Integrate Pipedrive with Printavo

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

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Create an invoice in Printavo for recently won deals in Pipedrive

Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will prepare a new invoice in Printavo each time a deal is won in Pipedrive.

How it works
  1. The flow triggers when any detail of an existing deal is updated in Pipedrive.
  2. Zoho Flow creates a new order invoice in Printavo.
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Create an invoice in Printavo for recently won deals in Pipedrive

Pipedrive + Printavo

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Supported triggers and actions

Integrate Pipedrive and Printavo using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact person updated

Triggers when any detail of an existing contact person is updated

Deal created

Triggers when a new deal is created

Activity updated

Triggers when any detail of an existing activity is updated

Note added

Triggers when a new note is added

Note updated

Triggers when an existing note is updated

Activity created

Triggers when a new activity is created

Contact person created

Triggers when a new contact person is created

Deal updated

Triggers when any detail of an existing deal is updated

Organization created

Triggers when a new organization is created

Pipeline created

Triggers when a new pipeline is created

Pipeline stage created

Triggers when a new pipeline stage is created

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

Create organization

Creates a new organization

Create notes

Creates a new note for the selected lead, deal, person, or organization

Create lead

Creates a new lead

Create deal

Creates a new deal

Create contact person

Creates a new contact person for the selected organization

Create activity

Creates a new activity

Create product

Creates a new product

Update deal

Updates the details of an existing deal

Update lead

Updates the details of an existing lead

Update notes

Updates the details of an existing note

Update contact person

Updates the details of an existing contact person

Update product

Updates the details of an existing product

Update activity

Updates the details of an existing activity

Update organization

Updates the details of an existing organization

Fetch product by name

Fetches the details of an existing product by name

Fetch user by name

Fetches the details of an existing user by name

Fetch deal by ID

Fetches the details of an existing deal by ID

Fetch activity

Fetches the details of an existing user activity

Fetch lead

Fetch the details of an existing lead by ID or title

Fetch organization by ID

Fetches the details of an existing organization by ID

Fetch deal by title

Fetches the details of an existing deal by title

Fetch person by ID

Fetches the details of an existing person record by ID

Fetch person by phone number

Fetches the details of an existing person by phone number

Fetch person by email address

Fetches the details of an existing person by email address

Fetch person by name

Fetches the details of an existing person record by name

Fetch organization by name

Fetches the details of an existing organization by 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 Pipedrive?

Pipedrive is a CRM and pipeline management tool. You can set activities and goals, forecast with built in features, accurately measure your sales with customized reports, and switch to different languages and currencies.

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

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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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

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Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

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Technical Engineer, Master Liveaboards

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