Estimate Rocket + QuickBooks Online

Estimate Rocket + QuickBooks Online integrations

Find or create customers in QuickBooks Online from new clients in Estimate Rocket

Need an easier way to keep your client list up to date? Whenever there's a new Estimate Rocket client, this Zap will automatically search for them by email address in QuickBooks Online. If they don't exist already, they'll be added as a customer.

When this happens...
New ClientTriggers when a new client is created.
TriggerPolling

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More things you can do with Estimate Rocket and QuickBooks Online

Discover other triggers and actions you can use with Estimate Rocket and QuickBooks Online

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 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
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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

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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Related categories

Project Management

About QuickBooks Online

QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.

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Related categories

Accounting

Premium

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