Estimate Rocket Integrations

Name: Zapier
Availability: InStock

Beta

Project Management

Put Estimate Rocket to work with AI and enterprise-grade automation

Automate smarter with Estimate Rocket and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

Start free with email

Continue with Google

Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

QuickBooks Online

Accounting

ClickUp

Project Management

HubSpot

Marketing Automation

Google Forms

Forms & Surveys, Google

Mailchimp

Marketing Automation

LeadConnector

Marketing Automation

Retell AI

AI Agents

Google Sheets

Google, Spreadsheets

Google Contacts

Contact Management, Google

QuickBooks Online

Accounting

ClickUp

Project Management

HubSpot

Marketing Automation

Google Forms

Forms & Surveys, Google

Mailchimp

Marketing Automation

LeadConnector

Marketing Automation

QuickBooks Online

Accounting

ClickUp

Project Management

HubSpot

Marketing Automation

Google Forms

Forms & Surveys, Google

Mailchimp

Marketing Automation

LeadConnector

Marketing Automation

Retell AI

AI Agents

Google Sheets

Google, Spreadsheets

Google Contacts

Contact Management, Google

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create QuickBooks Online invoices from new Estimate Rocket invoices
Premium
Details
Try it
Estimate Rocket + QuickBooks Online
Record QuickBooks Online payments from new Estimate Rocket payments
Premium
Details
Try it
Estimate Rocket + QuickBooks Online
Create QuickBooks Online customers from new Estimate Rocket clients
Premium
Details
Try it
Estimate Rocket + QuickBooks Online
Create or update HubSpot contacts from new Estimate Rocket clients
Details
Try it
Estimate Rocket + HubSpot
Find or create Pipedrive deals from new Estimate Rocket proposals
Details
Try it
Estimate Rocket + Pipedrive
Add rows to Smartsheet every time new proposals are created in Estimate Rocket
Details
Try it
Estimate Rocket + Smartsheet

Create QuickBooks Online invoices from new Estimate Rocket invoices

Details

Try it

Estimate Rocket + QuickBooks Online

Record QuickBooks Online payments from new Estimate Rocket payments

Details

Try it

Estimate Rocket + QuickBooks Online

Create QuickBooks Online customers from new Estimate Rocket clients

Details

Try it

Estimate Rocket + QuickBooks Online

Create or update HubSpot contacts from new Estimate Rocket clients

Details

Try it

Estimate Rocket + HubSpot

Find or create Pipedrive deals from new Estimate Rocket proposals

Details

Try it

Estimate Rocket + Pipedrive

Add rows to Smartsheet every time new proposals are created in Estimate Rocket

Details

Try it

Estimate Rocket + Smartsheet

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 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

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

Estimate Rocket Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

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.

HelpHelp

Related categories

Project Management

Estimate Rocket Integrations

Put Estimate Rocket to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create QuickBooks Online invoices from new Estimate Rocket invoices

Record QuickBooks Online payments from new Estimate Rocket payments

Create QuickBooks Online customers from new Estimate Rocket clients

Create or update HubSpot contacts from new Estimate Rocket clients

Find or create Pipedrive deals from new Estimate Rocket proposals

Add rows to Smartsheet every time new proposals are created in Estimate Rocket

Create QuickBooks Online invoices from new Estimate Rocket invoices

Record QuickBooks Online payments from new Estimate Rocket payments

Create QuickBooks Online customers from new Estimate Rocket clients

Create or update HubSpot contacts from new Estimate Rocket clients

Find or create Pipedrive deals from new Estimate Rocket proposals

Add rows to Smartsheet every time new proposals are created in Estimate Rocket

Supported triggers and actions

Estimate Rocket Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Estimate Rocket Integrations

Popular Estimate Rocket Integrations

Estimate Rocket Integrations

Put Estimate Rocket to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Create QuickBooks Online invoices from new Estimate Rocket invoices

Record QuickBooks Online payments from new Estimate Rocket payments

Create QuickBooks Online customers from new Estimate Rocket clients

Create or update HubSpot contacts from new Estimate Rocket clients

Find or create Pipedrive deals from new Estimate Rocket proposals

Add rows to Smartsheet every time new proposals are created in Estimate Rocket

Create QuickBooks Online invoices from new Estimate Rocket invoices

Record QuickBooks Online payments from new Estimate Rocket payments

Create QuickBooks Online customers from new Estimate Rocket clients

Create or update HubSpot contacts from new Estimate Rocket clients

Find or create Pipedrive deals from new Estimate Rocket proposals

Add rows to Smartsheet every time new proposals are created in Estimate Rocket

Estimate Rocket Help & Support

Common questions

.css-ojnz7r{font:500 1.125rem/1.5rem Inter,var(--zds-typography-base, Helvetica),Helvetica,arial,sans-serif;color:#695be8;margin-bottom:0;transition-property:all;transition-timing-function:ease-in-out;transition-duration:300ms;}Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Estimate Rocket Integrations

Popular Estimate Rocket Integrations

Connect Your App Accounts to Zapier