Estimate Rocket can seamlessly connect with third party services using our API which is accessible through Zapier. You can check to see if the service you want to connect with is supported by Zapier by searching for the product at the top of their website here: https://zapier.com/

Note: Estimate Rocket will not come up in the Zapier search as it is private. Below in step 3 there is an invite link that will allow you to connect with Estimate Rocket.

Connecting Estimate Rocket To Zapier

1.) Go to https://estimaterocketapi.com/ and login with your Estimate Rocket account owner login - this will give you access to the Estimate Rocket API.

2.) Login to your Zapier account or create a new account if you dont already have one here: https://zapier.com/pricing

Note: If you plan on using a premium app such as QuickBooks Online, you will need the "Starter" tier. If the app you want to connect with is not a premium app then you can use the "Free" tier.

3.) Click this link for the invite page that will add Estimate Rocket to your app list in Zapier: https://zapier.com/developer/public-invite/150116/090b41a0649a62f1ae8f10ee4d8004f8/

When the confirmation dialog appears, click Accept Invite & Build a Zap, this will connect Estimate Rocket to your Zapier Account. Once finished you can begin creating zaps and start sending information to other applications.

Triggers, Searches, and Actions

The following Estimate Rocket Triggers, Searches, and Actions are supported by Zapier:

Triggers

New Client
Triggers when a new client is created.

New Project
Triggers when a new project is created.

New Invoice
Triggers when a new invoice is created.

New Payment
Triggers when a new payment is created.

New Assignment
Triggers when an assignment is created in Estimate Rocket.

Updated Assignment
Triggers when an assignment is updated in Estimate Rocket.

New Proposal
Triggers when a proposal or change order is created in Estimate Rocket.

Proposal Status Update
Triggers when a proposal or change order status changes in Estimate Rocket. This change can come from client interaction with the proposal or Estimate Rocket user interaction with the proposal 

Search

Find Invoice
Finds an existing invoice.

Find Client
Finds an existing client. Optionally, create one if none are found.

Find Project
Finds an existing project by project name or project number. Returns project payload.

Find Projects
Finds an existing projects by project name. Returns project payload

Find Proposal
Finds an existing proposal by project ID or proposal ID. Returns project and proposal payload.

Actions

Create Project
Creates a new project.

Create Payment
Creates a new payment.

Create Client
Creates a new client.