Whenever I make a quote using the API it asks me to fill in the “Your Information” fields.
Is there a way to do this using the API too?
Hey @JFaber69 
This one took me down the rabbit hole, but I figured it out after a bit of trial and error. The quick answer is — these properties are not automatically updated even after setting the associations, adding an owner to the associations deal, nor when sending the owner properties like `hs_quote_owner_id`. You have to set this in the request body in the properties section.
{
"properties": {
"hs_title": "Gayle - annual cat audit (with owner) 4",
"hs_expiration_date": "2027-09-30",
"hs_status": "DRAFT",
"hs_quote_owner_id": "198670650",
"hs_sender_company_name": "Bob's Burgers",
"hs_sender_firstname": "Jaycee",
"hs_sender_lastname": "Lewis",
"hs_sender_phone": "5055555555",
"hs_sender_jobtitle": "API helper",
"hs_sender_email": "bob@bobsburgers.com"
},
Here’s the full list of related properties you can set this way:
hs_sender_image_url
hs_sender_company_name
hs_sender_firstname
hs_sender_company_domain
hs_sender_lastname
hs_sender_company_address
hs_sender_email
hs_sender_company_address2
hs_sender_phone
hs_sender_company_city
hs_sender_jobtitle
hs_sender_company_state
hs_sender_company_zip
hs_sender_company_country
hs_sender_company_image_url
Shoutout to @Teun and @CMcKay for solving this one in 2022 — solution. I’ll make a request to see if we can get the dev doc updated to reflect this information.
Best,
Jaycee