invoices_send_estimate
Send an estimate to a client via email, SMS, or both, with options for manual or automated delivery. Specify the estimate ID, channel, and sender details to trigger the send.
Instructions
Send Estimate
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| altId | No | Location Id or Agency Id Defaults to GHL_LOCATION_ID when omitted. | |
| action | Yes | ||
| userId | Yes | Please ensure that the UserId corresponds to an authorized personnel, either by an employee ID or agency ID, to access this location. This account will serve as the primary channel for all future communications and updates. | |
| altType | No | Defaults to GHL_LOCATION_ID when omitted. | |
| liveMode | Yes | livemode for estimate | |
| sentFrom | No | sender details for invoice, valid only if invoice is not sent manually | |
| estimateId | Yes | Estimate Id | |
| estimateName | No | estimate name |