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Zapier x PaintScout Operations

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

PaintScout's Operations-specific Zapier integration automates workflows for contacts, deals, events, and tasks through the PaintScout Instant connection. Accept this invite to start using our new connection!

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.

  • Estimate created: triggers when an estimate is created.

  • Event created: triggers when an event is scheduled in PaintScout.

  • Invoice created: triggers when an invoice is created.

  • Task created: triggers when a task is created in PaintScout.

Screenshot showing the list of PaintScout Instant trigger events available in Zapier

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

  • Create Deal, Contact and/or Company Notes

The Create or Update Estimate action includes a dealId field. Use it to link or unlink an estimate from a deal.

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?

PaintScout Instant delivers faster zaps with less wait time, regardless of whether you have the Operations add-on. All newest zaps are exclusive to this connection.

To upgrade to PaintScout Instant, you will have to update (and/or create) your zaps using this invite link.

How do I set up Operations 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:

Screenshot showing the Zapier Zaps section with options to create or update a zap

3. Choose if you want PaintScout to be the trigger or the action.

Screenshot showing the choice between setting PaintScout as a trigger or an action in Zapier

4. When the dialog box opens, type in "PaintScout Instant". Select the newest version - i.e. the one with the highest number.

Screenshot showing the search results for PaintScout Instant in the Zapier app selector

5. Once selected, you can configure your zap!

Screenshot showing the zap configuration screen after selecting PaintScout Instant

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!

Frequently asked questions

Can I link or unlink a deal from an estimate in Zapier?

Yes. The Create or Update Estimate action includes a dealId field.

  • Add a dealId to link the estimate to that deal.

  • Clear or remove the dealId to unlink the estimate.

  • If the deal is already linked to a different estimate, remove that existing link first.

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