Integrate Onpipeline with Printavo

Send information between Onpipeline and Printavo automatically, without writing any code, using Zoho Flow.

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Generate an invoice in Printavo for newly closed deals in Onpipeline

Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will prepare a new invoice in Printavo each time a deal is won in Onpipeline.

How it works
  1. The flow triggers when the details of an existing deal are updated in Onpipeline.
  2. Zoho Flow creates a new order invoice in Printavo.
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Generate an invoice in Printavo for newly closed deals in Onpipeline

Onpipeline + Printavo

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Supported triggers and actions

Integrate Onpipeline and Printavo using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Deal updated

Triggers when the details of an existing deal are updated

Deal updated as won

Triggers when the status of a deal is updated as won

Deal updated as deleted

Triggers when the status of a deal is updated as deleted

Person added

Triggers when a new contact person is added

Event updated

Triggers when a calendar event is updated

Deal updated as lost

Triggers when the status of a deal is updated as lost

Deal updated as open

Triggers when the status of a deal is updated as open

Organization created

Triggers when a new organization is created

Event created

Triggers when a new calendar event is created

Note added

Triggers when a new note is added

Deal created

Triggers when a new deal is created

New inquiry

Triggers when a new inquiry is created

New payment

Triggers when a new payment is recorded

New invoice status

Triggers when a new invoice status is created

New invoice

Triggers when a new order invoice is created

Updated invoice

Triggers when the details of an existing order invoice are updated

New task

Triggers when a new task is created

New customer

Triggers when a new customer is created

New expense

Triggers when a new expense is created

New user

Triggers when a new user is created

All Actions - Actions are the automated tasks

Add organization

Adds a new organization

Add note

Adds a new note

Add action menu

Adds a new action menu

Add lead

Creates a new lead

Add widget

Adds a new widget

Create deal

Creates a new deal

Update person

Updates the details of an existing contact person

Update organization

Updates the details of an existing organization

Update deal

Updates the details of an existing deal

Undelete deal

Restores a deleted deal and set the status to open

Add person

Adds a new contact person

Fetch person

Fetches the details of an existing person by full name

Fetch organization

Fetches the details of an existing organisation by name

Fetch event

Fetches the details of an existing event by ID

Remove widget

Removes an existing widget using link ID

Remove action menu

Removes an existing action menu using link ID

Search deal

Finds the details of an existing deal by deal ID, status, pipeline, stage, owner ID, or product name.

Create customer

Creates a new customer

Create invoice

Creates a new order invoice

Create inquiry

Creates a new inquiry

Create expense

Creates a new expense

Create task

Creates a new task

Fetch customer by ID

Fetches the details of an existing customer by ID

Fetch invoice by ID

Fetches the details of an existing invoice by ID

What is Onpipeline?

Onpipeline is a cloud-based sales CRM solution for small and medium businesses. It provides visual pipeline management, email and calendar integration, unlimited storage, and more.

CRM

What is Printavo?

Printavo is screen printing software. You can manage users, create shipping labels for orders, and view the history of changes on your activity feed.

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