Connect PaintScout and Teachworks

Both apps 75PaintScout 30Teachworks 45

• 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 event

  Creates a scheduled event (such as a consultation or production job) on a PaintScout deal.

• Action
  Add invoice item

  Adds a line item to an existing PaintScout invoice, with its name, price, hours, quantity, notes, files and materials.

• Action
  Add note

  Adds a note to a PaintScout contact, deal or company and returns the new note.

• Action
  Add quote item

  Adds a line item to an existing PaintScout quote, with its price, hours, quantity, notes, files and materials.

• 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 Invoice

  Creates a new invoice in PaintScout, optionally with its contact, job address, line items, discount and tax, and returns the created invoice.

• 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 invoice

  Updates an existing PaintScout invoice — its status, contact, line items, notes, terms, discount, tax and other details. Fields left blank are not changed.

• Action
  Update Quote

  Updates an existing PaintScout quote, such as its status, contact, job address, notes, discount or tags, and returns the updated quote.

• Action
  Update task

  Updates an existing task in PaintScout, such as its title, owner, notes, start time or completion status.

• Trigger
  Lesson Completed

  Triggers when a lesson is marked completed in Teachworks.

• Trigger
  New Availability

  Triggers when a new availability block is added for a teacher or employee.

• Trigger
  New Cost Premium

  Triggers when a new cost premium is created in Teachworks.

• Trigger
  New Employee

  Triggers when a new employee (teacher or staff member) is added in Teachworks.

• Trigger
  New Invoice

  Triggers when a new invoice is created in Teachworks.

• Trigger
  New Lesson

  Triggers when a new lesson is scheduled in Teachworks.

• Trigger
  New Lesson Participant

  Triggers when a student is added to a lesson as a new lesson participant.

• Trigger
  New Location

  Triggers when a new location (or sub-location) is added in Teachworks.

• Trigger
  New Other Event

  Triggers when a new other event (such as an open house or staff meeting) is added to the Teachworks calendar.

• Trigger
  New Package Balance Alert

  Triggers when a customer's package balance is created or recalculated in Teachworks (for example after lessons use package units).

• Trigger
  New Payment

  Triggers when a new payment is recorded in Teachworks.

• Trigger
  New Refund

  Triggers when a new refund is recorded against a customer's payment in Teachworks.

• Trigger
  New Service

  Triggers when a new service is created in Teachworks.

• Trigger
  New Student

  Triggers when a new student is added in Teachworks.

• Trigger
  New Unavailability

  Triggers when a new unavailability (time off) is added for an employee in Teachworks.

• Trigger
  New Wage Payment

  Triggers when a new wage payment to an employee is recorded in Teachworks.

• Trigger
  New Wage Tier

  Triggers when a new wage tier is created in Teachworks.

• Action
  Add location

  Creates a new location in your Teachworks account.

• Action
  Add payment allocation

  Allocates part or all of a payment to an invoice.

• Action
  Add profile note

  Creates a profile note on a customer (family) or student.

• Action
  Add student to lesson

  Adds a student to an existing scheduled lesson and returns the updated lesson with its participants.

• Action
  Add wage payment

  Creates a wage payment for an employee in Teachworks.

• Action
  Complete lesson

  Completes a Teachworks lesson: sets attendance status for the lesson or each participant, and records charges and lesson notes.

• Action
  Create Child Student

  Creates a child student who belongs to a family, with their fees billed to that family.

• Action
  Create Employee

  Creates a new employee (teacher or staff member) in Teachworks.

• Action
  Create Family

  Creates a family customer in Teachworks. Families are billed for the lessons of their child students.

• Action
  Create Independent Student

  Creates an independent student in Teachworks: a directly billed customer together with its associated student record.

• Action
  Create Lesson

  Creates a single lesson in Teachworks with a teacher, service, students, location and start/end date and time.

• Action
  Create Payment

  Creates a payment received from a customer (family or independent student).

• Action
  Find Child Student

  Finds child students (students belonging to a family) matching the name, email, phone or other details you supply.

• Action
  Find Customer

  Finds customers (families and independent students) matching name, email, phone, address, type or status, and returns the first match plus all matches.

• Action
  Find Employee

  Finds employees (teachers and staff) matching the name, email, location, status or subject you give, and returns the first match plus the full list.

• Action
  Find Family

  Finds family customers in Teachworks matching the name, email, phone, address or status you supply, returning the first match and the full list.

• Action
  Find Independent Student (Full Details)

  Finds independent-student customers matching the search criteria and returns their full customer profile, including the student details and custom fields.

• Action
  Find Independent Student (Student Details)

  Finds independent students matching name, email, phone, school, status or other criteria and returns their student details.

• Action
  Find Payment

  Finds payments by customer and/or payment date, returning the first match and the full list of matching payments.

• Action
  Get lesson

  Returns a single lesson, including its time, teacher, service, location and participants.

• Action
  List lessons

  Returns lessons in your Teachworks account, optionally filtered by teacher, student, location, service, status or date range.

• Action
  Update customer

  Updates an existing customer in Teachworks — a family or an independent student — including contact details, status, notification preferences and invoice schedules.

• Action
  Update Customer Custom Field Values

  Sets the values of up to 10 custom profile fields on a Teachworks customer.

• Action
  Update employee

  Updates an existing employee's profile, wage settings and user permissions in Teachworks.

• Action
  Update lesson

  Updates an existing lesson's details, schedule, cost override and participants, and returns the updated lesson.

• Action
  Update payment

  Updates an existing payment's customer, date, amount, description, payment method or Stripe transaction ID.

• Action
  Update student

  Updates an existing child student in Teachworks, such as their name, contact details, status, billing and default teachers.

• Action
  Update Student Custom Field Values

  Sets the values of up to 10 custom profile fields on a Teachworks student.

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