HighLevel: Update Estimate
HighLevel invoices.updateEstimate: arguments, response, policy and SDK examples.
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Operation gohighlevel.update_estimate
Provider route: PUT /invoices/estimate/{estimateId}. Alter supplies the connection’s credentials and routing.
Call through Alter
Section titled “Call through Alter”Install @alter-ai/sdk @alter-ai/gohighlevel with npm, or alter-sdk-gohighlevel with pip. Supply your connected customer’s grant ID and the arguments described below.
import { App } from "@alter-ai/sdk";import { HighLevelIntegration } from "@alter-ai/gohighlevel";
async function execute(input: Parameters<HighLevelIntegration["invoices"]["updateEstimate"]>[0]) { const app = new App({ apiKey: process.env.ALTER_API_KEY! }); try { const provider = new HighLevelIntegration(app, { grantId: process.env.PROVIDER_GRANT_ID! }); const call = await provider.invoices.updateEstimate(input); const result = await call.wait(); return result.bodyJson(); } finally { await app.close(); }}import osfrom alter_sdk import Appfrom alter_sdk_gohighlevel import HighLevelIntegration
async def execute(arguments): async with App(api_key=os.environ["ALTER_API_KEY"]) as app: provider = HighLevelIntegration(app, {"grant_id": os.environ["PROVIDER_GRANT_ID"]}) call = await provider.invoices.update_estimate(arguments) result = await call.wait() return result.body_json()| Field | Type | Presence | Description and constraints |
|---|---|---|---|
$ | object | Root | Additional keys: not allowed |
path | object | Required within parent | Additional keys: not allowed |
path.estimateId | string | Required within parent | |
body | Model | Required within parent | Expand Update Estimate — request body — body |
Referenced models: Update Estimate — request body — body
Response
Section titled “Response”Response media type: application/json. The table describes the pinned successful response. Referenced models link to their complete fields.
| Field | Type | Presence | Description and constraints |
|---|---|---|---|
$ | Model | Root | Expand Send Estimate — response body |
Referenced models: Send Estimate — response body
Schemas
Section titled “Schemas”18 more schemas are linked from the tables above, on the schema pages.
Send Estimate — response body
| Field | Type | Presence | Description and constraints |
|---|---|---|---|
$ | object | Root | |
__v | JSON | Required within parent | |
__v (anyOf 1) | number | Alternative | Version number |
__v (anyOf 2) | string | Alternative | Pattern: ^-?[0-9]+(?:\.[0-9]+)?(?:[eE][+-]?[0-9]+)?$ |
_id | string | Required within parent | Unique identifier |
altId | string | Required within parent | Location Id or Agency Id |
altType | string | Required within parent | Known values: location |
attachments | array | Optional | Attachments |
attachments[] | Model | Each item | Expand Send Estimate — response body — attachments item |
autoInvoice | JSON | Optional | Auto-invoice settings for the estimate |
autoInvoice (allOf 1) | Model | All variants apply | Expand Delete Event — request body — body |
automaticTaxesCalculated | boolean | Required within parent | Indicates if automatic taxes were calculated |
automaticTaxesEnabled | boolean | Required within parent | Indicates if automatic taxes are enabled for this estimate |
businessDetails | JSON | Required within parent | Business details associated with the estimate |
businessDetails (allOf 1) | Model | All variants apply | Expand Delete Event — request body — body |
companyId | string | Required within parent | Company identifier associated with the estimate |
contactDetails | JSON | Required within parent | Contact details for the estimate |
contactDetails (allOf 1) | Model | All variants apply | Expand Delete Event — request body — body |
createdAt | string | Required within parent | Timestamp when created Format: date-time |
currency | string | Required within parent | Currency code |
deleted | boolean | Required within parent | Indicates if deleted |
discount | JSON | Required within parent | Discount details for the estimate template |
discount (allOf 1) | Model | All variants apply | Expand Send Estimate — response body — discount / type: percentage, fixed |
estimateActionHistory | array | Required within parent | History of actions taken on the estimate |
estimateActionHistory[] | string | Each item | |
estimateNumberPrefix | string | Optional | Estimate number prefix |
expiryDate | string | Required within parent | Date when the estimate expires Format: date-time |
frequencySettings | JSON | Required within parent | Frequency settings for recurring estimates |
frequencySettings (allOf 1) | Model | All variants apply | Expand Send Estimate — response body — frequency Settings enabled, schedule |
issueDate | string | Required within parent | Date when the estimate was issued Format: date-time |
items | array | Required within parent | An array of items |
items[] | array | Each item | |
lastVisitedAt | string | Required within parent | Timestamp when the estimate was last visited Format: date-time |
liveMode | boolean | Required within parent | Indicates if it is in live mode |
meta | object | Required within parent | Additional metadata associated with the estimate |
name | string | Required within parent | Name |
sentBy | string | Optional | User who sent the estimate |
sentTo | JSON | Required within parent | Recipient details for the estimate |
sentTo (allOf 1) | Model | All variants apply | Expand Delete Event — request body — body |
termsNotes | string | Optional | Terms and conditions for the estimate, supports HTML markup |
title | string | Optional | Title |
total | JSON | Required within parent | |
total (anyOf 1) | number | Alternative | Total amount |
total (anyOf 2) | string | Alternative | Pattern: ^-?[0-9]+(?:\.[0-9]+)?(?:[eE][+-]?[0-9]+)?$ |
totalamountInUSD | JSON | Required within parent | |
totalamountInUSD (anyOf 1) | number | Alternative | Total amount in USD |
totalamountInUSD (anyOf 2) | string | Alternative | Pattern: ^-?[0-9]+(?:\.[0-9]+)?(?:[eE][+-]?[0-9]+)?$ |
traceId | string | Required within parent | Trace ID for logging and debugging |
updatedAt | string | Required within parent | Timestamp when last updated Format: date-time |
updatedBy | string | Optional | User Id of who last updated |
Referenced models: Delete Event — request body — body, Send Estimate — response body — attachments item, Send Estimate — response body — frequency Settings enabled, schedule, Send Estimate — response body — discount / type: percentage, fixed
Delete Event — request body — body
| Field | Type | Presence | Description and constraints |
|---|---|---|---|
$ | object | Root |
Send Estimate — response body — attachments item
| Field | Type | Presence | Description and constraints |
|---|---|---|---|
$ | object | Root | |
id | string | Required within parent | Id of the file selected |
name | string | Required within parent | Name of the file |
size | JSON | Required within parent | |
size (anyOf 1) | number | Alternative | Size of the file |
size (anyOf 2) | string | Alternative | Pattern: ^-?[0-9]+(?:\.[0-9]+)?(?:[eE][+-]?[0-9]+)?$ |
type | string | Required within parent | Type of the file |
url | string | Required within parent | URL of the file |
Send Estimate — response body — frequency Settings enabled, schedule
| Field | Type | Presence | Description and constraints |
|---|---|---|---|
$ | object | Root | |
enabled | boolean | Required within parent | enabled for the frequency settings |
schedule | JSON | Required within parent | schedule setting for the estimate |
schedule (allOf 1) | Model | All variants apply | Expand Get an schedule — response body — schedule |
Referenced models: Get an schedule — response body — schedule
Send Estimate — response body — discount / type: percentage, fixed
| Field | Type | Presence | Description and constraints |
|---|---|---|---|
$ | object | Root | |
type | string | Required within parent | Discount type Known values: percentage, fixed Default: percentage |
validOnProductIds | array | Optional | Product Ids on which discount is applicable |
validOnProductIds[] | string | Each item | |
value | JSON | Optional | |
value (anyOf 1) | number | Alternative | Discount Value Default: 0 |
value (anyOf 2) | string | Alternative | Pattern: ^-?[0-9]+(?:\.[0-9]+)?(?:[eE][+-]?[0-9]+)?$ |
Create & Send — request body — body attachments item
| Field | Type | Presence | Description and constraints |
|---|---|---|---|
$ | object | Root | |
id | string | Required within parent | Id of the file selected |
name | string | Required within parent | Name of the file |
size | number | Required within parent | Size of the file |
type | string | Required within parent | Type of the file |
url | string | Required within parent | URL of the file |
Update Estimate — request body — body auto Invoice direct Payments, enabled
| Field | Type | Presence | Description and constraints |
|---|---|---|---|
$ | object | Root | |
directPayments | boolean | Optional | Direct Payments |
enabled | boolean | Required within parent | Enable Auto Invoice |
Create & Send — request body — body business Details
| Field | Type | Presence | Description and constraints |
|---|---|---|---|
$ | object | Root | |
address | JSON | Optional | Business Address |
address (allOf 1) | Model | All variants apply | Expand Update invoice — request body — body contact Details address |
customValues | array | Optional | Custom Values |
customValues[] | string | Each item | |
logoUrl | string | Optional | Business Logo URL |
name | string | Optional | Business Name |
phoneNo | string | Optional | Business Phone Number |
website | string | Optional | Business Website Link |
Referenced models: Update invoice — request body — body contact Details address
Update Estimate — request body — body frequency Settings enabled, schedule
| Field | Type | Presence | Description and constraints |
|---|---|---|---|
$ | object | Root | |
enabled | boolean | Required within parent | enabled for the frequency settings |
schedule | JSON | Required within parent | schedule setting for the estimate |
schedule (allOf 1) | Model | All variants apply | Expand Update schedule — request body — body schedule |
Referenced models: Update schedule — request body — body schedule
Policy, approvals and errors
Section titled “Policy, approvals and errors”SDK function policy ID: gohighlevel.update_estimate. Catalog operation: update-estimate. Rules can name either ID; function rules distinguish managed calls and conservatively cover raw calls sharing the route. Existing grant permissions and policy rules apply. wait() returns an immediate result or waits for a required approval; it never approves the request itself. Persist the approval ID to resume after a restart.
Provider errors retain their response; JSON decoding raises ProviderAPIError for provider failures. ManagedOperationError identifies contract/input/retention errors. See error handling and provider-specific behavior. Sensitive input may be refused before approval storage. A decoding error never resubmits a write.
Required provider scopes: ["invoices/estimate.write"]
Pinned headers: {"Version": "v3"}