Thryv: Create estimate
thryv_create_estimateThryv: Itemized estimate on the client card, saved or sent for approval in the client portal. Creates an itemized estimate on the client card. With send false it is only saved; with send true it goes to the client for approval in the client portal. 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 |
|---|---|---|---|
| send | No | Send it to the client now. Default: false. | |
| notes | No | Notes shown on the estimate. | |
| client_id | Yes | Client ID from list_clients. | |
| line_items | Yes | List of items, each with description, quantity and unit_price. |