Microsoft Excel + PaintScout

Add new rows to a Microsoft Excel table when new tags are added to quotes in PaintScout

Elevate efficiency in your administrative tasks when a new tag is added to a quote in PaintScout. This workflow instantly adds a new row in your Microsoft Excel table, keeping your data organized and up-to-date. Experience the ease of seamless data management and focus on delivering top-notch painting service, while your system handles the laborious work.

When this happens...
Quote Tag Added
Triggers when a specific tag has been added to a quote.
TriggerPolling
automatically do this!
Add Row to Table
Adds a new row to the end of a specific table.
ActionWrite

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Supported triggers and actions

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

- Quote View
- Quote Display
Trigger
Polling
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
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- TableRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet NameRequired
- Column Headers
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search or write

- Invoice View
- Invoice Display
Trigger
Polling
Try It
- Invoice StatusRequired
- Invoice View
- Invoice Display
Trigger
Polling
Try It
- Invoice View
- Invoice Display
Trigger
Polling
Try It
- Quote Status
- Quote View
- Quote Display
Trigger
Polling
Try It
- Quote View
- Quote Display
Trigger
Polling
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
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- TableRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- Trigger Column
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- TitleRequired
- Column Headers
- Zap Step Id
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- RowRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet NameRequired
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet NameRequired
- Column Headers
Action
Search or write

About Microsoft Excel

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.

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