PaintScout + Pipedrive
"update Pipedrive deals when new quotes are sent in PaintScout"
When a quote is sent via PaintScout, update your deals swiftly in Pipedrive with this efficient automation. This workflow provides exceptional value by saving time and eliminating manual data entry, allowing you to focus more on closing deals and less on administrative tasks. Boost your productivity and streamline your sales process by automatically reflecting changes from PaintScout in Pipedrive.
When a quote is sent via PaintScout, update your deals swiftly in Pipedrive with this efficient automation. This workflow provides exceptional value by saving time and eliminating manual data entry, allowing you to focus more on closing deals and less on administrative tasks. Boost your productivity and streamline your sales process by automatically reflecting changes from PaintScout in Pipedrive.
- When this happens...
Quote SentTriggers when a quote has been sent, or re-sent.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Update DealUpdates an existing deal.
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 ZapScheduledZapier checks for new data every 15 min on the Free planInvoice Status
Invoice View
Invoice Display
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planQuote Status
Quote View
Quote Display
Try ItTriggerThis is the start of your ZapScheduledZapier 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
New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when a Lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Organization
Triggers when an existing organization is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planPersonRequired
LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Organization
Assign To
Person
Deal
Lead
Is done?
Type
Use combined date and time field?
Duration
Free/Busy
Note
Public Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File NameRequired
Deal
Person
Organization
Product
Activity ID
Note ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Person
Organization
Owner
Note
Pin Note to Lead?
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Owner
Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Code
Unit
Tax percentage
Is active?
Owner
Currency
Price
Cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Title
Status
Stage
Owner
Organization
Person
Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Owner
Name
Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appPerson
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Product(s)
Finds a product or products by name, ID, or product code (with line item support).
ActionThis is an event a Zap performs.SearchFind existing data in your appSubjectRequired
Search Type
Assign To
Type
Filter
Is done?
Organization
Person
Deal
Lead
Use combined date and time field?
Duration
Free/Busy
Note
Public Description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundField to Search By
Term to search forRequired
Search for an Exact Match?
TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
NameRequired
Owner
Address
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch termRequired
NameRequired
Code
Unit
Tax percentage
Is active?
Owner
Currency
Price
Cost
Overhead Cost
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
Invoice View
Invoice Display
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planInvoice StatusRequired
Invoice View
Invoice Display
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planInvoice View
Invoice Display
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planQuote Status
Quote View
Quote Display
Try ItTriggerThis is the start of your ZapScheduledZapier 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 Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFilter By
Field to Watch for Changes On
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DealRequired
ProductRequired
PriceRequired
QuantityRequired
Discount
Discount Type
Comments
Is enabled?
Tax Method
Tax Percentage
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FollowerRequired
What to add follower to?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
Deal
Pin note on specified deal?
Person
Pin note on specified person?
Organization
Pin note on specified organization?
Lead
Pin note on specified lead?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ActivityRequired
Subject
Organization
Assign To
Person
Deal
Lead
Is Done?
Type
Use combined date and time field?
Duration
Free/Busy
Note
Public Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Title
Owner
Organization
Person
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Name
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Search Type
Assigned To
Type
Filter
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search By
Term to search forRequired
Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appNote IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch termRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
TitleRequired
Person
Organization
Owner
Note
Pin Note to Lead?
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
NameRequired
Owner
Organization
Email
Phone
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
Related categories
