PrinterFlo and Salesflare

How to connect PrinterFlo

When new Customer in PrinterFlo, find or create account, then find or create contact, then add contact to account in Salesflare.
When new Invoice in PrinterFlo, create opportunity, then find or create contact in Salesflare.
When new Order or Quote in PrinterFlo, create opportunity, then find or create contact in Salesflare.
When payment Received in PrinterFlo, create opportunity, then find or create contact in Salesflare.
When order Status Changed in PrinterFlo, create opportunity, then find or create contact in Salesflare.
When new Opportunity in Salesflare, create Quote in PrinterFlo.

PrinterFlo is a print shop management platform for sign and print shops — quotes, orders, proofs, invoicing, and payments in one board

Start a workflow when this happens

New Customer — Triggers when a customer is added in PrinterFlo.
New Invoice — Triggers when an invoice is created in PrinterFlo.
New Order or Quote — Triggers when a new order or quote is created in PrinterFlo (from any source: staff, website designer, quote form, Shopify, or API).
Order Status Changed — Triggers when an order moves to a new status (e.g. into production, completed).
Payment Received — Triggers when a payment is recorded in PrinterFlo (Stripe, terminal, or manual).

Things Salesflare can make it do

Create Customer — Creates a customer in PrinterFlo (find-or-create: an existing customer with the same email is returned instead of duplicated).
Create Quote — Creates a new quote in PrinterFlo (e.g. from a web form, email parser, or CRM). The customer is matched by email or created.
Find or Create Customer — Finds a customer, creating them if they do not exist.

Look up existing records

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