Payments action
Send Quote
Sends a quote to the contact with a link to review and accept it.
A step you can add to a workflow.
Business plan and up
How to add it
- Open Workflows in the app and create or open a workflow.
- Click + where you want the step and pick Send Quote under Payments.
- Fill in its settings, then save and turn the workflow on.
For the API and MCP
When you build workflows through the Inflowave API or the MCP server, this action is send_quote. See the MCP documentation.