Estimate Rocket + monday.com + YouCanBookMe Integrations

How to connect Estimate Rocket + monday.com + YouCanBookMe

Zapier lets you send info between Estimate Rocket and monday.com and YouCanBookMe automatically—no code required. With 8,000+ supported apps, the possibilities are endless.

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Do even more with Estimate Rocket + monday.com + YouCanBookMe

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Estimate Rocket, monday.com, and YouCanBookMe. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

New Assignment
Triggers when a new assignment is created.
Trigger
Instant
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New Invoice
Triggers when a new invoice is created.
Trigger
Polling
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New Project
Triggers when a new project is created.
Trigger
Polling
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Proposal Status Updated
Triggers when a proposal status is updated.
Trigger
Instant
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- First NameRequired
- Last NameRequired
- Company Name
- Email
- Phone
- Address 1
- Address 2
- City
- State
- Zip
- Tax Rate
- Notes
- Lead Source
- OwnerRequired
Action
Write

- OwnerRequired
- Client IDRequired
- TypeRequired
- Billing Address 1Required
- Billing CityRequired
- Billing State/ProvinceRequired
- Billing Zip/Postal CodeRequired
- Name
- Billing Address 2
- Customer Notes
- Internal Notes
- Tax Rate
- Source
- Number
Action
Write
- Invoice NumberRequired
Action
Search

- Search FieldRequired
- Search ValueRequired
Action
Search
- Search FieldRequired
- Search ValueRequired
- First NameRequired
- Last NameRequired
- Company Name
- Email
- Phone
- Address 1
- Address 2
- City
- State
- Zip
- Tax Rate
- Notes
- Lead Source
- OwnerRequired
Action
Search or write
- Item Created In Board Copy
- Board IDRequired
Trigger
Instant
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New Board
Triggers when a new board is created.
Trigger
Polling
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- Board IDRequired
- Column IDsRequired
Trigger
Instant
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- Board IDRequired
- Column IDRequired
Trigger
Instant
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New User
Triggers when a new user joins your monday.com account.
Trigger
Polling
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- Board IDRequired
- Group IDRequired
Action
Write
- Board IDRequired
- Item IDRequired
- New Item Name ValueRequired
Action
Write
- Board NameRequired
- Board KindRequired
- Template Id
- Workspace Id
Action
Write
- Board IDRequired
- Group NameRequired
Action
Write
- Board IDRequired
- Item NameRequired
- Subitem NameRequired
Action
Write
- Board IDRequired
- Group IDRequired
Action
Write
- Board IDRequired
- Group IDRequired
- New Group Title
- Should add group to top?
Action
Write
- Board IDRequired
- Item IDRequired
- ColumnRequired
- FileRequired
- File NameRequired
Action
Write
- Board IDRequired
- Column to search inRequired
Action
Search
- Board IDRequired
Action
Search
- Board IDRequired
- Item IDRequired
- ColumnRequired
Action
Search
- Board IDRequired
- Item IDRequired
Action
Search
- Subscription LevelRequired
- Subscription Resource IdsRequired
- Notification typesRequired
Trigger
Instant
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New Client
Triggers when a new client is created.
Trigger
Polling
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New Payment
Triggers when a new payment is created.
Trigger
Polling
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New Proposal
Triggers when there's a new proposal.
Trigger
Instant
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Updated Assignment
Triggers when an assignment is updated.
Trigger
Instant
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- Invoice IDRequired
- DateRequired
- AmountRequired
- Reference
- Notes
Action
Write
- Search FieldRequired
- Search ValueRequired
Action
Search
- Search FieldRequired
- Search ValueRequired
Action
Search
- Search FieldRequired
- Search ValueRequired
Action
Search
- Board IDRequired
Trigger
Instant
Try It
- Board IDRequired
- Group Names to trigger on
Trigger
Instant
Try It
- Board IDRequired
Trigger
Instant
Try It
- Board IDRequired
- Column IDRequired
Trigger
Instant
Try It
- Board IDRequired
Trigger
Instant
Try It
- Board IDRequired
Action
Write
- Item IDRequired
Action
Write
- Board IDRequired
- Item IDRequired
- Override empty fields
Action
Write
- Board IDRequired
- Column TitleRequired
- Column TypeRequired
Action
Write
- Board IDRequired
- Group ID
- Item NameRequired
- Subitem Name
Action
Write
- Item IDRequired
- BodyRequired
Action
Write
- Item IDRequired
Action
Write
- Board IDRequired
- Item IDRequired
- Subitem IDRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Board IDRequired
- User :Required
Action
Search
- Board IDRequired
- Item IDRequired
- Column
Action
Search
- Board IDRequired
Action
Search
- Board IDRequired
- User :Required
Action
Search

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How Estimate Rocket + monday.com + YouCanBookMe Integrations Work

Step 1: Authenticate Estimate Rocket, monday.com, and YouCanBookMe.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Estimate Rocket + monday.com + YouCanBookMe

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.