Automatically "Email Quote"

joshathosco · March 11, 2021, 9:44am

Hi,

Is there a way to email quotes automatically on creation? If not, is it available to trigger via API?

Thanks

hillel · March 11, 2021, 10:51am

Hi,

This should be possible using the API with a webhook.

joshathosco · March 11, 2021, 1:32pm

Thanks Hillel,

What would be the request to trigger it?

Thanks

hillel · March 11, 2021, 1:36pm

You can create a webhook in the app on Settings > API Tokens

joshathosco · March 12, 2021, 2:41pm

Thanks Hillel but that’s not what we’re looking for.

We create our quotes via API and want the quote to be sent automatically to the customer when it’s created.

hillel · March 13, 2021, 6:44pm

Gotcha, in that case you can add ?email_invoice=true to the URL to send it