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Quickbooks Estimates to Pipedrive

  • 17 June 2020
  • 1 reply

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?


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

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@Direct There is a QBO API called 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.