Integrate Zoho CRM with Printavo
Send information between Zoho CRM and Printavo automatically, without writing any code, using Zoho Flow.
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Generate an invoice in Printavo for newly closed deals in Zoho CRM
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will generate an invoice in Printavo whenever a deal is closed in Zoho CRM.
How it works
- The flow triggers when an existing deal is updated in Zoho CRM.
- Zoho Flow creates a new order invoice in Printavo.
Generate an invoice in Printavo for newly closed deals in Zoho CRM
Zoho CRM + Printavo
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Supported triggers and actions
Integrate Zoho CRM and Printavo using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Entry created or updated
Triggers when a record entry is created or updated
New module
Triggers when a new module is created
New user
Triggers when a new user is created
Updated module entry
Triggers when an entry is updated in the selected module
User created or updated
Triggers when the details of an existing user are created or updated
New note
Triggers when a new note is added
New lead
Triggers when a new lead is created
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
New contact
Triggers when a new contact is created
Updated deal
Triggers when an existing deal 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
Convert lead to contact
Converts a lead to a contact
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Enroll cadence
Enrolls an existing record to a cadence
Un-enroll cadence
Un-enrolles a record from the cadence
Update related module entry
Relates an entry in this module with an entry in another module
Draft email template
Drafts an email based on the selected template
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Remove tags
Removes tags from the specified record
Send mail merge
Sends a mail merge with details of the selected record
Add tags
Adds tags to the specified record
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Update module entry
Updates the specified module entry
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Send email template
Sends an email to the specified users
Add user
Adds a new user
Add note
Adds a note to the selected module
Raise signal
Raises a signal to Zoho CRM
Update user
Updates the details of an existing user based on user ID
Fetch contact
Fetches a contact by email address, unique ID, or name
Clone module entry
Clones an existing module entry
Fetch lead
Fetches a lead by email address or unique ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch user
Fetches the details of an existing user by name or email address
Fetch email template
Fetches an email template by name
Fetch account
Fetches an account by its name or unique ID
Fetch inventory template
Fetches an inventory template using ID
Fetch event
Fetches an event by its title or unique ID
Cancel call
Cancels a event
Delete module entry
Deletes the specified entry
Fetch product
Fetches a product by its name or unique ID
Fetch module entry
Fetches a module entry by the specified values
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 Zoho CRM?
Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.
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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Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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