> For the complete documentation index, see [llms.txt](https://help.paintscout.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.paintscout.com/support/integrations/crm-and-automation/zapier-integration.md).
# 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](https://zapier.com/developer/public-invite/233396/4963f0fa7db5c9c8bcb521653ec9015d/).
***
## 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 >](https://zapier.com/how-it-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 >](https://zapier.com/apps/paintscout/integrations)
***
## How do I connect PaintScout with Zapier?
You need a [Zapier](https://zapier.com) account to get started.
1\. Login to **Zapier.**
2\. Click the **App Connections** section on the left and then **Add Connection.**
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:*
2\. **Configure** your zap trigger.
3\. Don't forget to **test the trigger**.
4\. Once your PaintScout trigger is set up, **select another software** for the action.
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.
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.
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:*
4\. **Configure** your zap using fields from the trigger software.
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](/support/integrations/crm-and-automation/zapier-x-paintscout-crm.md) — Automate contacts, deals, events, and tasks
* [BusyBusy via Zapier](/support/integrations/crm-and-automation/busybusy-integration-via-zapier.md) — Create projects and budgets when estimates are accepted
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