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Zapier

Integrate and automate PaintScout with thousands of software apps via Zapier.

Zapier is an automation platform that connects PaintScout to 8,000+ apps, letting you automate repetitive tasks like syncing contacts, creating invoices, and updating records without coding.

To access the latest PaintScout Instant Zapier connection with faster zaps and full Operations support, accept this invite link.

What is Zapier?

Zapier is an online automation tool that connects two or more apps to automate repetitive tasks without coding or direct integrations.

Learn more about how Zapier works >

Why connect Zapier and PaintScout?

Reduce double-entry and automate administrative tasks by creating automated connections between PaintScout and your other business tools.

With Zapier, your PaintScout account can connect with thousands of cloud apps in a two-way integration. Here are a few popular examples:

  • Sheets: Google Sheets, Zoho Sheets, Smartsheets

  • Sales & CRM: HubSpot, Monday.com, SalesForce, PipeDrive, ZOHO

  • Time tracking & Job costing: BusyBusy, Jibble, Clockshark

  • Projects: Trello, Asana, Basecamp

  • Content & Files: Google Docs, Google Drive, Dropbox

Connect PaintScout to 8,000+ apps >

How do I connect PaintScout with Zapier?

You need a Zapier account to get started.

1. Login to Zapier.

2. Click the App Connections section on the left and then Add Connection.

Screenshot showing the Zapier App Connections page with the Add Connection button

3. Search for PaintScout Instant or PaintScout. Make sure to select the newest version - i.e. the one with the highest number.

  • For users with the PaintScout connection, we'd recommend upgrading to PaintScout Instant so you can enjoy much faster zaps with minimal wait time! You'll also find our newest zaps on this Instant connection.

  • If you have the PaintScout Operations add-on, there are a number of Operations zaps for you to explore! With these zaps, you can:

    • Create deals in PaintScout automatically from lead forms.

    • Receive updates as soon as contact or company details change, so you can stay connected and informed.

    • Send emails to your customers when an event is created in PaintScout.

    • Stay on top of all tasks so your team never misses a beat.

4. You'll then need to log in to your PaintScout account.

What are triggers and actions?

Zapier uses two building blocks to create automations:

  • Trigger: An event that begins your zap. Something happens in PaintScout that triggers an action in another app.

  • Action: An event that happens after a trigger, completing the zap. Something happens in another app that triggers an action in PaintScout.

What is an API key?

An API key is a unique identifier that lets different apps access your account securely without sharing your password.

How do I use PaintScout as the trigger?

Select from the following trigger events:

1. Select your Trigger Event from PaintScout:

  • Contact Created: triggers when a contact is created

  • Quote Status Changed: triggers when a quote status has changed

  • Invoice Status Changed: triggers when an invoice status has changed

  • Invoice Additional Work Accepted: triggers when additional work is accepted on an invoice

  • Quote Additional Work Accepted: triggers when additional work is accepted on a quote

  • Invoice Sent: triggers when an invoice has been sent, or re-sent

  • Quote Sent: triggers when a quote has been sent, or re-sent

We will use when Quote Status Changed as an example:

Screenshot showing Quote Status Changed selected as the trigger event in Zapier

2. Configure your zap trigger.

Screenshot showing the trigger configuration options in Zapier

3. Don't forget to test the trigger.

Screenshot showing the test trigger step in Zapier to verify the connection works

4. Once your PaintScout trigger is set up, select another software for the action.

Screenshot showing the action app selection step after configuring the PaintScout trigger

5. Configure the action you want to see in the other software.

  • There are several data fields you can use to populate action events, depending on if those fields require PaintScout data or a value from your selected software.

Screenshot showing the action configuration with PaintScout data fields mapped to the other app

6. Once satisfied with your setup, test the zap to make sure the connection is functioning as it should.

If the test is successful, you can publish and turn on your zap!

How do I use PaintScout as the action?

Start by selecting your trigger software, then configure PaintScout as the action.

1. Choose your preferred Trigger app and set up the trigger accordingly.

  • Depending on which app you select, you will have an option to Configure your zap.

Screenshot showing the trigger app selection and configuration when PaintScout is used as the action

2. Don't forget to test the trigger.

3. Select PaintScout’s Action event. You’ll have two category options - create and search.

Create:

  • Create Quote

  • Create Contact

  • Create Invoice

  • Update Contact

  • Update Quote

Search:

  • Find Quote - finds a quote in PaintScout, or creates one if none are found

  • Find Contact - finds a contact in PaintScout, or creates one if none are found

  • Find Invoice - finds an invoice in PaintScout, or creates one if none are found

We will use "Create Contact" as an example:

Screenshot showing Create Contact selected as the PaintScout action event in Zapier

4. Configure your zap using fields from the trigger software.

Screenshot showing the Create Contact action fields being configured with data from the trigger app

5. Once your zap is ready to go, be sure to test the step to make sure the connection is functioning the way it should.

If all goes well, publish and turn on your zap!

Related articles

Zapier x PaintScout Operations

Use Zapier with PaintScout Operations for automated triggers and actions with contacts, deals, events, and tasks

BusyBusy via Zapier

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