--- title: "Connect PaintScout to Dynamics 365 - APIANT.ai" description: "When \"Contact Created\" fires in PaintScout, your agent runs \"Dynamicscrm Create Contact\" in Dynamics 365." canonical: "https://apiant.ai/connect/paintscout-to-dynamics-365" --- # Connect PaintScout to Dynamics 365 When **Contact Created** fires in [PaintScout](https://apiant.ai/connections/paintscout), your agent runs **Dynamicscrm Create Contact** in [Dynamics 365](https://apiant.ai/connections/dynamics-365). Describe the whole flow and it is built, tested on every scenario and kept running. PaintScout **5** triggers PaintScout **19** actions Dynamics 365 **16** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want PaintScout and Dynamics 365 to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What PaintScout can start in Dynamics 365 - When **Contact Created** in PaintScout then **Dynamicscrm Create Contact** in Dynamics 365 - When **Invoice Status Changed** in PaintScout then **Dynamicscrm Create Invoice** in Dynamics 365 Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with PaintScout and Dynamics 365 ## Triggers and actions 5 triggers · 35 actions - Trigger **Contact Created** Triggers when a new contact is created in PaintScout. - Trigger **Invoice Sent** Triggers when an invoice is sent to a customer, including when an invoice is re-sent. - Trigger **Invoice Status Changed** Triggers when an invoice's status changes, delivering the invoice with its new status. - Trigger **Quote Status Changed** Triggers when a quote's status changes, for example when it is sent, accepted or declined. - Trigger **Quote Tag Added** Triggers when a tag is added to a quote, optionally only for one specific tag. - Action **Add company** Creates a new company in PaintScout with its name, contact details, address, lead source, owner and tags. - Action **Add deal** Creates a new deal in PaintScout, with its contact, job address, pipeline stage and value. - Action **Add note** Adds a note to a PaintScout contact, deal or company and returns the new note. - Action **Add task** Creates a task in PaintScout, optionally linked to a deal and assigned to a user. - Action **Create Contact** Creates a new contact in PaintScout with names, email, phone numbers, address, lead source, owner, note and tags. - Action **Create Quote** Creates a new quote in PaintScout for a contact, with its job address, notes, pricing adjustments and tags. - Action **Find companies** Returns the companies that match a search filter, such as a name, email or city. - Action **Find Contact** Returns up to 100 contacts that match the search you specify, such as an email address, name or company. - Action **Find deals** Returns the deals that match a search filter, such as a deal name, pipeline, stage or lead source. - Action **Find Invoice** Returns the invoices that match a search, such as a status, invoice number, contact name or date range. - Action **Find Quote** Returns the quotes that match a search filter, such as a quote number, status or contact name. - Action **Get contact** Returns a single PaintScout contact by its ID, including name, company, email, phone, address, lead source, owner and tags. - Action **Get deal** Returns a single PaintScout deal by its ID, including its contact, job address, pipeline stage, value, tags, linked quotes and invoices, and job costing. - Action **Get invoice** Returns a single PaintScout invoice with its contact, line items, payments, taxes, discounts and totals. Can optionally return the work-order view, which includes per-item material costs. - Action **Get quote** Returns a single PaintScout quote by its ID, including contact, job address, totals, tax, discount, payments, tags and customer-view links. - Action **Update company** Updates an existing PaintScout company's name, contact details, address, lead source, owner or tags. Fields left blank are not changed. - Action **Update Contact** Updates an existing PaintScout contact's name, contact details, address, lead source, owner, note and tags. Fields left blank keep their current values. - Action **Update deal** Updates an existing deal in PaintScout — its name, contact, job address, pipeline and stage, lead source, owner, tags and job costing. Fields left blank are not changed. - Action **Update task** Updates an existing task in PaintScout, such as its title, owner, notes, start time or completion status. - Action **Dynamics365 Get All Invoices Action** Get all invoices action - Action **Dynamicscrm Create Account** Creates a new account entity record in dynamics crm using the web api. - Action **Dynamicscrm Create Case** Creates a new case (incident) entity record in dynamics crm using the web api. - Action **Dynamicscrm Create Contact** Creates a new contact entity record in dynamics crm using the web api. - Action **Dynamicscrm Create Invoice** Creates a new invoice entity record in dynamics crm using the web api. - Action **Dynamicscrm Create Lead** Creates a new lead entity record in dynamics crm using the web api. - Action **Dynamicscrm Create Opportunity** Creates a new opportunity entity record in dynamics crm using the web api. - Action **Dynamicscrm Create Sales Order** Creates a new sales order entity record in dynamics crm using the web api. - Action **Dynamicscrm Get A Invoice** Dynamicscrm get a invoice - Action **Dynamicscrm Get A Lead** Dynamicscrm get a lead - Action **Dynamicscrm Get All Leads** Dynamicscrm get all leads - Action **Dynamicscrm Update Case** Updates an existing case (incident) entity record in dynamics crm using the web api. - Action **Dynamicscrm Update Invoice** Updates an existing invoice entity record in dynamics crm using the web api. - Action **Dynamicscrm Update Lead** Updates an existing lead entity record in dynamics crm using the web api. - Action **Dynamicscrm Update Opportunity** Updates an existing opportunity entity record in dynamics crm using the web api. - Action **Dynamicscrm Update Sales Order** Updates an existing sales order entity record in dynamics crm using the web api. ## Each app on its own - [ **PaintScout** PaintScout helps estimate & sell painting jobs.](https://apiant.ai/connections/paintscout) - [ **Dynamics 365** Dynamics 365 from Microsoft combines CRM, ERP, and productivity apps to streamline sales, marketing...](https://apiant.ai/connections/dynamics-365) Reviews ## What our customers say ## More from PaintScout - [ **PaintScout to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/paintscout-to-salesforce) - [ **PaintScout to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/paintscout-to-slack) - [ **PaintScout to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/paintscout-to-stripe) - [ **PaintScout to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/paintscout-to-shopify) - [ **PaintScout to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/paintscout-to-quickbooks-online) - [ **PaintScout to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/paintscout-to-pipedrive) ## More into Dynamics 365 - [ **HubSpot to Dynamics 365** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-dynamics-365) - [ **Salesforce to Dynamics 365** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-dynamics-365) - [ **Slack to Dynamics 365** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-dynamics-365) - [ **Google Sheets to Dynamics 365** Google Sheets](https://apiant.ai/connect/google-sheets-to-dynamics-365) - [ **Gmail to Dynamics 365** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-dynamics-365) - [ **Google Calendar to Dynamics 365** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-dynamics-365) Questions ## PaintScout and Dynamics 365, answered ### ### What can start an automation from PaintScout? Any of PaintScout's 5 triggers in the catalog, including Contact Created, Invoice Status Changed, Quote Status Changed and Quote Tag Added. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Dynamics 365 when something happens in PaintScout? Any of Dynamics 365's 16 actions, including Dynamics365 Get All Invoices Action, Dynamicscrm Create Account, Dynamicscrm Create Case and Dynamicscrm Create Contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Dynamics 365 to PaintScout? Dynamics 365 has no triggers in the catalog today, so automations start in PaintScout. If you need the other direction, ask: your agent reads Dynamics 365's API documentation and adds it. ### ### Do I have to build a connector for PaintScout or Dynamics 365? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use PaintScout and Dynamics 365 without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.