Integrate PipelineDeals with Printavo

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

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Create an invoice in Printavo for the latest closed deals in PipelineDeals

Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will generate a new invoice in Printavo each time a deal is closed in PipelineDeals.

How it works
  1. The flow triggers when the status of an existing deal is updated in PipelineDeals.
  2. Zoho Flow creates a new order invoice in Printavo.
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Create an invoice in Printavo for the latest closed deals in PipelineDeals

PipelineDeals + Printavo

Build your own integrations between PipelineDeals and Printavo

Connect PipelineDeals and Printavo with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate PipelineDeals and Printavo using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New deal

Triggers when a new deal is created

Updated deal stage

Triggers when a deal is moved from one stage to another

Updated deal status

Triggers when the status of an existing deal is updated

New person, lead, or contact

Triggers when a new person, lead, or contact is created

New customer

Triggers when a new customer is created

New task

Triggers when a new task is created

New user

Triggers when a new user is created

New expense

Triggers when a new expense is created

New payment

Triggers when a new payment is recorded

New inquiry

Triggers when a new inquiry 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 invoice status

Triggers when a new invoice status is created

All Actions - Actions are the automated tasks

Create activity

Creates a new activity associated with an existing person, company, or deal

Create deal

Creates a new deal

Add person

Adds a new person

Create task

Creates a new calendar task

Create invoice

Creates a new order invoice

Create customer

Creates a new customer

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 PipelineDeals?

PipelineDeals is sales CRM software. You can track deals, assign permissions for team members, and forecast sales with detailed reports.

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.

Build comprehensive workflows using

Webhook triggers

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

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CEO, Lakeside CNC Group

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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