--- title: "Connect PaintScout and Salesmate - APIANT.ai" description: "When \"Contact Created\" fires in PaintScout, your agent runs \"Create Contact\" in Salesmate." canonical: "https://apiant.ai/connect/paintscout-to-salesmate" --- # Connect PaintScout and Salesmate When **Contact Created** fires in [PaintScout](https://apiant.ai/connections/paintscout), your agent runs **Create Contact** in [Salesmate](https://apiant.ai/connections/salesmate), or **New De-Activated User** in Salesmate to **Add deal** in PaintScout. Describe the whole flow and it is built, tested on every scenario and kept running. PaintScout **5** triggers PaintScout **19** actions Salesmate **2** triggers Salesmate **10** 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 Salesmate 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 and Salesmate can do together ### From PaintScout to Salesmate - When **Contact Created** in PaintScout then **Create Contact** in Salesmate - When **Invoice Status Changed** in PaintScout then **Update Contact** in Salesmate ### From Salesmate to PaintScout - When **New De-Activated User** in Salesmate then **Add deal** in PaintScout - When **New User** in Salesmate then **Add task** in PaintScout 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 Salesmate ## Triggers and actions 7 triggers · 29 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. - Trigger **New De-Activated User** Triggers when a user in Salesmate is de-activated. - Trigger **New User** Triggers when a new user is added to your Salesmate account. - Action **Add Note** Adds a note to a contact in Salesmate. Returns the id of the note that was created. - Action **Create Contact** Creates a new contact in Salesmate. Returns the id of the contact that was created. - Action **Random User** Picks one active Salesmate user at random, for round-robin style assignment. Returns that user's id, name and email. - Action **Search for Total Rows in Activity** Returns how many Salesmate activities match the criteria you supply, without returning the activities themselves. - Action **Search for Total Rows in Company** Returns how many Salesmate companies match the criteria you supply, without returning the companies themselves. - Action **Search for Total Rows in Contacts** Returns how many Salesmate contacts match the criteria you supply, without returning the contacts themselves. - Action **Search for Total Rows in Deal** Returns how many Salesmate deals match the criteria you supply, without returning the deals themselves. - Action **Search User** Returns the Salesmate users whose name or email matches the text you supply. Leave both blank to return every user of the chosen status. - Action **Update Contact** Updates an existing contact in Salesmate. Only the fields you supply are changed. - Action **Update Note** Updates an existing note on a contact in Salesmate. ## Each app on its own - [ **PaintScout** PaintScout helps estimate & sell painting jobs.](https://apiant.ai/connections/paintscout) - [ **Salesmate** Salesmate is an All-in-one Sales Management, Automation, and Acceleration Software for Teams of All Sizes &...](https://apiant.ai/connections/salesmate) 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 Salesmate - [ **MINDBODY to Salesmate** MINDBODY is a powerful business management software that combines your scheduling, task automation...](https://apiant.ai/connect/mindbody-to-salesmate) - [ **HubSpot to Salesmate** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-salesmate) - [ **Salesforce to Salesmate** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-salesmate) - [ **Google Sheets to Salesmate** Google Sheets](https://apiant.ai/connect/google-sheets-to-salesmate) - [ **Gmail to Salesmate** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-salesmate) - [ **Google Calendar to Salesmate** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-salesmate) Questions ## PaintScout and Salesmate, 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 Salesmate when something happens in PaintScout? Any of Salesmate's 10 actions, including Create Contact, Update Contact, Update Note and Add Note. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Salesmate to PaintScout? Yes. When something happens in Salesmate, your agent can act in PaintScout too. This page covers both directions: Salesmate's triggers and PaintScout's actions are listed here as well. ### ### Do I have to build a connector for PaintScout or Salesmate? 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 Salesmate 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.