Email an estimate

Email the customer a portal link to an estimate.

POST https://cotlet.dev/api/v1/method-crm/estimates/{estimate_id}

write Confirm

Does what Send > Email does: the customer gets a link to their portal, where they can accept or reject. It fails if the contact has no email. By default you confirm each call; you can switch that off for this tool.

Parameters

Parameters: send_estimate
NameTypeDescription
estimate_id string required string Estimate ID.
subject string string Email subject. Default from your template.
body string string Email text. Default from your template.

Request

cURL
curl -X POST https://cotlet.dev/api/v1/method-crm/estimates/estimate_8c41d2 \
  -H "Authorization: Bearer $COTLET_API_KEY"
Python
result = client.call("method-crm", "send_estimate", {"estimate_id":"estimate_8c41d2"})
Node.js
const result = await cotlet.call('method-crm', 'send_estimate', {"estimate_id":"estimate_8c41d2"});
CLI
cotlet call method-crm send_estimate --data '{"estimate_id":"estimate_8c41d2"}'

Example response

JSON

{
  "estimate_id": "2230",
  "status": "sent",
  "sent_to": "billing@ortega-kitchens.example"
}

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