--- title: "Connect PaintScout and Wheelbase - APIANT.ai" description: "When \"Contact Created\" fires in PaintScout, your agent runs \"Create Customer\" in Wheelbase, or \"New Customer\" in Wheelbase to \"Add deal\" in PaintScout." canonical: "https://apiant.ai/connect/paintscout-to-wheelbase" --- # Connect PaintScout and Wheelbase When **Contact Created** fires in [PaintScout](https://apiant.ai/connections/paintscout), your agent runs **Create Customer** in [Wheelbase](https://apiant.ai/connections/wheelbase), or **New Customer** in Wheelbase to **Add deal** in PaintScout. Describe the whole flow and it is built, tested on every scenario and kept running. PaintScout **5** triggers PaintScout **25** actions Wheelbase **4** triggers Wheelbase **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 Wheelbase 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 Wheelbase can do together ### From PaintScout to Wheelbase - When **Contact Created** in PaintScout then **Create Customer** in Wheelbase - When **Invoice Status Changed** in PaintScout then **Update customer** in Wheelbase ### From Wheelbase to PaintScout - When **New Customer** in Wheelbase then **Add deal** in PaintScout - When **New Message** in Wheelbase then **Add invoice item** 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 Wheelbase ## Triggers and actions 9 triggers · 41 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 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 **New Customer** Triggered when a new customer is created or a marketplace guest books with the dealer. - Trigger **New Message** Triggers when a new message appears in a renter message thread, from the renter, your team or the system. If several messages arrive between checks, it fires once for that thread with the latest message. - Trigger **New or Updated Reservation** Triggers when a reservation is created or updated in Wheelbase. - Trigger **New Rental** Triggers when a new rental vehicle is added to your Wheelbase fleet. Requires a dealer account. - Action **Approve booking** Approves a booking from your side. Returns the updated booking; for a dealer-created booking this sends the customer their quote, and once both sides approve, payment is captured and the booking is confirmed. - Action **Cancel booking** Cancels a confirmed booking and returns the booking after the cancellation. Cancelling may trigger a refund under the listing's cancel policy. - Action **Create Customer** Creates a customer in your Wheelbase account. If a customer with the same email already exists, that customer is updated and returned instead of creating a duplicate. - Action **Create Reservation** Creates a reservation on a listing for the given dates, in negotiating status, for an existing or new customer. Returns the reservation with its pricing, payment schedule and trip details. - Action **Decline booking** Declines a booking that has not yet been confirmed and returns the booking after the action. A booking that is already confirmed cannot be declined and must be cancelled instead. - Action **Find a Customer** Returns the customers that match a name, email, phone number or customer id, including dealer-managed customers and marketplace guests who have booked with the dealer. - Action **Find a Rental** Returns the rental listings that match a location, travel dates, guest count, vehicle type or instant-book setting. - Action **Get booking** Returns a single booking by its id, including the renter, listing, dates, line items, totals and payment status. An error occurs if the booking is not found. - Action **Get customer** Returns a single customer by id, including contact details, address, archived status and booking stats. An error occurs if the customer is not found. - Action **Get listing** Returns the full, up-to-date detail for a single Wheelbase listing, including pricing, location, delivery options, owner, vehicle details and images. - Action **List booking payments** Returns a booking's itemized money movement: customer charges, refunds and scheduled future charges, plus payouts made to your account. - Action **List bookings** Returns the bookings your Wheelbase account participates in as owner or renter, optionally narrowed by status, customer or start date. - Action **List locations** Returns the dealer's pickup and drop-off locations, with each location's address, coordinates and weekly hours. - Action **Update customer** Updates the details of a customer your account manages, such as their name, contact details and address, and returns the updated customer. Marketplace customers cannot be edited. - Action **Update listing** Updates a listing's name, description, nightly price or instant-book setting, and returns the updated listing. - Action **Update Reservation** Updates the dates, guest count, discount code, insurance, delivery or add-ons on a reservation that has not yet been confirmed, and returns the updated reservation with its recalculated pricing. ## Each app on its own - [ **PaintScout** PaintScout helps estimate & sell painting jobs.](https://apiant.ai/connections/paintscout) - [ **Wheelbase** All-in-one rentals suite that combines rental management software with $1M in insurance coverage.](https://apiant.ai/connections/wheelbase) 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 Wheelbase - [ **HubSpot to Wheelbase** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-wheelbase) - [ **Salesforce to Wheelbase** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-wheelbase) - [ **Slack to Wheelbase** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-wheelbase) - [ **Google Sheets to Wheelbase** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-wheelbase) - [ **Gmail to Wheelbase** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-wheelbase) - [ **Google Calendar to Wheelbase** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-wheelbase) Questions ## PaintScout and Wheelbase, 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 Wheelbase when something happens in PaintScout? Any of Wheelbase's 16 actions, including Create Customer, Create Reservation, Update customer and Update listing. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Wheelbase to PaintScout? Yes. When something happens in Wheelbase, your agent can act in PaintScout too. This page covers both directions: Wheelbase's triggers and PaintScout's actions are listed here as well. ### ### Do I have to build a connector for PaintScout or Wheelbase? 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 Wheelbase 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.