Connecteam + PaintScout
Create jobs in Connecteam when quote status changes in PaintScout
When a quote status changes in PaintScout, this workflow kicks off to create a job in Connecteam. Harnessing this automation saves you time by eliminating the need for manual data entry and ensuring jobs are slated for action as soon as a quote is altered. Keep your project management fluid and seamless with this efficient workflow.
When a quote status changes in PaintScout, this workflow kicks off to create a job in Connecteam. Harnessing this automation saves you time by eliminating the need for manual data entry and ensuring jobs are slated for action as soon as a quote is altered. Keep your project management fluid and seamless with this efficient workflow.
- When this happens...
Quote Status ChangedTriggers when a quote's status has changed.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create JobCreates a new job in the app.
ActionWriteCreate a new record or update an existing record in your app.
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Contact Created
Triggers when a contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planInvoice Status
Invoice View
Invoice Display
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planQuote Status
Quote View
Quote Display
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planInvoice 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email
First Name
Last Name
ActionThis is an event a Zap performs.SearchFind existing data in your appQuote Display
Contact Email
Contact First Name
Contact Last Name
Job Identifier
Quote Number
Integration Source ID
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice 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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
User Archived
Triggers when a user is archived
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.User Updated
Triggers when a user field was edited (real-time trigger).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Time ClockRequired
Assigned UserRequired
Timezone
Associated JobRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Scheduler
Time Clock
TitleRequired
Job Code
Description
Address
Users or Groups
Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SchedulerRequired
Shift titleRequired
Color
Shift StartRequired
Shift EndRequired
Timezone
Is this an Open Shift?
Does this shift require admin approval?
Do you want to create the shift as a published shift?
Associated Job
Assigned Users
Location Address
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Assigned user
Time ClockRequired
TimezoneRequired
Start TimeRequired
End TimeRequired
Associated JobRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User IDRequired
Title
TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Conversation (Team/Channel)Required
Sender (publisher)Required
TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Form IDRequired
Form Submission IDRequired
Manager FieldsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SchedulerRequired
Shift IDRequired
Shift Title
Shift Start
Shift End
TimeZone
Is this an Open Shift?
Does this shift require admin approval?
Do you what to create the shift as a published shift?
Associated Job
Assigned Users
Location Address
Notes
Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Form NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appJob Name
Job ID
ActionThis is an event a Zap performs.SearchFind existing data in your appForm IDRequired
User ID
Submission Start Date
Submission End Date
ActionThis is an event a Zap performs.SearchFind existing data in your appTask BoardRequired
Label TitleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
Invoice View
Invoice Display
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planInvoice StatusRequired
Invoice View
Invoice Display
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planInvoice View
Invoice Display
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planQuote Status
Quote View
Quote Display
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planFirst 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice Display
Contact Email
Contact First Name
Contact Last Name
Job Identifier
Invoice Number
Source ID
ActionThis is an event a Zap performs.SearchFind existing data in your appEmail
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundQuote 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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew User
Triggers when a new user is added (real time trigger)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Archive by phone numberRequired
User ID
Phone Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Time ClockRequired
Assigned UserRequired
Timezone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Scheduler
Time Clock
TitleRequired
Code
Description
Color
Address
Qualified Users or Groups
TitleRequired
Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Assigned Task BoardRequired
Assigned Users
TitleRequired
Task Labels
Task StatusRequired
Start TimeRequired
Due DateRequired
Description
Title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last NameRequired
Phone NumberRequired
User TypeRequired
Email Address
Send activation SMSRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Schedule IDRequired
Shift IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Recipient UserRequired
Sender (publisher)Required
TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DateRequired
UserRequired
IndicatorRequired
ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Assigned UserRequired
Policy NameRequired
BalanceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Form NameRequired
Form Submission IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appScheduler IDRequired
Shift StartRequired
Shift EndRequired
Shift ID
Shift Title
Job ID
ActionThis is an event a Zap performs.SearchFind existing data in your appSub-Job Title
Sub-Job ID
ActionThis is an event a Zap performs.SearchFind existing data in your appUser ID
Full Name
Phone Number
Email Address
ActionThis is an event a Zap performs.SearchFind existing data in your app
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