Any updated assignment in Estimate Rocket can now send a payload to your needed application.
An ‘assignment’ in Estimate Rocket is when, for example, an estimate is scheduled for Thursday at 10am and assigned to one of your estimators. Or when the work order is assigned to a crew or project manager to be completed Monday through Wednesday next week. These are new and updated assignments. An updated assignment might be a date change, time change or employee change on any of the project responsibilities.
In my examples I will show the ER data being deposited as a new row into a Google Sheet.
Obviously your movement of this data will be much different than depositing a new row into a GSheet.
Connecting in Zapier
After making your connection to Estimate Rocket in Zapier look at the Trigger event and select Update Assignment.
Available Data
There are over 100 fields of data available in the payload including the project information and the client information.
Estimate Rocket events that will trigger data into the updated assignment web hook
- Add estimate
- Reassign estimate
- Schedule estimate
- Un-schedule estimate
- Reschedule estimate
- Complete estimate
- Pending acceptance reassigned
- Project accepted (by you to move into work order stage)
- Work order scheduled
- Work order unscheduled
- Work order rescheduled
- Work order completed
A Quick View of the Zap and Example Data Movement into Google Sheet
Other Interesting API Articles
Re authentication in Zapier after the June 2024 Update
Estimate Rocket API Enhancement Details
Estimate Rocket API via web hook overview