Zoho Books - Create Estimate

Deploy to generate unique URL

This workflow runs on Pipedream's servers and is triggered by HTTP / Webhook requests.

steps.

nodejs

auth

to use OAuth tokens and API keys in code via theauths object

code

Write any Node.jscodeand use anynpm package. You can alsoexport datafor use in later steps via return or this.key = 'value', pass input data to your code viaparams, and maintain state across executions with$checkpoint.

async (event, steps) => {

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}

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this.lineitems = JSON.parse(`[
        {
            "item_id": "2392161000000075001"
        }
    ]`);

steps.

zoho_books_create_estimate

Creates an estimate for your customer.

auth

(auths.zoho_books)

params

Organization id

In Zoho Books, your business is termed as an organization. If you have multiple businesses, you simply set each of those up as an individual organization. Each organization is an independent Zoho Books Organization with it’s own organization ID, base currency, time zone, language, contacts, reports, etc.

The parameter organization_id should be sent in with every API request to identify the organization.

The organization_id can be obtained from the GET /organizations API’s JSON response. Alternatively, it can be obtained from the Manage Organizations page in the admin console.

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string ·params.organization_id

Customer id

Search estimates by customer id.

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string ·params.customer_id

Optional

code

async (params, auths) => {

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//See the API docs: https://www.zoho.com/books/api/v3/#Estimates_Create_an_Estimate

if (!params.organization_id || !params.customer_id || !params.item_id || !params.line_items) {
  throw new Error("Must provide organization_id, customer_id, item_id, and line_items parameters.");
}

return await require("@pipedreamhq/platform").axios(this, {
  method: "post",
  url: `https://books.${auths.zoho_books.base_api_uri}/api/v3/estimates?organization_id=${params.organization_id}`,
  headers: {
    Authorization: `Zoho-oauthtoken ${auths.zoho_books.oauth_access_token}`,
  },
  data:{
    customer_id: params.customer_id,
    contact_persons: params.contact_persons,
    template_id: params.template_id,
    place_of_supply: params.place_of_supply,
    gst_treatment: params.gst_treatment,
    gst_no: params.gst_no,
    estimate_number: params.estimate_number,
    reference_number: params.reference_number,
    date: params.date,
    expiry_date: params.expiry_date,
    exchange_rate: params.exchange_rate,
    discount: params.discount,
    is_discount_before_tax: params.is_discount_before_tax,
    discount_type: params.discount_type,
    is_inclusive_tax: params.is_inclusive_tax,
    custom_body: params.custom_body,
    custom_subject: params.custom_subject,
    salesperson_name: params.salesperson_name,
    custom_fields: params.custom_fields,
    line_items: params.line_items,
    notes: params.notes,
    terms: params.terms,
    shipping_charge: params.shipping_charge,
    adjustment: params.adjustment,
    adjustment_description: params.adjustment_description,
    tax_id: params.tax_id,
    tax_exemption_id: params.tax_exemption_id,
    tax_authority_id: params.tax_authority_id,
    avatax_use_code: params.avatax_use_code,
    avatax_exempt_no: params.avatax_exempt_no,
    vat_treatment: params.vat_treatment,
    tax_treatment: params.tax_treatment,
    item_id: params.item_id,
    line_item_id: params.line_item_id,
    name: params.name,
    description: params.description,
    rate: params.rate,
    unit: params.unit,
    quantity: params.quantity,
    project_id: params.project_id
  },
  params: {
    send: params.send,
    ignore_auto_number_generation: params.ignore_auto_number_generation
  }
})