Estimate Rocket + Smartsheet

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

Streamline your work process with this seamless integration between Estimate Rocket and Smartsheet. Whenever a new proposal is created in Estimate Rocket, a row will be immediately added to a Smartsheet of your choice. This automation not only keeps your data organized but also ensures no crucial proposal details are missed or overlooked. Enhance your productivity and efficiency by keeping your information always up-to-date.

When this happens...
New Proposal
Triggers when there's a new proposal.
TriggerInstant
automatically do this!
Add Row to Sheet
Add a row to a sheet.
ActionWrite

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Supported triggers and actions

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 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
- Choose a SheetRequired
Trigger
Polling
Try It
- Choose a SheetRequired
Trigger
Polling
Try It
Updated Row
Triggers when cells in a row are updated or created (based on your settings).
Trigger
Instant
Try It
- SheetRequired
- RowRequired
- File AttachmentRequired
Action
Write
- Choose a SheetRequired
- Add Row to Top or Bottom
Action
Write
- Choose Source SheetRequired
- Choose a Destination SheetRequired
- Choose RowRequired
Action
Write
- SheetRequired
- ColumnRequired
- Parent Row
Action
Write
- DestinationRequired
- Sheet to CopyRequired
- Copy Cells?Required
- Copy Attachments?Required
- Copy Discussions?Required
- Sheet NameRequired
Action
Write
- Choose a SheetRequired
- Row IDRequired
Action
Write
- Choose a SheetRequired
- Email Address(es)Required
- FormatRequired
- Email Subject
- Message
- CC Me?
- Paper Size
Action
Write
- Choose a WorkspaceRequired
- Email Address(es) to Share ToRequired
- Access LevelRequired
- Notify via Email?Required
- Email Subject
- Message
- CC Me?
Action
Write
Find sheet Row (Legacy)
Find a row in a specified sheet using a query.
Action
Write
- Sheet IDRequired
- QueryRequired
Action
Search

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 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
Get Reports
[PRIVATE] Generates report list for dropdown.
Trigger
Polling
Try It
- Choose a SheetRequired
Trigger
Polling
Try It
- Select a ReportRequired
Trigger
Polling
Try It
- Workspace NameRequired
Action
Write
- Choose a SheetRequired
- RowRequired
- TitleRequired
- CommentRequired
Action
Write
- Source FolderRequired
- Destination FolderRequired
- New Folder NameRequired
Action
Write
- WorkspaceRequired
- New NameRequired
- What to Include?
- Skip Remap
Action
Write
- Choose Source SheetRequired
- Choose a Destination SheetRequired
- Choose RowRequired
Action
Write
- DestinationRequired
- TemplateRequired
- Copy Cells?Required
- Copy Attachments?Required
- Copy Discussions?Required
- Sheet NameRequired
Action
Write
- Choose a SheetRequired
- Email Address(es)Required
- Choose RowRequired
- Email Subject
- Message
- CC Me?
- Include Attachments ?
- Include Discussions ?
Action
Write
- Choose a SheetRequired
- Email Address(es) to Share ToRequired
- Access LevelRequired
- Notify via Email?Required
- Email Subject
- Message
- CC Me?
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Sheet IDRequired
- Row IDRequired
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.

Related categories

Project Management

About Smartsheet

Smartsheet is a leading cloud-based platform for work execution, enabling teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.

Related categories

Spreadsheets

Estimate Rocket + Smartsheet

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

New Assignment

New Invoice

New Project

Proposal Status Updated

Create Client

Create Project

Find Invoice

Find Projects

Find or Create Client

New Attachment

New Row

Updated Row

Add Attachment to Row

Add Row to Sheet

Copy Row

Export Column

Create Sheet From Existing Sheet

Update Row

Send Sheet

Share Workspace

Find sheet Row (Legacy)

Find Sheet Row

New Client

New Payment

New Proposal

Updated Assignment

Create Payment

Find Client

Find Project

Find Proposal

Get Reports

New Comment

New or Updated Report Row

Create Workspace

Add Discussion to Row

Copy Folder

Copy Workspace

Move Row

Create Sheet From Template

Send Row

Share Sheet

API Request (Beta)

Find Attachment

About Estimate Rocket

Related categories

About Smartsheet

Related categories

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