Joist: Send estimate or invoice
joist_send_documentJoist: Email an estimate or invoice to the client from Joist. Emails the document from Joist on your behalf, as the Email button does. The recipient is prefilled from the client on the document, and subject and body can be changed. The client sees it, and Joist marks it when they open the email or sign. By default you confirm each call; you can switch that off for this tool. Reaches other people: confirm with the user before each call. Needs the user's Cotlet API key with access to this app.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| to | No | Recipient email. Default: the client email on the document. | |
| message | No | Email body. Default: the Joist message. | |
| subject | No | Email subject. Default: the Joist subject. | |
| document_id | Yes | Estimate or invoice ID from list_estimates or list_invoices. |