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AppsMoco ToolsMoco Create Offer
Moco Tools

Moco Create Offer

Tool to create a new offer/proposal. Use after gathering complete offer data (company, dates, items, etc.).

Write actionRisk level 2 of 5API key connection
Use Moco Create Offer

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Inputs

  • taxnumber
    Required
    Tax percentage, e.g. 10.0
  • datestring
    Required
    Offer date in YYYY-MM-DD format
  • itemsarray
    Required
    List of offer line items
  • titlestring
    Required
    Offer title
  • footerstring
    Closing message (supports variables)
  • deal_idinteger
    ID of the associated deal
  • currencystring
    Three-letter currency code (required only without company_id, deal_id, or project_id)
  • discountnumber
    Discount percentage
  • due_datestring
    Required
    Due date in YYYY-MM-DD format
  • company_idinteger
    ID of the associated company
  • contact_idinteger
    ID of the associated customer contact
  • project_idinteger
    ID of the associated project

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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