Automations in PaintScout help you streamline your workflow by automatically moving deals through your pipeline when an estimate or invoice status changes—like when an estimate gets accepted or an invoice is marked as paid.
How to Create an Automation
Click the person icon in the top right and choose Account Settings
Go to the Automations section
Click the +New Automation button
Select your trigger and action criteria.
Once saved, your automation will be enabled and you can rename it if you would like.
⚠️ Troubleshooting
Deleting a deal stage used in an automation will break it.
If an automation points to a stage that no longer exists, it won't run—and you'll need to update or remove it.
If a deal isn't moving:
Make sure the automation is still active
Double-check that the estimate or invoice status actually changed
Confirm the destination stage still exists