Utilisez Harvest Create Estimate avec Harvest Tools via Aident Loadout. Vérifiez les entrées, sorties, la configuration, le tarif et le risque avant exécution.
Tool to create a new estimate. Use after gathering client and line item details.
taxnumberFirst tax percentage applied to subtotal, e.g., 10.0 for 10%.
tax2numberSecond tax percentage applied to subtotal, e.g., 5.0 for 5%.
notesstringAdditional notes to include on the estimate.
numberstringIf not set, the estimate number will be auto-generated.
subjectstringEstimate subject.
currencystringCurrency for the estimate; defaults to client's currency.
discountnumberDiscount percentage subtracted from subtotal, e.g., 15.0 for 15%.
client_idObligatoireintegerID of the client this estimate belongs to.
issue_datestringDate the estimate was issued (YYYY-MM-DD); defaults to today.
line_itemsarrayList of line items to include on the estimate.
purchase_orderstringThe purchase order number.
dataObligatoireData from the action execution
errorstringError if any occurred during the execution of the action
successfulObligatoirebooleanWhether or not the action execution was successful or not
Connexion OAuth. Niveau de risque 2 sur 5.
Action gratuite
Aucune Skill publiée ne référence encore explicitement cette Action.