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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?

@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

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