or not

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