BusyBusy via Zapier

Connect BusyBusy via Zapier to create projects and budgets when estimates are accepted

PaintScout integrates with BusyBusy through Zapier to automatically create projects and budgets when estimates are accepted, eliminating manual data entry between platforms.

What is BusyBusy?

BusyBusy is a mobile time-tracking app for construction and other remote industries. It offers GPS time tracking, job costing, and progress tracking to help you make better business decisions.

Learn more about BusyBusy >

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Why integrate PaintScout and BusyBusy?

Automate project and budget creation in BusyBusy when a PaintScout estimate is accepted. This eliminates duplicate data entry and keeps your focus on your business and customers.

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How do I create a project in BusyBusy when an estimate is accepted?

1. Login to your Zapier account and create a new Zap.

2. For your Trigger Event, select the PaintScout connection, followed by Quote or Estimate Status Changed.

3. Next, under Estimate Status, select Accepted. You can also choose which Estimate Type(s) this zap will apply to.

4. Once your trigger is configured, move onto setting up the action. After selecting BusyBusy, find Search Project (Single) under Action events.

5. Add an action to Create Project in BusyBusy if this project doesn't already exist.

Learn more about setting up this zap here >

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How do I create a budget in BusyBusy when an estimate is accepted?

1. Login to your Zapier account and create a new Zap.

2. For your Trigger event, select the PaintScout connection, followed by Quote or Estimate Status Changed.

3. When configuring your zap, select Accepted as the Estimate Status and then choose the Estimate Type(s) you'd like this zap to apply to.

4. Create your first action event: Delay by Zapier. Select your preferred Time Delayed For value and unit.

5. Next, you'll set up an Action event in BusyBusy. Select Search Project (single).

At this point, you will set up a loop in Zapier to repeat the final 3 actions.

6. When setting up the loop event, select the app Looping by Zapier, followed by Create Loop from Line Items.

7. Configure your zap action according to your preferences, and then continue to set up the next action in BusyBusy - selecting Search Cost Code (Single).

8. Your final step will be to Create Budget in BusyBusy.

Learn more about building this zap here >

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