PaintScout + Salesforce

Create new PaintScout contacts from updated Salesforce records

Ensure your PaintScout app is always updated with the newest contact details from your Salesforce. This workflow springs into action whenever there's a change in a Salesforce record, instantly creating a new contact in PaintScout. Now, you'll have more time to focus on your tasks, confident that every update in Salesforce is efficiently mirrored in PaintScout.

When this happens...
Updated Field on Record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
TriggerPolling
automatically do this!
Create Contact
Creates a Contact
ActionWrite

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Supported triggers and actions

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History ObjectRequired
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce ObjectsRequired
Trigger
Polling
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- Salesforce ObjectRequired
Trigger
Polling
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- Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
Action
Write
- LeadRequired
- AccountRequired
- Opportunity
- Create new opportunity?
- Converted StatusRequired
Action
Write

- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- Note TitleRequired
- Note ContentRequired
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce ObjectRequired
- Record IDRequired
Action
Write
- Contact to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Record IDRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- Invoice View
- Invoice Display
Trigger
Polling
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- Invoice StatusRequired
- Invoice View
- Invoice Display
Trigger
Polling
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- Invoice View
- Invoice Display
Trigger
Polling
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- Quote Status
- Quote View
- Quote Display
Trigger
Polling
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- 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

New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce ObjectRequired
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce ObjectRequired
Trigger
Polling
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- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- Note TitleRequired
- Note
- Salesforce ObjectRequired
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- ToRequired
- CC
- BCC
- SubjectRequired
- Email FormatRequired
- Sender TypeRequired
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE clauseRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
Contact Created
Triggers when a contact is created.
Trigger
Polling
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- 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

About PaintScout

PaintScout helps estimate & sell painting jobs.

Learn more

Related categories

Proposal & Invoice Management

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PaintScout + Salesforce

Create new PaintScout contacts from updated Salesforce records

New Case Attachment

New Field History Tracking Event

New Lead

New Record

Updated Record

Add File to Record

Convert Lead to Contact

Create Child Records (with line item support)

Create Enhanced Note

Create Lead

Create Record

Delete Record

Update Contact

Update Record

API Request (Beta)

Find Record

Find Records

Get Record Attachments

Find or Create Record by Query

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

New Contact

New or Updated File on Record

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Create Attachment

Create Contact

Create File

Create Note

Create Record (UTC)

Send Email

Update Lead

Update Record (UTC)

Find Child Records

Find Records by Query

Find Record by Query

Find or Create Record

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

About PaintScout

Related categories

About Salesforce

Related categories

Similar apps

Zapier Interfaces