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HeyPros

Connect HeyPros via Zapier to automatically create work orders when estimates are accepted

PaintScout integrates with HeyPros through Zapier to automatically create work orders in HeyPros when estimates are accepted, streamlining subcontractor dispatch.

What is HeyPros?

HeyPros is a subcontractor dispatch and management platform. It simplifies organizing your subcontractor network, sending work orders, and tracking job updates in real-time. Learn more about HeyPros >

What is Zapier?

Zapier is an online automation tool designed to seamlessly connect your favorite apps. With Zapier, you can automate repetitive tasks across multiple apps without the need for coding or direct integrations. Learn more about Zapier >

Why integrate HeyPros with PaintScout?

The Zapier integration creates an automated data feed between PaintScout and HeyPros. This cuts down on duplicate data entry for project managers and streamlines your workflow.

How to connect HeyPros and PaintScout

Zapier uses a system of Triggers and Actions to create automations. For this integration between HeyPros and PaintScout, we will set it up so that when a PaintScout estimate is accepted, it creates a work order in HeyPros.

The Trigger

  1. The Trigger will be when an estimate has been accepted in PaintScout.

  2. We will want to choose the Quote Status Changed trigger and select accepted as the status.

  3. To test the trigger you will pull a relevant record, which will help you build out the next step.

Animated screenshot showing the PaintScout trigger setup in Zapier with Quote Status Changed and Accepted status selected

The Action

  1. The action is the desired outcome that you want to happen. In this case, we are creating a work order in HeyPros.

  2. When logging in to HeyPros you will enter your email and password and be prompted for a third field called a company slug or tenant slug. This can be found by going into your HeyPros account and copying the text found in your URL before .heypros.com. In this case, our tenant slug would be dylanpainting.

    Screenshot showing the HeyPros URL with the tenant slug highlighted before .heypros.com

  3. When configuring the action you will have 3 required fields:

    1. Location/Group: This is pulled from your HeyPros account.

    2. Work Order Title: Use the fields from PaintScout to configure how you would like the work order to be labelled. In this example we chose to label it using the contact - last name + job address.

    3. Work Order Number: Use the Number option from PaintScout, this will ensure the work order in HeyPros keeps the same estimate number from PaintScout.

  4. The rest of the fields are optional, you can leave them blank or populate them using additional values.

Animated screenshot showing the HeyPros work order action configuration in Zapier with required fields for location, title, and number

Once you publish the zap you're all set to streamline your workflow between HeyPros and PaintScout.🤝

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