Printavo and Salesflare

How to connect Printavo

What you can automate

  • When new Customer in Printavo, find or create account, then find or create contact, then add contact to account in Salesflare.
  • When new Invoice Status in Printavo, create opportunity, then find or create contact in Salesflare.
  • When new Quote/Invoice in Printavo, create opportunity in Salesflare.
  • When new Payment Term in Printavo, create opportunity, then find or create contact in Salesflare.
  • When new Payment in Printavo, create opportunity, then find or create contact in Salesflare.
  • When new Task in Printavo, create task in Salesflare.

About Printavo

Printavo is a simple tool for print, embroidery, promotional, digital, large format and sign shops to manage their business.

Printavo operations on Zapier

Triggers (12)

Start a workflow when this happens

  • Find Delivery Method — Find an existing delivery method
  • New Category — Triggers when a new category is created.
  • New Customer — Triggers when a new customer is created.
  • New Expense — Triggers when a new expense is created.
  • New Inquiry — Triggers when a new inquiry is created.
Show 7 more triggers
  • New Invoice Status — Triggers when a new invoice status is created.
  • New Payment — Triggers when a new payment is created.
  • New Payment Term — Triggers when a new payment term is created.
  • New Quote/Invoice — Triggers when a new order is created.
  • New Task — Triggers when a new task is created.
  • New User — Triggers when a new user is created.
  • Updated Quote/Invoice — Triggers when an order is updated.

Actions (10)

Things Salesflare can make it do

  • Create Customer — Creates a new customer.
  • Create Expense — Creates a new expense.
  • Create Inquiry — Creates a new inquiry.
  • Create Payment — Creates a new payment.
  • Create Payment V2 — Create a New Payment
Show 5 more actions
  • Create Quote/Invoice — Creates a new quote/invoice.
  • Create Task — Creates a new task.
  • Find or Create Customer — Find or Create Customer
  • Find or Create Quote/Invoice — Find or Create Quote/Invoice
  • Update Quote/Invoice Status — Updates a quote/invoice status

Searches (3)

Look up existing records

  • Find Customer — Find an existing customer.
  • Find Delivery Method — Find an existing delivery method
  • Find Quote/Invoice — Find an existing quote/invoice.

Printavo operations on Make

Triggers (10)

Start a workflow when this happens

  • Watch Customers — Triggers when a new customer is created.
  • Watch Expenses — Triggers when a new expense is created.
  • Watch Inquiries — Triggers when a new inquiry is created.
  • Watch Order Status — Triggers when a new order status is created.
  • Watch Orders — Triggers when a new order is created.
Show 5 more triggers
  • Watch Payment Terms — Triggers when a new payment term is created.
  • Watch Payments — Triggers when a new payment is created.
  • Watch Tasks — Triggers when a new task is created.
  • Watch Update Orders — Triggers when an order is updated.
  • Watch Users — Triggers when a new user is created.

Actions (30)

Things Salesflare can make it do

  • Create a Customer — Creates a new customer.
  • Create a Payment — Creates a new payment.
  • Create a Payment Term — Creates a new payment term.
  • Create a Task — Creates a new task.
  • Create an Expense — Creates a new expense.
Show 25 more actions
  • Create an Inquiry — Creates a new inquiry.
  • Create an Order — Creates a new order.
  • Delete a Customer — Deletes a customer.
  • Delete a Payment — Deletes a payment.
  • Delete a Task — Deletes a task.
  • Delete an Expense — Deletes an expense.
  • Delete an Inquiry — Deletes an inquiry.
  • Delete an Order — Deletes a specific order.
  • Get a Customer — Gets a customer.
  • Get a Payment — Gets a payment.
  • Get a Payment Term — Gets a payment term.
  • Get a Task — Gets a task.
  • Get a User — Gets a user.
  • Get an Expense — Gets an expense.
  • Get an Inquiry — Gets an inquiry.
  • Get an Order — Gets information about a specific order.
  • Get an Order Status — Gets an order status.
  • Make an API Call — Performs an arbitrary authorized API call.
  • Update a Customer — Updates a customer.
  • Update a Payment — Updates a payment.
  • Update a Payment Term — Updates a payment term.
  • Update a Task — Updates a task.
  • Update an Expense — Updates an expense.
  • Update an Inquiry — Updates an inquiry.
  • Update an Order — Updates an existing order.

Searches (9)

Look up existing records

  • List Expenses — Lists all expenses.
  • List Inquiries — Lists all inquiries.
  • List Order Statuses — Lists order statuses.
  • List Payment Terms — Lists all payment terms.
  • List Payments — Lists all payments.
Show 4 more searches
  • List Tasks — Lists all tasks.
  • List Users — Lists all users.
  • Search Customers — Searches for customers or lists them all.
  • Search Orders — Searches for orders or lists them all.

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