YoPrint and Salesflare

How to connect YoPrint

What you can automate

  • When contact Created in YoPrint, find or create contact in Salesflare.
  • When contact Updated in YoPrint, find or create contact in Salesflare.
  • When customer Created in YoPrint, find or create account, then find or create contact, then add contact to account in Salesflare.
  • When customer Message Received in YoPrint, find or create account, then find or create contact, then add contact to account in Salesflare.
  • When customer Updated in YoPrint, find or create account, then find or create contact, then add contact to account in Salesflare.
  • When sales Order Created in YoPrint, create opportunity, then find or create contact in Salesflare.

About YoPrint

YoPrint is an all-in-one print shop management software that helps you keep track of your sales, inventory and production.

YoPrint operations on Zapier

Triggers (36)

Start a workflow when this happens

  • Artwork Approved — Triggers when a artwork is approved.
  • Artwork Change Requested — Triggers when a artwork change is requested.
  • Contact Created — Triggers when a contact is created.
  • Contact Deleted — Triggers when a contact is deleted.
  • Contact Updated — Triggers when a contact is updated.
Show 31 more triggers
  • Customer Created — Triggers when a customer is created.
  • Customer Deleted — Triggers when a customer is deleted.
  • Customer Fund Deposited — Triggers when a fund deposited into Customer Wallet.
  • Customer Fund Withdrew — Triggers when a fund withdrew from Customer Wallet.
  • Customer Message Bounced — Triggers when customer message bounced.
  • Customer Message Received — Triggers when customer message received.
  • Customer Updated — Triggers when a customer is updated.
  • Job Marked as Not Rush — Triggers when a Job is marked as not rush.
  • Job Marked as Rush — Triggers when a Job is marked as rush.
  • Job Status Changed — Triggers when a job status changes.
  • Message Status Changed — Triggers when either a sales order or purchase order message status changes.
  • Order Approved — Triggers when an order is approved.
  • Order Change Requested — Triggers when an order change is requested.
  • Payment Received (Any Amount) — Triggers when an order received a payment of any amount.
  • Payment Received (Deposit Amount) — Triggers when an order received a payment of deposit amount.
  • Payment Received (Full Amount) — Triggers when an order is fully paid.
  • Purchase Order Message Bounced — Triggers when purchase order message bounced.
  • Purchase Order Message Received — Triggers when purchase order message received.
  • Purchase Order Status Changed — Triggers when a purchase order status changes.
  • Quote Converted to Sales Order — Triggers when a quote is converted to order.
  • Quote Created — Triggers when a quote is created.
  • Quote Status Changed — Triggers when a quote status changes
  • Refund Issued — Triggers when a refund is issued.
  • Sales Order / Quote Marked as Not Rush — Triggers when a sales order is marked as Not rush.
  • Sales Order / Quote Marked as Rush — Triggers when a sales order is marked as rushed.
  • Sales Order Converted to Quote — Triggers when a sales order is converted to quote.
  • Sales Order Created — Triggers when a sales order is created.
  • Sales Order Status Changed — Triggers when a sales order status changes
  • Sales Order/Quote Status Changed — This trigger is deprecated and should not be used
  • Shipment Status Changed — Triggers when a shipment status changes.
  • Task Status Changed — Triggers when a task status changes.

Actions (17)

Things Salesflare can make it do

  • Change Job Status — Changes job status
  • Change Message Status — Changes message status
  • Change Purchase Order Status — Changes purchase order status
  • Change Quote Status — Changes quote status
  • Change Sales Order Status — Changes sales order status
Show 12 more actions
  • Change Shipment Status — Changes shipment status
  • Change Task Status — Changes task status
  • Convert Quote to Sales Order — Converts a Quote to Sales Order
  • Create Contact — Creates a new contact
  • Create Customer — Creates a new customer
  • Mark Job as Not Rush — Mark Job as Not Rush
  • Mark Job as Rush — Mark Job as Rush
  • Mark Sales Order or Quote as Not Rush — Mark Sales Order or Quote as Not Rush
  • Mark Sales Order or Quote as Rush — Mark Sales Order or Quote as Rush
  • Reassign User to Task — Clear current users and assign new users
  • Send Quote Message — Send Quote Messages
  • Send Sales Order Message — Send Sales Order Messages

Searches (9)

Look up existing records

  • Search Contact by Id — Searches for a contact by id
  • Search Customer by Id — Searches for a customer by id
  • Search Invoice by Id — Searches for an invoice by id
  • Search Job by Id — Searches for a job by id
  • Search Purchase Order by Id — Searches for a purchase order by id
Show 4 more searches
  • Search Sales Order/Quotes by Id — Searches for a sales order/Quotes by id
  • Search Shipment by Id — Searches for a shipment by id
  • Search Task by Id — Searches for a task by id
  • Search Vendor by Id — Searches for a vendor by id

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