All CRM triggers and actions are now available in our new Zapier integration, PaintScout Instant. Please use the invitation link below to get access.
1. Trigger Events:
Contact created: triggers an action in another app when a contact is created in PaintScout.
Contact tag added or Contact tag removed: triggers when a tag is added or removed from a contact.
Company created: triggers when a company is created in PaintScout.
Deal created: triggers an action when a deal is created.
Deal stage changed: triggers when a deal stage is changed in PaintScout.
Event created: triggers when an event is scheduled in PaintScout.
Task created: triggers when a task is created in PaintScout.
2. Action Events:
Create in PaintScout:
Create or Update Contact
Create or Update Deal
Create or Update Estimate
Create or Update Invoice
Create or Update Event
Create or Update Task
Search in PaintScout:
Find Contact
Find Company
Find Deal
Find Estimate
Find Invoice
Find Event
Find Task
Get Full Estimate
Get Full Invoice
Why Upgrade to PaintScout Instant
Whether or not you have the PaintScout CRM add-on, the PaintScout Instant connection brings you faster, more efficient zaps with less wait time. This is also where you'll find all of our newest zaps.
To upgrade to PaintScout Instant, you will have to update (and/or create) your zaps using this invite link.
Steps to set up your zaps:
1. Log in to your Zapier account.
2. Head over to the Zaps section on the far left. Now, you can either Create a new zap or Update a current zap.
We will create a deal in PaintScout as an example:
3. Choose if you want PaintScout to be the trigger or the action.
4. When the dialog box opens, type in "PaintScout Instant". Select the newest version - i.e. the one with the highest number.
5. Once selected, you can set up your zap as you like!
6. When your zap is set up, test it to make sure the triggers and actions are functioning as desired.
If all goes well, publish and turn on your zap!