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Harvest Tools

Harvest Update Estimate

Tool to update an existing estimate. Use when you need to modify specific fields of an estimate; omit parameters to leave other fields unchanged.

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

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Aident LoadoutAident Playbook EditorOpen-CUAK

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Pricing
Free
Unified payment
Not currently supported

Inputs

  • taxnumber
    First tax percentage applied to the subtotal, e.g., 10.0 for 10%.
  • tax2number
    Second tax percentage applied to the subtotal, e.g., 5.0 for 5%.
  • notesstring
    Additional notes for the estimate.
  • numberstring
    Custom estimate number. Auto-generated if omitted.
  • subjectstring
    Estimate subject line.
  • currencystring
    Currency code for the estimate; defaults to client's currency.
  • discountnumber
    Discount percentage subtracted from the subtotal, e.g., 15.0 for 15%.
  • client_idinteger
    The ID of the client this estimate belongs to.
  • issue_datestring
    Date the estimate was issued (YYYY-MM-DD).
  • line_itemsarray
    List of line items to update or add. Omit unchanged items.
  • estimate_idinteger
    Required
    Unique ID of the estimate to update.
  • 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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