> 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-x-paintscout-crm.md).

# Zapier x PaintScout Operations

PaintScout's Operations-specific Zapier integration automates workflows for contacts, deals, events, and tasks through the **PaintScout Instant** connection. [Accept this invite](https://zapier.com/developer/public-invite/233396/4963f0fa7db5c9c8bcb521653ec9015d/) 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.

<figure><img src="/files/jIpibGM3HsdPaJlaMVyR" alt="Screenshot showing the list of PaintScout Instant trigger events available in Zapier"><figcaption></figcaption></figure>

## 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

**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](https://zapier.com/developer/public-invite/233396/4963f0fa7db5c9c8bcb521653ec9015d/).

***

## 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:*

<figure><img src="/files/De7nfosoz0yiB6XGxp0k" alt="Screenshot showing the Zapier Zaps section with options to create or update a zap"><figcaption></figcaption></figure>

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

<figure><img src="/files/eTAdPfrml41nwzcIGhF0" alt="Screenshot showing the choice between setting PaintScout as a trigger or an action in Zapier"><figcaption></figcaption></figure>

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

<figure><img src="/files/UNVLdFjDXV89bG0yr8us" alt="Screenshot showing the search results for PaintScout Instant in the Zapier app selector"><figcaption></figcaption></figure>

5\. Once selected, you can configure your zap!

<figure><img src="/files/DBi9FCceQrZIS0zTdaTH" alt="Screenshot showing the zap configuration screen after selecting PaintScout Instant"><figcaption></figcaption></figure>

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!

## Related articles

* [Zapier](/support/integrations/crm-and-automation/zapier-integration.md) — Connect PaintScout to thousands of apps
* [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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