Connect PaintScout to Hearme CXM platform

Both apps 28PaintScout 24Hearme CXM platform 4

• 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
  Add customer

  Creates a new customer in your hearme customer list.

• Action
  Get customer

  Returns a customer's details, such as name, phone, email, address and company, by customer id.

• Action
  List customers

  Returns the customers in your hearme account, optionally filtered by keyword, status or organization.

• Action
  Update customer

  Updates an existing customer's details, such as name, contact information, company, birthday, status or notes. Fields left blank are not changed.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.