Estimate Rocket and Salesflare
How to connect Estimate Rocket
- Via Zapier — 17 operations available. Set it up ↗
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.
- When proposal Status Updated 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 (8)
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 Invoice — Triggers when a new invoice is created.
- New Payment — Triggers when a new payment is created.
- New Project — Triggers when a new project is created.
Show 3 more triggers
- New Proposal — Triggers when there's a new proposal.
- Proposal Status Updated — Triggers when a proposal status is updated.
- Updated Assignment — Triggers when an assignment is updated.
Actions (4)
Things Salesflare can make it do
- Create Client — Creates a new client.
- Create Payment — Creates a new payment.
- Create Project — Creates a new project.
- 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
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