Create an Estimate
Purpose
To insert a new estimate record.
Request URL
https://fsm.zoho.com/fsm/v1/Estimates
Request Method
POST
Scope
scope=ZohoFSM.modules.Estimates.CREATE
Mandatory Parameters
Name | Description | Type |
Summary | A summary of the estimate | String |
Contact* | The ID of the contact for whom the estimate is being created | String |
Company* | The ID of the company for which the estimate is being created | String |
The email address you want to associate with the estimate | String | |
Service_Address | Specify the ID of the service address you want for the estimate Example: "id": "1011000000208180" | JSON Object |
Service_Line_Items | Details of the services for which the estimate is being created:
| JSON Array String String Integer Integer |
*This field will be mandatory depending on the sync type for the FSM-Invoice/Books integration
Sample Request
Copiedcurl --request POST 'https://fsm.zoho.com/fsm/v1/Estimates' \
--header 'Authorization: Zoho-oauthtoken 1000.axxxxxxxxx.xxxxxxxxxx1' \
-d "@newEstimate.json"
Sample Input
Copied{
"data": [
{
"Summary": "Leaking faucet",
"Expiry_Date": "2022-03-08",
"Contact": "1011000000208173",
"Company": "1011000000139165",
"Email": "lucy.robins@zylker.com",
"Phone": "111-111-1111",
"Asset": null,
"Territory": "1011000000139175",
"Service_Address": {
"id": "1011000000208180",
"Service_Street_1": "813 E State St",
"Service_Street_2": null,
"Service_City": "Rockford",
"Service_State": "Illinois",
"Service_Country": "United States",
"Service_Zip_Code": "61104",
"Service_Latitude": "42.266611",
"Service_Longitude": "-89.084456",
"Service_Address_Name": "Service Address"
},
"Billing_Address": {
"id": "1011000000208179",
"Billing_Street_1": "3338 N Main St",
"Billing_Street_2": null,
"Billing_City": "Rockford",
"Billing_State": "Illinois",
"Billing_Country": "United States",
"Billing_Zip_Code": "61103",
"Billing_Latitude": "42.310056",
"Billing_Longitude": "-89.077599",
"Billing_Address_Name": "Billing Address"
},
"Currency": "USD",
"Exchange_Rate": "1.000000000",
"Sub_Total": 350,
"Tax_Amount": 21.88,
"Adjustment": 0,
"Grand_Total": 372,
"Service_Line_Items": [
{
"Service": "1011000000165262",
"Description": null,
"Quantity": 1,
"Unit": null,
"List_Price": 150,
"Amount": 150,
"Discount": 0,
"Sequence": 1,
"Tax": {
"Tax_Name": "IllinoisTax",
"Tax_Exemption_Code": null,
"Tax_Id": "2908070000000091001",
"Tax_Percentage": 6.25,
"Tax_Exemption_Id": null
},
"Line_Item_Amount": 159.38,
"Discount_Type": "Currency",
"Status": "New",
"Contact": "1011000000208173",
"Skill_Line_Items": [],
"Part_Line_Items": [
{
"Part": "1011000000141098",
"Description": null,
"Quantity": 1,
"Unit": "Quantity",
"List_Price": 200,
"Amount": 200,
"Discount": 0,
"Sequence": 1,
"Tax": {
"Tax_Name": "IllinoisTax",
"Tax_Exemption_Code": null,
"Tax_Id": "2908070000000091001",
"Tax_Percentage": 6.25,
"Tax_Exemption_Id": null
},
"Line_Item_Amount": 212.5,
"Discount_Type": "Currency"
}
]
}
]
}
]
}
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Sample Response
Copied{
"result": "success",
"code": "SUCCESS",
"data": {
"Service_Line_Items": [
{
"UID": "Service_Line_Items_0",
"Modified_Time": "2022-03-07T05:27:32-08:00",
"Modified_By": {
"name": "Daniel Warne",
"id": "1011000000139001"
},
"Created_Time": "2022-03-07T05:27:32-08:00",
"id": "1011000000220970",
"Created_By": {
"name": "Daniel Warne",
"id": "1011000000139001"
},
"TabName": "ServiceLineItems"
}
],
"Part_Line_Items": [
{
"UID": "Service_Line_Items_0_Part_Line_Items_0",
"Modified_Time": "2022-03-07T05:27:32-08:00",
"Modified_By": {
"name": "Daniel Warne",
"id": "1011000000139001"
},
"Created_Time": "2022-03-07T05:27:32-08:00",
"id": "1011000000220975",
"Created_By": {
"name": "Daniel Warne",
"id": "1011000000139001"
},
"TabName": "PartLineItems"
}
],
"Estimates": [
{
"UID": "Estimates_0",
"Modified_Time": "2022-03-07T05:27:32-08:00",
"Modified_By": {
"name": "Daniel Warne",
"id": "1011000000139001"
},
"Created_Time": "2022-03-07T05:27:32-08:00",
"id": "1011000000220961",
"Created_By": {
"name": "Daniel Warne",
"id": "1011000000139001"
},
"TabName": "Estimates"
}
]
},
"status": "success"
}
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