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API Calls

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Estimates

Staff have access to the API calls listed below if the Estimates tab is enabled for staff. Staff users can only access estimates that belong to clients they are assigned to.

estimate.create

Create a new estimate and return the corresponding estimate_id.

Request

<?xml version="1.0" encoding="utf-8"?>

  
    13              

    draft                 

    2007-06-23                
    2314            
    10                
    Due upon receipt.       
    Payment due in 30 days. 
    John          
    Smith           
    ABC Corp  
                    
                    
                          
                        
                    
                          

                                    
      
        Yard Work                     
        Mowed the lawn. 
        10                  
        4                     
        GST                 
        PST                 
        8             
        6             
      
    
  

Response

<?xml version="1.0" encoding="utf-8"?>

  103
	

estimate.update

Update an existing estimate.

Request

<?xml version="1.0" encoding="utf-8"?>

  
    103
    ...
  

Response

<?xml version="1.0" encoding="utf-8"?>
	

estimate.get

Retrieve an existing estimate.

Request

<?xml version="1.0" encoding="utf-8"?>

  21

Response

<?xml version="1.0" encoding="utf-8"?>

  
    00000000001
    0000001
    5
    Sample Organization
    John
    Smith
    123 Fake St.
    Apt 123
    New York
    New York
    United States
    553132
    84
    
    40
    2009-07-21
    Some notes for the customer to see.
    Once accepted, payment must be made in 30 days.
    10
    https://sample.freshbooks.com/view/3R8gdDNVJ8uDpC6X
    https://sample.freshbooks.com/estimates/00000000001
    
      https://sample.freshbooks.com/view/3R8gdDNVJ8uDpC6X
      https://sample.freshbooks.com/estimates/00000000001
    
    
      
        Yard Work
        Mowed the Lawn
        10
        4
        40
        GST
        PST
        5
        8
      
    
  

estimate.delete

Delete an existing estimate.

Request

<?xml version="1.0" encoding="utf-8"?>

  103

Response

<?xml version="1.0" encoding="utf-8"?>
	

estimate.list

Returns a list of estimates. You can optionally filter by client_id and date.

Request

<?xml version="1.0" encoding="utf-8"?>

  3            
  2007-01-01   
  2007-04-01       
  1                      
  10             

Response

<?xml version="1.0" encoding="utf-8"?>

  
    
      00000000001
      0000001
      5
      Sample Organization
      John
      Smith
      123 Fake St.
      Apt 123
      New York
      New York
      United States
      553132
      84
      
      40
      2009-07-21
      Some notes for the customer to see.
      Once accepted, payment must be made in 30 days.
      10
      https://sample.freshbooks.com/view/3R8gdDNVJ8uDpC6X
      https://sample.freshbooks.com/estimates/00000000001
      
        https://sample.freshbooks.com/view/3R8gdDNVJ8uDpC6X
        https://sample.freshbooks.com/estimates/00000000001
      
      
        
          Yard Work
          Mowed the Lawn
          10
          4
          40
          GST
          PST
          5
          8
        
      
    
    
    ...
    
  

estimate.sendByEmail

Send an estimate to the associated client via e-mail.

Request

<?xml version="1.0" encoding="utf-8"?>

  21

Custom Emails

If you would like to send a custom email, include a message and subject element. Note that both of these elements are required (one or the other will not work).

Request

<?xml version="1.0" encoding="utf-8"?>

  21
  This is a custom subject!
  You have a new estimate. Get it here: ::estimate link::