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Estimate Rocket + ReviewNudger + Filter by Zapier

Estimate Rocket + ReviewNudger integrations

Create ReviewNudger review requests for newly paid and completed Estimate Rocket jobs

Follow up after customers pay for completed work. This Zap checks new Estimate Rocket payments, continues only when the project has a Work Completed At date and the client has not opted out of email, then creates a ReviewNudger request using the client email and name. Payment IDs prevent duplicate requests. Mark work completed before recording the final payment; earlier deposits are skipped. Your ReviewNudger settings control delivery.

When this happens...
New PaymentTriggers when a new payment is created.
TriggerPolling
automatically do this...
Only continue if...Set up rules to specify when this Zap can continue running.
ActionFilter
then do this!
Create Review RequestSends a review request to a customer after a completed payment, job, booking, or other transaction.
ActionWrite

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Discover other triggers and actions you can use with Estimate Rocket, Filter by Zapier, and more

New Assignment
Triggers when a new assignment is created.
Trigger
Instant
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New Expense
Triggers when a new expense 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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Proposal Status Updated
Triggers when a proposal status is updated.
Trigger
Instant
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New Time Entry Clock Out
Receive notifications when an employee clocks out. This webhook triggers when a time entry is updated for an employee clock-out, allowing you to automate workflows with Zapier.
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

- Project ID
  Required
- Date
  Required
- Name
  Required
- Number
- Subtotal
  Required
- Tax
- Description
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 Private Feedback
Triggers when a customer submits private feedback from a review request.
Trigger
Polling
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Review Request Sent
Triggers when a review request text or email is sent to a customer.
Trigger
Polling
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- Event Time
  Required
- Receipt ID
  Required
- Customer Email
- Customer Phone
- Customer Name
- Customer First Name
- Customer Last Name
- Customer ID
- Metadata
Action
Write

New Client
Triggers when a new client is created.
Trigger
Polling
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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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New Time Entry
Trigger when a new time entry is created.
Trigger
Polling
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New Time Entry Clock In
Receive notifications when an employee clocks in. This webhook triggers when a new time entry is created for an employee clock-in, allowing you to automate workflows with Zapier.
Trigger
Instant
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Updated Assignment
Triggers when an assignment is updated.
Trigger
Instant
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- Project ID
  Required
- Date
  Required
- Type
  Required
- Subtotal
  Required
- External Vendor ID
- Vendor Name
- Tax
- Paid
- Description
Action
Write
- 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
- Only continue if...
  Required
Action
Filter
New Review
Triggers when a new public review is synced.
Trigger
Polling
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- Appointment End Time
  Required
- Appointment ID
  Required
- Amount
- Currency
- Customer Email
- Customer Phone
- Customer Name
- Customer First Name
- Customer Last Name
- Receipt ID
- Metadata
Action
Write
- Event Time
  Required
- Payment ID
  Required
- Amount
- Currency
- Customer Email
- Customer Phone
- Customer Name
- Customer First Name
- Customer Last Name
- Receipt ID
- Metadata
Action
Write

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 ReviewNudger

ReviewNudger is a US review-request software tool that automatically sends neutral Google review requests by SMS or email after customer payments.

HelpHelp

Related categories

Beta

Customer Support

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

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Related categories

Developer Tools

Zapier