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
- The flow triggers when the details of an existing deal are updated in Onpipeline.
- Zoho Flow creates a new order invoice in Printavo.
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 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
Deal created
Triggers when a new deal is created
Person added
Triggers when a new contact person is added
Note added
Triggers when a new note is added
Organization created
Triggers when a new organization is created
Event created
Triggers when a new calendar event is created
Deal updated as deleted
Triggers when the status of a deal is updated as deleted
Event updated
Triggers when a calendar event is updated
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 user
Triggers when a new user is created
New inquiry
Triggers when a new inquiry is created
New expense
Triggers when a new expense is created
New payment
Triggers when a new payment is recorded
All Actions - Actions are the automated tasks
Add organization
Adds a new organization
Create deal
Creates a new deal
Add lead
Creates a new lead
Add widget
Adds a new widget
Add note
Adds a new note
Add action menu
Adds a new action menu
Add person
Adds a new contact person
Update person
Updates the details of an existing contact person
Update deal
Updates the details of an existing deal
Undelete deal
Restores a deleted deal and set the status to open
Update organization
Updates the details of an existing organization
Fetch event
Fetches the details of an existing event by ID
Fetch person
Fetches the details of an existing person by full name
Fetch organization
Fetches the details of an existing organisation by name
Remove action menu
Removes an existing action menu using link ID
Remove widget
Removes an existing widget 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 expense
Creates a new expense
Create invoice
Creates a new order invoice
Create task
Creates a new task
Create inquiry
Creates a new inquiry
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.
Similar apps
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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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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