Quickbooks send estimate.

[manographs]

Hi

There is a way to send an estimate created in a previous step? like action event send an invoice o send a sales receipt

Thank you

 

[Deleted member 15445]

Hey @manographs

Kindly clarify your query a bit more so that we can look into it and assist you accordingly. Attaching screenshots describing your concern will help us assist you efficiently.

 

[manographs]

Hello.

This is my workflow

First the workflow detects a new row in a google sheet, after that it searches a customer and create the Estimate in quickbooks with the information in google sheets.

After that I want to send the email with the estimation to my customer. I have other workflow where I do the same but for an Invoice not for an estimate. But in that workflow I selected the action event send an invoice:

That action event only asks for the email and the invoice ID, but the Send an estimate action event doesn't exist.

There is a way to send the estimate that workflow creates like for the invoice.

 

[ArshilAhmad]

Currently, we don't have the 'Send an Estimate' action event available for the QuickBooks action application in Pabbly Connect. If you would like this action event to be added to Pabbly Connect, you can submit your request on our dedicated platform:
https://pabbly.featureos.app/b/Update-Existing-Application

Our integrations team will review your request and, if feasible, add the desired endpoint to Pabbly Connect.