Integrate OnePageCRM with Printavo
Send information between OnePageCRM 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 OnePageCRM
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will generate a new invoice in Printavo each time a deal is closed in OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new order invoice in Printavo.
Create an invoice in Printavo for the latest closed deals in OnePageCRM
OnePageCRM + Printavo
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Supported triggers and actions
Integrate OnePageCRM and Printavo using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal won
Triggers when a deal is won
New pending deal
Triggers when there is a new pending deal
New action
Triggers when a new action is created
New contact
Triggers when a new contact is created
New customer
Triggers when a new customer is created
New expense
Triggers when a new expense is created
New task
Triggers when a new task is created
New inquiry
Triggers when a new inquiry is created
New invoice status
Triggers when a new invoice status is created
New user
Triggers when a new user is created
New payment
Triggers when a new payment is recorded
Updated invoice
Triggers when the details of an existing order invoice are updated
New invoice
Triggers when a new order invoice is created
All Actions - Actions are the automated tasks
Create note
Creates a new note for the specified contact
Create contact
Creates a new contact
Fetch contact
Fetches the details of an existing contact
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 OnePageCRM?
OnePageCRM is an online sales CRM. You can streamline sales with workflows, get lead details from social profiles, and let your sales team collaborate on tasks.
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.
Similar apps
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Logic
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Custom functions
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