Builder Prime + PaintScout

Create new client records in Builder Prime when new contacts are created in PaintScout

Automate your workflow and save time by efficiently bridging PaintScout and Builder Prime. With this setup, every time a contact is created in PaintScout, a corresponding client record is also established in Builder Prime. This seamless process eliminates the need for manual data handling, allowing you to focus on building strong client relationships and growing your business.

When this happens...
Contact Created
Triggers when a contact is created.
TriggerScheduled
automatically do this!
Create Client Record
Creates a new client record.
ActionWrite

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Supported triggers and actions

Contact Created
Triggers when a contact is created.
Trigger
Scheduled
Try It
- Invoice Status
- Invoice View
- Invoice Display
Trigger
Scheduled
Try It
- Quote View
- Quote Display
Trigger
Scheduled
Try It
- Quote View
- Quote Display
Trigger
Scheduled
Try It
- Quote Status
- Quote View
- Quote Display
Trigger
Scheduled
Try It

- Quote View
- Quote Display
Trigger
Scheduled
Try It
- Invoice Date
- Contact First Name
- Contact Last Name
- Contact Email
- Contact Alternate Email
- Contact Address
- Contact Phone Number
- Contact Alternate Phone Number
- Contact City
- Contact State
- Contact Zip Code
- Contact Integration Source - Name
- Contact Integration Source - ID
- Contact Lead Source
- Contact Company
- Job Identifier
- Job Address - Zip Code
- Job Address
- Job Address - City
- Job Address - State
- Estimator Notes
- Client Note
- Crew Note
- Invoice Integration Source - Name
- Invoice Integration Source - ID
Action
Write

- First Name
- Last Name
- Email
- Alternate Email
- Address
- Phone Number
- Alternate Phone Number
- City
- State
- Zip Code
- Internal Note
- Integration Source
- Contact Integration - ID
- Contact Source
- Company
Action
Write
- Email
- First Name
- Last Name
Action
Search
- Quote Display
- Contact Email
- Contact First Name
- Contact Last Name
- Job Identifier
- Quote Number
- Integration Source ID
Action
Search
- Invoice Display
- Contact Email
- Contact First Name
- Contact Last Name
- Job Identifier
- Invoice Number
- Invoice Integration Source - ID
- Invoice Date
- Contact Alternate Email
- Contact Address
- Contact Phone Number
- Contact Alternate Phone Number
- Contact City
- Contact State
- Contact Zip Code
- Contact Integration Source - Name
- Contact Integration Source - ID
- Contact Lead Source
- Contact Company
- Job Address - Zip Code
- Job Address
- Job Address - City
- Job Address - State
- Estimator Notes
- Client Note
- Crew Note
- Invoice Integration Source - Name
Action
Search or write
- First Name
- Last Name
- Email Address
- Company Name
- Lead StatusRequired
- Lead Source
- Interested In
- Class
- Mobile Phone
- Home Phone
- Work Phone
- Address Line 1
- Address Line 2
- City
- State
- Zip / Postal Code
- Best Time to Contact
- Preferred Contact Method
- External System Identifier
- Building Type
- Notes
Action
Write

- Invoice View
- Invoice Display
Trigger
Scheduled
Try It
- Invoice StatusRequired
- Invoice View
- Invoice Display
Trigger
Scheduled
Try It
- Invoice View
- Invoice Display
Trigger
Scheduled
Try It
- Quote Status
- Quote View
- Quote Display
Trigger
Scheduled
Try It
- Quote View
- Quote Display
Trigger
Scheduled
Try It
- First Name
- Last Name
- Email
- Alternate Email
- Address
- Phone Number
- Alternate Phone Number
- City
- State
- Zip Code
- Internal Note
- Integration Source
- Contact Integration - ID
- Contact Source
- Company
Action
Write
- Quote Date
- Contact First Name
- Contact Last Name
- Contact Email
- Contact Alternate Email
- Contact Address
- Contact Phone Number
- Contact Alternate Phone Number
- Contact City
- Contact State
- Contact Zip Code
- Contact Integration Source - Name
- Contact Integration - ID
- Contact Source
- Contact Company
- Job Identifier
- Job Address - Zip Code
- Job Address
- Job Address - City
- Job Address - State
- Estimator Notes
- Client Note
- Crew Note
- Source - Name
- Source - ID
Action
Write
- Contact First Name
- Contact Last Name
- Contact Email
- Contact Alternate Email
- Contact Address
- Contact Phone Number
- Contact Alternate Phone Number
- Contact City
- Contact State
- Contact Zip Code
- Contact Integration Source - Name
- Contact Integration Source - ID
- Contact Source
- Contact Company
- Job Identifier
- Job Address - Zip Code
- Job Address
- Job Address - City
- Job Address - State
- Estimator Notes
- Client Note
- Crew Note
- Quote Integration Source - Name
- Quote Integration Source - ID
Action
Write
- Invoice Display
- Contact Email
- Contact First Name
- Contact Last Name
- Job Identifier
- Invoice Number
- Source ID
Action
Search
- Email
- First Name
- Last Name
- Alternate Email
- Address
- Phone Number
- Alternate Phone Number
- City
- State
- Zip Code
- Internal Note
- Integration Source
- Contact Integration - ID
- Contact Source
- Company
Action
Search or write
- Quote Display
- Contact Email
- Contact First Name
- Contact Last Name
- Job Identifier
- Quote Number
- Source - ID
- Quote Date
- Contact Alternate Email
- Contact Address
- Contact Phone Number
- Contact Alternate Phone Number
- Contact City
- Contact State
- Contact Zip Code
- Contact Integration Source - Name
- Contact Integration - ID
- Contact Source
- Contact Company
- Job Address - Zip Code
- Job Address
- Job Address - City
- Job Address - State
- Estimator Notes
- Client Note
- Crew Note
- Source - Name
Action
Search or write

Builder Prime + PaintScout

Create new client records in Builder Prime when new contacts are created in PaintScout

Supported triggers and actions

Contact Created

Invoice Sent

Invoice Tag Added

Quote Additional Work Accepted

Quote Status Changed

Quote Tag Removed

Create Invoice

Update Contact

Find Contact

Find Quote

Find or Create invoice

Create Client Record

Invoice Additional Work Accepted

Invoice Status Changed

Invoice Tag Removed

Quote Sent

Quote Tag Added

Create Contact

Create Quote

Update Quote

Find Invoice

Find or Create Contact

Find or Create Quote