Connect Chekkit and Estimate Rocket to power AI-driven automation

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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Inbound Text Message" from Chekkit.

Add your action

An action happens after the trigger—such as "Create Client" in Estimate Rocket.

You’re connected!

Zapier seamlessly connects Chekkit and Estimate Rocket, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Inbound Text Message
Triggers when you a receive a new SMS message to your Chekkit account.
Trigger
Polling
Try It
New Textchat Message
Triggers when a new message is sent through your textchat widget.
Trigger
Polling
Try It
- Message
  Required
Action
Write
- Customer Name
  Required
- Mobile Phone
- Email
Action
Write
New Client
Triggers when a new client is created.
Trigger
Polling
Try It

New Payment
Triggers when a new payment is created.
Trigger
Polling
Try It
New Proposal
Triggers when there's a new proposal.
Trigger
Instant
Try It

Updated Assignment
Triggers when an assignment is updated.
Trigger
Instant
Try It
- Invoice ID
  Required
- Date
  Required
- Amount
  Required
- Reference
- Notes
Action
Write
- Search Field
  Required
- Search Value
  Required
Action
Search
- Search Field
  Required
- Search Value
  Required
Action
Search
- Search Field
  Required
- Search Value
  Required
Action
Search

New Review Invitation Sent
Triggers when a new review invitation is sent.
Trigger
Polling
Try It
- Full Name
  Required
- Mobile Phone
- Email
- text
Action
Write
- Customer Name
  Required
- Mobile Phone Number
- Email Address
- Message
  Required
- Employee
Action
Write
New Assignment
Triggers when a new assignment is created.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Project
Triggers when a new project is created.
Trigger
Polling
Try It
Proposal Status Updated
Triggers when a proposal status is updated.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Company Name
- Email
- Phone
- Address 1
- Address 2
- City
- State
- Zip
- Tax Rate
- Notes
- Lead Source
- Owner
  Required
Action
Write
- Owner
  Required
- Client ID
  Required
- Type
  Required
- Billing Address 1
  Required
- Billing City
  Required
- Billing State/Province
  Required
- Billing Zip/Postal Code
  Required
- Name
- Billing Address 2
- Customer Notes
- Internal Notes
- Tax Rate
- Source
- Number
Action
Write
- Invoice Number
  Required
Action
Search
- Search Field
  Required
- Search Value
  Required
Action
Search
- Search Field
  Required
- Search Value
  Required
- First Name
  Required
- Last Name
  Required
- Company Name
- Email
- Phone
- Address 1
- Address 2
- City
- State
- Zip
- Tax Rate
- Notes
- Lead Source
- Owner
  Required
Action
Search or write

For AI agents & developers

Use Chekkit and Estimate Rocket with AI agents and code

Beyond Zap workflows. Call Chekkit and Estimate Rocket actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Chekkit and Estimate Rocket actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create a New Customer
Create Client

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Chekkit and Estimate Rocket actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* chekkit / converted-da-56088 action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Chekkit and Estimate Rocket to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Chekkit to Estimate Rocket integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Chekkit

Chekkit is a review management and messaging tool for local business.

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CRM (Customer Relationship Management)

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About Estimate Rocket

Estimate Rocket is a project and client management platform that helps contractors create estimates, manage jobs, follow ups and track invoices & payments.

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