1.Catch updated spreadsheet row
Integrate Google Sheets and spreadsheet workflows to extract request details to route estimate requests.
Create estimate quote and job project from sheet
Automatically monitor new or updated spreadsheet rows across Google Sheets, Zapier Filter, PaintScout, and CompanyCam. Create and update when in-person estimate requested, confirmation flag left blank, or sheet row updatesβso you can create contacts, generate quotes, and create job projects without manual quoting.
How this automation accelerates estimate-to-project delivery
When in-person estimate requests arrive in a sheet, delays can slow scheduling and stall job handoffs. This automation catches updated rows, filters qualifying requests, and creates contacts, quotes, and job projectsβso your team can move from estimate to project faster.
Google Sheetsor swap with your favorite app
2.Filter for qualifying estimate rows
Integrate Filter by Zapier and conditional logic to continue only when confirmation is empty and an in-person estimate is requested.
Filter by Zapieror swap with your favorite app
3.Find or create contact
Integrate PaintScout and customer matching tools to find by email and map fields to create the contact when missing.
PaintScoutor swap with your favorite app
4.Create quote from request
Integrate PaintScout and estimate templates to create the quote with the request address and quote date from the sheet.
5.Create project in CompanyCam
Integrate CompanyCam and address mapping to create a job project and attach the estimating system external id.
CompanyCamor swap with your favorite app
6.Update sheet with project link
Integrate Google Sheets and reporting workflows to write the project link and quote reference back to the original row.
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Speed up quote delivery with automated quote intake, approval routing, and CRM updates
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Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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