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
Email	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: Service: the ID of the service Contact: the ID of the contact for whom the estimate is being created Quantity: The quantity of the service line item Sequence: The order in which the service will be displayed in the Estimate Details page	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"
                        }
                    ]
                }
            ]
        }
    ]
}

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"
}