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.
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/invite/49675/a28290a635952fa3ef94efd609e4b451/
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.
The following Estimate Rocket Triggers, Searches, and Actions are supported by Zapier:
Triggers when a new client is created.
Triggers when a new project is created.
Triggers when a new invoice is created.
Triggers when a new payment is created.
Finds an existing invoice.
Finds an existing client. Optionally, create one if none are found.
Creates a new project.
Creates a new payment.
Creates a new client.
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