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Automate your business with a Zap!

Posted By Estimate Rocket, Monday, March 6, 2017


We’re always looking for ways to make life easier. Apps like Wunderlist and Todoist help us keep track of our to-dos; metered parking apps help us reserve a parking spot in advance; flight trackers help us keep tabs on our travel plans, and password managers like LastPass keep us secure by allowing us to have a different password for every site we visit.


The problem with using so many different apps is that it can be tedious to move information from one app to another. What if apps could send information back and forth, simplifying our lives even more? APIs make it possible to do just that.


APIs have opened up a world of possibilities for our favorite apps to communicate with each other, which is why we developed one at Estimate Rocket. Generally, you need to be a developer to use an API, but a service called Zapier makes it easy for anyone to get into automation.


Using Zapier, we can link our favorite apps and automate our most time-consuming tasks. Here are just a few possibilities:

Customer Booking

How many times have you had to go back and forth with a customer just to schedule an appointment? Make scheduling quick and easy by using a service like YouCanBook.Me or Calendly on your website. Just set your availability and let your customer do the rest.


Once a customer has booked an appointment using one of these services, you can use a Zap to enter that information directly into an app like Estimate Rocket.


Check out some other Zaps for YouCanBook.Me and Calendly.

Maintaining Schedules

With a schedule full of customer appointments, reminders, and personal events, staying organized and juggling calendars can seem like an impossible task.

Rather than looking for your appointments in multiple places, just subscribe to all your calendars in one place, like Google Calendar or iCal. Here’s how to do that with Estimate Rocket.


Here are a few recommended Zaps for Google Calendar.


Accounting

Keeping your finances in order can be overwhelming, and things get even more complicated when you’re dealing with invoicing.


We make invoice and payment information available in our API, so it’s easy to send your invoices and payments to an accounting service like QuickBooks Online or Xero. If you receive a payment in your accounting program, it’s also possible to automatically send that payment information back to Estimate Rocket and complete the job!


Make your life even easier with these other Zaps for QuickBooks Online and Xero.

Marketing

Marketing is important to grow your business, but with everything else competing for your attention, it can be hard to find the time to stay on top of it.


Using an online marketing service like MailChimp, Hubspot, or Infusionsoft helps automate your marketing and makes it easy to send out email blasts to all your customers. Set up a few marketing campaigns in the marketing platform of your choice and set up a Zap to automatically add clients to your marketing campaigns as they’re added to a system like Estimate Rocket,


Take a look at these other Zaps for MailChimp, HubSpot, and Infusionsoft.

Team Communication

We’ve talked before about how team communication is important. If your communication is lacking, fortunately there are some easy ways to get everyone on the same page.


Chat apps like Slack and Campfire allow you to have everything in one place. Talk instantly with your team, share files, and save transcripts so no information is lost. To help you stay even more organized, set up Zaps to send your emails, calendar events, and social media notifications to Slack or Campfire so you track all your important information in one place!


Automate some more with these Zaps for Campfire and Slack.


Zapier’s Zapbook lets you search over 750 apps, filter by app type, and shows you recommended Zaps for each app. See if the apps you use are available on Zapier and start setting up Zaps to save you time and automate your business!


If you’d like to set up any of these Zaps for your own Estimate Rocket account, email us at support@estimaterocket.com. If you use any integrations that we didn’t mention, let us know about them in the comments, Facebook, Twitter, or LinkedIn!



Kayla Suhm
Logical Engine, Estimate Rocket
February 15, 2017


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