Create Estimate

Creates a new estimate in Clientary.

POST

Query

Field selectionChoose which fields should be included in the response. Learn more

string

Comma-separated response fields to include.

Body

Arguments

stringrequired

The ISO currency code for the estimate.

stringrequired

The estimate issue date (YYYY-MM-DD).

Try this request

Request

curl --request POST \
  --url "https://connect.mindcloud.co/v1/universal/clientary/latest/actions/create-estimate" \
  --header "Authorization: Bearer $MINDCLOUD_API_TOKEN" \
  --header "Content-Type: application/json" \
  --data '{
  "connectionId": "$CONNECTION_ID",
  "estimate.currencyCode": "",
  "estimate.date": ""
}'

{
  "success": true,
  "data": [
    {
      "allowReincrement": true,
      "attachmentCurrentPage": 1,
      "attachments": [
        {}
      ],
      "attachmentsEnabled": true,
      "attachmentsRelations": [
        {}
      ],
      "attachmentTotalCount": 1,
      "attachmentTotalPages": 1,
      "clientId": 1,
      "clientViewUrl": "https://example.com",
      "comments": [
        {}
      ],
      "compoundTax": true,
      "createdAt": "2026-05-07T12:00:00.000Z",
      "currencyCode": "string",
      "date": "2026-05-07T12:00:00.000Z",
      "deliveryDate": "2026-05-07T12:00:00.000Z",
      "estimateItems": [
        {}
      ],
      "expirationDate": "2026-05-07T12:00:00.000Z",
      "id": 1,
      "note": "string",
      "number": "string",
      "po": "string",
      "recipients": [
        {}
      ],
      "scope": "string",
      "secret": "string",
      "shippingAddress": "string",
      "shippingCity": "string",
      "shippingCountry": "string",
      "shippingEnabled": true,
      "shippingName": "string",
      "shippingPhone": "string",
      "shippingState": "string",
      "shippingZip": "string",
      "showTotals": true,
      "showUnits": true,
      "sortTimestamp": "2026-05-07T12:00:00.000Z",
      "status": 1,
      "subtotal": 1,
      "tax": 1,
      "tax2": 1,
      "tax2Enabled": true,
      "tax2Label": "string",
      "tax3": 1,
      "tax3Label": "string",
      "taxLabel": "string",
      "title": "string",
      "totalCost": 1,
      "totalTax": 1,
      "totalTax2": 1,
      "totalTax3": 1,
      "updatedAt": "2026-05-07T12:00:00.000Z",
      "userId": 1
    }
  ],
  "meta": {}
}

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