What you can automate

When new Assignment in Estimate Rocket, create task in Salesflare.

When new Client in Estimate Rocket, find or create account, then find or create contact, then add contact to account in Salesflare.

When new Invoice in Estimate Rocket, create opportunity, then find or create contact in Salesflare.

When new Payment in Estimate Rocket, create opportunity, then find or create contact in Salesflare.

When new Proposal in Estimate Rocket, create opportunity in Salesflare.

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.

Estimate Rocket operations on Zapier

Triggers (13)

Start a workflow when this happens

New Assignment — Triggers when a new assignment is created.
New Client — Triggers when a new client is created.
New Expense — Triggers when a new expense is created
New Invoice — Triggers when a new invoice is created.
New Payment — Triggers when a new payment is created.

Show 8 more triggers

New Project — Triggers when a new project is created.
New Proposal — Triggers when there's a new proposal.
New Time Entry — Trigger when a new time entry is created.
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.
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.
New Time Entry Export — Export time card reports generated in Estimate Rocket
Proposal Status Updated — Triggers when a proposal status is updated.
Updated Assignment — Triggers when an assignment is updated.

Actions (6)

Things Salesflare can make it do

Create Client — Creates a new client.
Create Expense — Add a material or labor expense to an existing Estimate Rocket project.
Create Invoice — Add an Invoice to an existing Estimate Rocket project.
Create Payment — Creates a new payment.
Create Project — Creates a new project.

Show 1 more actions

Find or Create Client — Find or Create Client

Searches (5)

Look up existing records

Find Client — Finds an existing client.
Find Invoice — Finds an existing invoice.
Find Project — Finds an existing project via project number or project name
Find Projects — Finds list of projects from search query
Find Proposal — Search proposal by id or project id

Estimate Rocket and Salesflare

How to connect Estimate Rocket