Follow Up Boss + Printavo

Create new Printavo customers when new Follow Up Boss contacts are added

Effortlessly keep your customer information up to date between Follow Up Boss and Printavo with this automation. When you add a new contact in Follow Up Boss, this workflow will create a new customer in Printavo, ensuring that your customer data is consistently accurate across both platforms. Save time and reduce manual data entry, allowing you to focus on providing the best experience for your clients.

When this happens...
New Contact
Fires when a new contact is created in Follow Up Boss.
TriggerInstant
automatically do this!
Create Customer
Creates a new customer.
ActionWrite

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Supported triggers and actions

What does this mean?

New Appointment
Fires when a new appointment is created in Follow Up Boss.
Trigger
Instant
Try It
- Pipeline name
- Stage name
Trigger
Instant
Try It
- Stage name
Trigger
Instant
Try It
- Contact Phone, Email, or IDRequired
- Team Member(s)
Action
Write
- Contact Phone, Email, or IDRequired
- Action PlanRequired
Action
Write

- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Price
- Custom Field 1 Name
- Custom Field 1 Value
- Custom Field 2 Name
- Custom Field 2 Value
- Custom Field 3 Name
- Custom Field 3 Value
- Custom Field 4 Name
- Custom Field 4 Value
- Custom Field 5 Name
- Custom Field 5 Value
Action
Write
- Contact Phone, Email, or IDRequired
- MessageRequired
- Subject
- Message is HTML
Action
Write

- Contact Phone, Email, or IDRequired
- Phone NumberRequired
- TypeRequired
- Note
- Call Duration
Action
Write
- Contact Phone, Email, or IDRequired
- Team MemberRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Delivery Method IDRequired
Trigger
Scheduled
Try It
New Customer
Triggers when a new customer is created.
Trigger
Scheduled
Try It
New Inquiry
Triggers when a new inquiry is created.
Trigger
Scheduled
Try It
New Quote/Invoice
Triggers when a new order is created.
Trigger
Scheduled
Try It
New Payment
Triggers when a new payment is created.
Trigger
Scheduled
Try It
New User
Triggers when a new user is created.
Trigger
Scheduled
Try It
- First NameRequired
- Last Name
- Email
- Company
- Phone
- Notes
- Fax
- Tax Resale Number
- Billing Address - Address 1
- Billing Address - Address 2
- Billing Address - City
- Billing Address - State
- Billing Address - Zip
- Billing Address - Country
- Shipping Address - Address 1
- Shipping Address - Address 2
- Shipping Address - City
- Shipping Address - State
- Shipping Address - Zip
- Shipping Address - Country
Action
Write
- AmountRequired
- DescriptionRequired
- Transaction DateRequired
- Details
- Order Id
Action
Write
- Customer NameRequired
- Description
- Customer Phone
- Customer Email
Action
Write
- OrderRequired
- AmountRequired
- DescriptionRequired
- Transaction DateRequired
- Details
Action
Write
- Order IDRequired
- AmountRequired
- Category
- Description
- Transaction Date
Action
Write
- Order IdRequired
- Invoice StatusRequired
- CustomerRequired
- UserRequired
Action
Write
- Delivery Method IDRequired
Action
Search
- Email
- First NameRequired
- Last Name
- Company
- Phone
- Notes
- Fax
- Tax Resale Number
- Billing Address - Address 1
- Billing Address - Address 2
- Billing Address - City
- Billing Address - State
- Billing Address - Zip
- Billing Address - Country
- Shipping Address - Address 1
- Shipping Address - Address 2
- Shipping Address - City
- Shipping Address - State
- Shipping Address - Zip
- Shipping Address - Country
Action
Search or write
- Quote/Invoice IDRequired
- User IDRequired
- Line Items
- Customer IDRequired
- Orderstatus IDRequired
- Production Due DateRequired
- Customer Due Date DateRequired
- Notes
- Production Notes
- Sales Tax
Action
Search or write

New Deal
Fires when a new deal is created in Follow Up Boss.
Trigger
Instant
Try It
New Contact
Fires when a new contact is created in Follow Up Boss.
Trigger
Instant
Try It
- Tag nameRequired
Trigger
Instant
Try It
- Contact Phone, Email, or IDRequired
- Tag(s)Required
Action
Write
- Contact Phone, Email, or IDRequired
- StageRequired
Action
Write
- Contact Phone, Email, or IDRequired
- NameRequired
- PipelineRequired
- StageRequired
- Team Member(s)Required
- Description
- Price
- Commission
- Projected Close Date
Action
Write
- Contact Phone, Email, or IDRequired
- NameRequired
- TypeRequired
- Assigned ToRequired
- Due
- Is Completed
Action
Write
- Contact Phone, Email, or IDRequired
- Action PlanRequired
Action
Write
- Event TypeRequired
- Message
- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Custom Field 1 Name
- Custom Field 1 Value
- Custom Field 2 Name
- Custom Field 2 Value
- Custom Field 3 Name
- Custom Field 3 Value
- Custom Field 4 Name
- Custom Field 4 Value
- Custom Field 5 Name
- Custom Field 5 Value
- Street Address
- City
- State/Province
- Zip/Postal Code
- MLS Number
- Price
- Is for Rent?
- URL
- Type
- Bedrooms
- Bathrooms
- Area
- Lot Size
- Source
- Medium
- Term
- Content
- Campaign
Action
Write
- Contact Phone, Email, or IDRequired
Action
Search
New Category
Triggers when a new category is created.
Trigger
Scheduled
Try It
New Expense
Triggers when a new expense is created.
Trigger
Scheduled
Try It
New Invoice Status
Triggers when a new invoice status is created.
Trigger
Scheduled
Try It
New Payment Term
Triggers when a new payment term is created.
Trigger
Scheduled
Try It
New Task
Triggers when a new task is created.
Trigger
Scheduled
Try It
Updated Quote/Invoice
Triggers when an order is updated.
Trigger
Scheduled
Try It
- CompanyRequired
- First Name
- Last Name
- Email
- Phone
- Notes
- Fax
- Tax Resale Number
- Billing Address - Address 1
- Billing Address - Address 2
- Billing Address - City
- Billing Address - State
- Billing Address - Zip
- Billing Address - Country
- Shipping Address - Address 1
- Shipping Address - Address 2
- Shipping Address - City
- Shipping Address - State
- Shipping Address - Zip
- Shipping Address - Country
Action
Write
- AmountRequired
- DescriptionRequired
- Transaction DateRequired
- Order Id
Action
Write
- UserRequired
- Category
- Item #
- Color
- 6m
- 12m
- 18m
- 24m
- 2t
- 3t
- 4t
- 5t
- Youth XS
- Youth S
- Youth M
- Youth L
- Youth XL
- XS
- S
- M
- L
- XL
- 2xl
- 3XL
- 4XL
- 5XL
- 6XL
- PriceRequired
- General Quantity
- Description
- Shipping Company Name
- Shipping Customer Name
- Billing Company Name
- Billing Customer Name
- Nickname
- Customer Due DateRequired
- CustomerRequired
- Invoice StatusRequired
- Production Due DateRequired
- Invoice Date
- Payment Term
- Payment Due Date
- Shipping Address 1
- Shipping Address 2
- Shipping City
- Shipping State
- Shipping Zip
- Billing Address 1
- Billing Address 2
- Billing City
- Billing State
- Billing Zip
- Notes
- Production Notes
- Sales Tax
Action
Write
- Order
- AmountRequired
- DescriptionRequired
- Transaction DateRequired
Action
Write
- Order Id
- Assigned User
- Due DateRequired
- Name
Action
Write
- Email Address
Action
Search
- Quote/Invoice IDRequired
Action
Search
- QueryRequired
- User IDRequired
- Line Items
- Customer IDRequired
- Orderstatus IDRequired
- Production Due DateRequired
- Customer Due Date DateRequired
- Notes
- Production Notes
- Sales Tax
Action
Search or write

About Follow Up Boss

Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Printavo

Printavo is a simple tool for print, embroidery, promotional, digital, large format and sign shops to manage their business.

Learn more Help

Related categories

Printing

PRODUCTS

CAPABILITIES

By team

Follow Up Boss + Printavo

Create new Printavo customers when new Follow Up Boss contacts are added

New Appointment

Deal Stage Updated

Pipeline name

Stage name

Person Stage Updated

Stage name

Add Collaborators

Team Member(s)

Apply an Action Plan to a Contact

Contact Phone, Email, or IDRequired

Action PlanRequired

Create or Update Contact Without Triggering Action Plans

First Name

Last Name

Email Address

Phone Number

Source

Stage

Is Contacted?

Tags

Street Address

City

State/Province

Zip/Postal Code

Price

Custom Field 1 Name

Custom Field 1 Value

Custom Field 2 Name

Custom Field 2 Value

Custom Field 3 Name

Custom Field 3 Value

Custom Field 4 Name

Custom Field 4 Value

Custom Field 5 Name

Custom Field 5 Value

Create Note

Contact Phone, Email, or IDRequired

MessageRequired

Subject

Message is HTML

Log Call

Contact Phone, Email, or IDRequired

Phone NumberRequired

TypeRequired

Note

Call Duration

Reassign Agent

Contact Phone, Email, or IDRequired

Team MemberRequired

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Delivery Method

Delivery Method IDRequired

New Customer

New Inquiry

New Quote/Invoice

New Payment

New User

Create Customer

First NameRequired

Last Name

Email

Company

Phone

Notes

Fax

Tax Resale Number

Billing Address - Address 1

Billing Address - Address 2