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Estimate Rocket Integrations

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.

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  • 9,000+ apps, 450+ AI tools
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Integrate QuickBooks Online with Estimate RocketIntegrate QuickBooks Online with Estimate Rocket
QuickBooks Online
Accounting
Integrate SendJim with Estimate RocketIntegrate SendJim with Estimate Rocket
SendJim
Marketing
Integrate ClockShark with Estimate RocketIntegrate ClockShark with Estimate Rocket
ClockShark
Time Tracking Software
Integrate WhatConverts with Estimate RocketIntegrate WhatConverts with Estimate Rocket
WhatConverts
CRM (Customer Relationship Management)
Integrate Setmore Appointments with Estimate RocketIntegrate Setmore Appointments with Estimate Rocket
Setmore Appointments
Scheduling & Booking
Integrate Less Annoying CRM with Estimate RocketIntegrate Less Annoying CRM with Estimate Rocket
Less Annoying CRM
CRM (Customer Relationship Management)
Integrate Plaud with Estimate RocketIntegrate Plaud with Estimate Rocket
Plaud
AI Assistants
Integrate Klaviyo with Estimate RocketIntegrate Klaviyo with Estimate Rocket
Klaviyo
Marketing Automation
Integrate Facebook Conversions (for Business admins) with Estimate RocketIntegrate Facebook Conversions (for Business admins) with Estimate Rocket
Facebook Conversions (for Business admins)
Ads & Conversion
Integrate QuickBooks Online with Estimate RocketIntegrate QuickBooks Online with Estimate Rocket
QuickBooks Online
Accounting
Integrate SendJim with Estimate RocketIntegrate SendJim with Estimate Rocket
SendJim
Marketing
Integrate ClockShark with Estimate RocketIntegrate ClockShark with Estimate Rocket
ClockShark
Time Tracking Software
Integrate WhatConverts with Estimate RocketIntegrate WhatConverts with Estimate Rocket
WhatConverts
CRM (Customer Relationship Management)
Integrate Setmore Appointments with Estimate RocketIntegrate Setmore Appointments with Estimate Rocket
Setmore Appointments
Scheduling & Booking
Integrate Less Annoying CRM with Estimate RocketIntegrate Less Annoying CRM with Estimate Rocket
Less Annoying CRM
CRM (Customer Relationship Management)
Integrate QuickBooks Online with Estimate RocketIntegrate QuickBooks Online with Estimate Rocket
QuickBooks Online
Accounting
Integrate SendJim with Estimate RocketIntegrate SendJim with Estimate Rocket
SendJim
Marketing
Integrate ClockShark with Estimate RocketIntegrate ClockShark with Estimate Rocket
ClockShark
Time Tracking Software
Integrate WhatConverts with Estimate RocketIntegrate WhatConverts with Estimate Rocket
WhatConverts
CRM (Customer Relationship Management)
Integrate Setmore Appointments with Estimate RocketIntegrate Setmore Appointments with Estimate Rocket
Setmore Appointments
Scheduling & Booking
Integrate Less Annoying CRM with Estimate RocketIntegrate Less Annoying CRM with Estimate Rocket
Less Annoying CRM
CRM (Customer Relationship Management)
Integrate Plaud with Estimate RocketIntegrate Plaud with Estimate Rocket
Plaud
AI Assistants
Integrate Klaviyo with Estimate RocketIntegrate Klaviyo with Estimate Rocket
Klaviyo
Marketing Automation
Integrate Facebook Conversions (for Business admins) with Estimate RocketIntegrate Facebook Conversions (for Business admins) with Estimate Rocket
Facebook Conversions (for Business admins)
Ads & Conversion

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Launch your first automated workflow

  • Create QuickBooks Online invoices from new Estimate Rocket invoices

    Premium
    Details
    • Estimate Rocket logo
    • QuickBooks Online logo
    Estimate Rocket + QuickBooks Online
  • Record QuickBooks Online payments from new Estimate Rocket payments

    Premium
    Details
    • Estimate Rocket logo
    • QuickBooks Online logo
    Estimate Rocket + QuickBooks Online
  • Create QuickBooks Online customers from new Estimate Rocket clients

    Premium
    Details
    • Estimate Rocket logo
    • QuickBooks Online logo
    Estimate Rocket + QuickBooks Online
  • Create or update HubSpot contacts from new Estimate Rocket clients

    • Estimate Rocket logo
    • HubSpot logo
    Estimate Rocket + HubSpot
  • Find or create Pipedrive deals from new Estimate Rocket proposals

    • Estimate Rocket logo
    • Pipedrive logo
    Estimate Rocket + Pipedrive
  • Add rows to Smartsheet every time new proposals are created in Estimate Rocket

    • Estimate Rocket logo
    • Smartsheet logo
    Estimate Rocket + Smartsheet
  • Create QuickBooks Online invoices from new Estimate Rocket invoices

    Premium
    Details
    • Estimate Rocket logo
    • QuickBooks Online logo
    Estimate Rocket + QuickBooks Online
  • Record QuickBooks Online payments from new Estimate Rocket payments

    Premium
    Details
    • Estimate Rocket logo
    • QuickBooks Online logo
    Estimate Rocket + QuickBooks Online
  • Create QuickBooks Online customers from new Estimate Rocket clients

    Premium
    Details
    • Estimate Rocket logo
    • QuickBooks Online logo
    Estimate Rocket + QuickBooks Online
  • Create or update HubSpot contacts from new Estimate Rocket clients

    • Estimate Rocket logo
    • HubSpot logo
    Estimate Rocket + HubSpot
  • Find or create Pipedrive deals from new Estimate Rocket proposals

    • Estimate Rocket logo
    • Pipedrive logo
    Estimate Rocket + Pipedrive
  • Add rows to Smartsheet every time new proposals are created in Estimate Rocket

    • Estimate Rocket logo
    • Smartsheet logo
    Estimate Rocket + Smartsheet
  • Create new projects in Estimate Rocket from new clients for efficient management

    • Estimate Rocket logo
    Estimate Rocket
  • Create spreadsheet rows in Google Sheets for new invoices in Estimate Rocket

    • Estimate Rocket logo
    • Google Sheets logo
    Estimate Rocket + Google Sheets
  • Add new payments in Estimate Rocket to QuickBooks Online

    Premium
    Details
    • Estimate Rocket logo
    • QuickBooks Online logo
    Estimate Rocket + QuickBooks Online
  • Find or create customers in QuickBooks Online from new clients in Estimate Rocket

    Premium
    Details
    • Estimate Rocket logo
    • QuickBooks Online logo
    Estimate Rocket + QuickBooks Online
  • Add new Estimate Rocket invoices to QuickBooks Online

    Premium
    Details
    • Estimate Rocket logo
    • QuickBooks Online logo
    Estimate Rocket + QuickBooks Online
  • Add new QuickBooks Online payments to Estimate Rocket

    Premium
    Details
    • QuickBooks Online logo
    • Estimate Rocket logo
    QuickBooks Online + Estimate Rocket
    • Create new projects in Estimate Rocket from new clients for efficient management

      • Estimate Rocket logo
      Estimate Rocket
    • Create spreadsheet rows in Google Sheets for new invoices in Estimate Rocket

      • Estimate Rocket logo
      • Google Sheets logo
      Estimate Rocket + Google Sheets
    • Add new payments in Estimate Rocket to QuickBooks Online

      Premium
      Details
      • Estimate Rocket logo
      • QuickBooks Online logo
      Estimate Rocket + QuickBooks Online
    • Find or create customers in QuickBooks Online from new clients in Estimate Rocket

      Premium
      Details
      • Estimate Rocket logo
      • QuickBooks Online logo
      Estimate Rocket + QuickBooks Online
    • Add new Estimate Rocket invoices to QuickBooks Online

      Premium
      Details
      • Estimate Rocket logo
      • QuickBooks Online logo
      Estimate Rocket + QuickBooks Online
    • Add new QuickBooks Online payments to Estimate Rocket

      Premium
      Details
      • QuickBooks Online logo
      • Estimate Rocket logo
      QuickBooks Online + Estimate Rocket

    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.

    • Estimate Rocket triggers, actions, and search
      New Assignment

      Triggers when a new assignment is created.

      Trigger
      Instant
      Try It
    • Estimate Rocket triggers, actions, and search
      Proposal Status Updated

      Triggers when a proposal status is updated.

      Trigger
      Instant
      Try It

    For builders

    Let your AI safely access Estimate Rocket

    Go beyond Zap workflows. Install Zapier in your AI to call Estimate Rocket actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

    No code

    Call actions in natural language with Zapier MCP

    Act in Estimate Rocket from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

    Example actions on this page

    • Create Client
    • Create Payment

    Works with

    Claude · ChatGPT · Cursor · Any MCP-compatible AI

    Install Zapier MCP
    Code

    Work in code with the Zapier SDK

    Expose Estimate Rocket actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

    Install

    npm install @zapier/zapier-sdk
    npm install -D @zapier/zapier-sdk-cli
    zapier-sdk login
    # create a Estimate Rocket connection @ https://zapier.com/ja/app/assets/connections

    Run an action

    // Typescript
    import { createZapierSdk } from "@zapier/zapier-sdk";
    
    const zapier = createZapierSdk();
    
    const { data: connection } = await zapier.findFirstConnection({ app: "converted-da-56088", owner: "me" });
    
    await zapier.runAction({
      app: 'converted-da-56088',
      action: 'create_client',
      connection: connection.id,
      input: {
        {inputKeyValuePairs}
      },
    });
    Open the SDK docs

    Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

    Estimate Rocket Help & Support

    Common questions

    converted-da-56088 logo
    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

    Popular Estimate Rocket Integrations

    • QuickBooks Online
    • Filter by Zapier
    • Code by Zapier
    • SendJim
    • ClockShark