Best answer

Quickbooks Estimates to Pipedrive

  • 17 June 2020
  • 1 reply
  • 83 views

When i create a new estimate in QB, i need to create a new deal in pipe drive but i need that new deal to include a copy of the estimate including the attachments.

 

Can this be done?

icon

Best answer by David Mercer 17 June 2020, 16:44

View original

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

1 reply

Userlevel 2
Badge

@Direct There is a QBO API called Get an estimate as PDF (https://developer.intuit.com/app/developer/qbo/docs/api/accounting/most-commonly-used/estimate#get-an-estimate-as-pdf) that could be used once you have the Estimate ID.  To do this, you would use the Zapier Webhook for GET.

 

David