Salesflare Salesflare Integrations

PRINTOOLS and Salesflare

Printing printools.io ↗

How to connect PRINTOOLS

What you can automate

  • When customer Created in PRINTOOLS, find or create account, then find or create contact, then add contact to account in Salesflare.
  • When customer Updated in PRINTOOLS, find or create account, then find or create contact, then add contact to account in Salesflare.
  • When invoice Created in PRINTOOLS, create opportunity, then find or create contact in Salesflare.
  • When invoice Paid in PRINTOOLS, create opportunity, then find or create contact in Salesflare.
  • When purchase Order Created in PRINTOOLS, create opportunity, then find or create contact in Salesflare.
  • When purchase Order Line Item Received in PRINTOOLS, create opportunity, then find or create contact in Salesflare.

About PRINTOOLS

PRINTOOLS is a print shop management platform for automating customers, quotes, jobs, invoices, proofs, purchase orders, and production tasks.

PRINTOOLS operations on Zapier

Triggers (39)

Start a workflow when this happens

  • Customer Created — Triggers when a PrintTools customer.created event fires. The payload carries the full customer under data.entity.
  • Customer Updated — Triggers when a PrintTools customer.updated event fires. The payload carries the full customer under data.entity.
  • Invoice Created — Triggers when a PrintTools invoice.created event fires. The payload carries the full invoice under data.entity.
  • Invoice Overdue — Triggers when a PrintTools invoice.overdue event fires. The payload carries the full invoice under data.entity.
  • Invoice Paid — Triggers when a PrintTools invoice.paid event fires. The payload carries the full invoice under data.entity.
Show 34 more triggers
  • Invoice Payment Claimed by Client — Triggers when a client tells you through the portal that they have paid an invoice (for example by bank transfer). This is the CLIENT'S CLAIM, not a confirmed payment — the invoice has not settled and no money has been verified. Use "Invoice Paid" for money actually received.
  • Invoice Payment Failed — Triggers when a PrintTools invoice.payment_failed event fires. The payload carries the full invoice under data.entity.
  • Invoice Payment Unmarked — Triggers when someone REVERSES a manual "mark as paid" on an invoice — usually correcting a mis-click. No money moved either way; the invoice is outstanding again.
  • Invoice Refunded — Triggers when a PrintTools invoice.refunded event fires. The payload carries the full invoice under data.entity.
  • Invoice Sent — Triggers when a PrintTools invoice.sent event fires. The payload carries the full invoice under data.entity.
  • Invoice Voided — Triggers when an invoice is cancelled before payment. The money is now never coming, so this is the reversal twin of "Invoice Refunded".
  • Job Created — Triggers when a PrintTools job.created event fires. The payload carries the full job under data.entity.
  • Job Status Changed — Triggers when a PrintTools job.status_changed event fires. The payload carries the full job under data.entity.
  • Job Updated — Triggers when a PrintTools job.updated event fires. The payload carries the full job under data.entity.
  • Mock Created — Triggers when a PrintTools mock.created event fires. The payload carries the full mock under data.entity.
  • Mock Deleted — Triggers when a PrintTools mock.deleted event fires. The payload carries the full mock under data.entity.
  • Mock Updated — Triggers when a PrintTools mock.updated event fires. The payload carries the full mock under data.entity.
  • Proof Approved — Triggers when a PrintTools proof.approved event fires. The payload carries the full proof under data.entity.
  • Proof Created — Triggers when a PrintTools proof.created event fires. The payload carries the full proof under data.entity.
  • Proof Rejected — Triggers when a PrintTools proof.rejected event fires. The payload carries the full proof under data.entity.
  • Proof Revised — Triggers when a PrintTools proof.revised event fires. The payload carries the full proof under data.entity.
  • Proof Sent — Triggers when a PrintTools proof.sent event fires. The payload carries the full proof under data.entity.
  • Purchase Order Created — Triggers when a PrintTools purchase_order.created event fires. The payload carries the full purchase order under data.entity.
  • Purchase Order Line Item Received — Triggers when a PrintTools purchase_order.line_item_received event fires. The payload carries the full purchase order under data.entity.
  • Purchase Order Sent — Triggers when a PrintTools purchase_order.sent event fires. The payload carries the full purchase order under data.entity.
  • Purchase Order Updated — Triggers when a PrintTools purchase_order.updated event fires. The payload carries the full purchase order under data.entity.
  • Quote Accepted — Triggers when a PrintTools quote.accepted event fires. The payload carries the full quote under data.entity.
  • Quote Created — Triggers when a PrintTools quote.created event fires. The payload carries the full quote under data.entity.
  • Quote Declined — Triggers when a PrintTools quote.declined event fires. The payload carries the full quote under data.entity.
  • Quote Portal Comment Added — Triggers when a PrintTools quote.portal_comment_added event fires. The payload carries the full quote under data.entity.
  • Quote Portal Mock Decided — Triggers when a PrintTools quote.portal_mock_decided event fires. The payload carries the full quote under data.entity.
  • Quote Portal Step Confirmed — Triggers when a PrintTools quote.portal_step_confirmed event fires. The payload carries the full quote under data.entity.
  • Quote Sent — Triggers when a PrintTools quote.sent event fires. The payload carries the full quote under data.entity.
  • Quote Status Changed — Triggers when a PrintTools quote.status_changed event fires. The payload carries the full quote under data.entity.
  • Quote Updated — Triggers when a PrintTools quote.updated event fires. The payload carries the full quote under data.entity.
  • Task Comment Added — Triggers when a PrintTools task.comment_added event fires. The payload carries the full task under data.entity.
  • Task Created — Triggers when a PrintTools task.created event fires. The payload carries the full task under data.entity.
  • Task Status Changed — Triggers when a PrintTools task.status_changed event fires. The payload carries the full task under data.entity.
  • Task Updated — Triggers when a PrintTools task.updated event fires. The payload carries the full task under data.entity.

Actions (9)

Things Salesflare can make it do

  • Create Customer — Creates a customer in PrintTools.
  • Create Job — Creates a job in PrintTools.
  • Create Quote — Creates a SHELL quote (customer, reference, notes) for someone to price. Groups, lines and pricing are not settable through the API, so a Zap-created quote is a $0 draft — the right shape for lead capture, the wrong one if you expected a priced document.
  • Find or Create Customer — Finds a customer in PrintTools, creating one if it does not already exist.
  • Find or Create Job — Finds a job in PrintTools, creating one if it does not already exist.
Show 4 more actions
  • Find or Create Quote — Finds a quote in PrintTools, creating one if it does not already exist.
  • Update Customer — Updates an existing PrintTools customer. Only the fields you fill in change.
  • Update Job — Updates an existing PrintTools job. Only the fields you fill in change.
  • Update Quote — Updates an existing PrintTools quote. Only the fields you fill in change.

Searches (3)

Look up existing records

  • Find Customer — Finds a PrintTools customer by name, email or reference.
  • Find Job — Finds a PrintTools job by reference or customer.
  • Find Quote — Finds a PrintTools quote by reference or customer.

Similar apps

Printavo

Printavo is a simple tool for print, embroidery, promotional, digital, large format and sign sho…

Zapier Make
thanks.io

thanks.io is a direct-mail automation platform sending handwritten-style postcards, letters, not…

Zapier Make
PrintNode

PrintNode is a hosted printing service that can help you quickly, easily and securely add remote…

Zapier Make
Lob

Lob makes it easy to seamlessly print and mail letters, postcards, photos, posters and more via…

Zapier Make
ezeep Blue printing

ezeep Blue printing automates printing of labels, checks, packing slips, reports and all other p…

Zapier Make
DocketManager

DocketManager is a complete print business management system offering a fully integrated cloud b…

Zapier

Not using Salesflare yet?

Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.

Try it for free