What is HeyPros?
HeyPros is your go-to solution for subcontractor dispatch and management. It simplifies the process of organizing your subcontractor network, sending out work orders efficiently, and keeping track of job updates in real-time. +Learn more about HeyPros here.
What is Zapier?
Zapier is an online automation tool designed to seamlessly connect your favorite apps. With Zapier, you can automate repetitive tasks across multiple apps without the need for coding or direct integrations. +Learn more about Zapier here.
Why integrate HeyPros with PaintScout?
Now, with Zapier, you can seamlessly set up an automated data feed between the two platforms! This integration streamlines your workflow by cutting down on duplicate data entry for project managers, making life a whole lot easier. 😌
How to connect HeyPros and PaintScout
Zapier uses a system of Triggers and Actions to create automations. For this integration between HeyPros and PaintScout, we will set it up so that when a PaintScout estimate is accepted, it creates a work order in HeyPros.
The Trigger
The Trigger will be when an estimate has been accepted in PaintScout.
We will want to choose the Quote Status Changed trigger and select accepted as the status.
To test the trigger you will pull a relevant record, which will help you build out the next step.
The Action
The action is the desired outcome that you want to happen. In this case, we are creating a work order in HeyPros.
When logging in to HeyPros you will enter your email and password and be prompted for a third field called a company slug or tenant slug. This can be found by going into your HeyPros account and copying the text found in your URL before .heypros.com. In this case, our tenant slug would be dylanpainting.
When configuring the action you will have 3 required fields:
Location/Group: This is pulled from your HeyPros account.
Work Order Title: Use the fields from PaintScout to configure how you would like the work order to be labelled. In this example we chose to label it using the contact - last name + job address.
Work Order Number: Use the Number option from PaintScout, this will ensure the work order in HeyPros keeps the same estimate number from PaintScout.
The rest of the fields are optional, you can leave them blank or populate them using additional values.
Once you publish the zap you're all set to streamline your workflow between HeyPros and PaintScout.🤝
Questions? Reach out to our team at support@paintscout.com