Jotform + YoPrint

Create YoPrint sales orders from new Jotform submissions

Save time and streamline your sales process with this Jotform and YoPrint workflow. When a new submission is received in Jotform, this automation will instantly convert the quote to a sales order in YoPrint, keeping your records up-to-date and ensuring a seamless experience for your customers. No more manual data entry means more time to focus on growing your business.

When this happens...
New Submission
Triggers when a new submission has been added to a specific form.
TriggerInstant
automatically do this!
Convert Quote to Sales Order
Converts a Quote to Sales Order
ActionWrite

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Supported triggers and actions

What does this mean?

- FormRequired
Trigger
Instant
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- Select a formRequired
- Asignee emailRequired
- Invitation Message
- Assignee Permission
Action
Write
- Select a formRequired
Action
Write
Contact Created
Triggers when a contact is created.
Trigger
Instant
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Contact Updated
Triggers when a contact is updated.
Trigger
Instant
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Customer Deleted
Triggers when a customer is deleted.
Trigger
Instant
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Customer Message Received
Triggers when customer message received.
Trigger
Instant
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Artwork Approved
Triggers when a artwork is approved.
Trigger
Instant
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Job Status Changed
Triggers when a job status changes.
Trigger
Instant
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Order Approved
Triggers when an order is approved.
Trigger
Instant
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Sales Order Created
Triggers when a sales order is created.
Trigger
Instant
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Purchase Order Message Bounced
Triggers when purchase order message bounced.
Trigger
Instant
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Purchase Order Status Changed
Triggers when a purchase order status changes.
Trigger
Instant
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Shipment Status Changed
Triggers when a shipment status changes.
Trigger
Instant
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- Job ID
Action
Write
- Task ID
- Pipeline ID (Task Preset ID)
Action
Write
- Shipment ID
Action
Write
- Customer IdRequired
- First NameRequired
- Last Name
- Email
- Phone
- Fax
- Can Receive SMS
Action
Write
- Order ID
Action
Write
- Quote IDRequired
- Message to SendRequired
Action
Write
- Contact IdRequired
Action
Search

- DocumentRequired
Trigger
Scheduled
Try It
- Select a formRequired
- Assignee emailRequired
- Invitation Message
- Prefilled Field Permissions
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Contact Deleted
Triggers when a contact is deleted.
Trigger
Instant
Try It
Customer Created
Triggers when a customer is created.
Trigger
Instant
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Customer Message Bounced
Triggers when customer message bounced.
Trigger
Instant
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Customer Updated
Triggers when a customer is updated.
Trigger
Instant
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Artwork Change Requested
Triggers when a artwork change is requested.
Trigger
Instant
Try It
Message Status Changed
Triggers when either a sales order or purchase order message status changes.
Trigger
Instant
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Order Change Requested
Triggers when an order change is requested.
Trigger
Instant
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Sales Order/Quote Status Changed
Triggers when a sales order or quote status changes.
Trigger
Instant
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Purchase Order Message Received
Triggers when purchase order message received.
Trigger
Instant
Try It
Quote Created
Triggers when a quote is created.
Trigger
Instant
Try It
Task Status Changed
Triggers when a task status changes.
Trigger
Instant
Try It
- Message ID
Action
Write
- Purchase Order ID
Action
Write
- Order IDRequired
Action
Write
- NameRequired
- Website
- Resale Number
- Tax Identification Number
- Tax Exempt
- First Name
- Last Name
- Email
- Phone
- Fax
- Can Receive SMS
Action
Write
- Order ID
Action
Write
- Sales Order IDRequired
- Message to SendRequired
Action
Write
- Customer IdRequired
Action
Search

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

Learn more Help

Related categories

Forms & Surveys

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About YoPrint

YoPrint is an all-in-one print shop management software that helps you keep track of your sales, inventory and production.

Help

Related categories

Printing

PRODUCTS

CAPABILITIES

By team

Jotform + YoPrint

Create YoPrint sales orders from new Jotform submissions

New Submission

Assign Form

Select a formRequired

Asignee emailRequired

Invitation Message

Assignee Permission

Create Submission

Select a formRequired

Contact Created

Contact Updated

Customer Deleted

Customer Message Received

Artwork Approved

Job Status Changed

Order Approved

Sales Order Created

Purchase Order Message Bounced

Purchase Order Status Changed

Shipment Status Changed

Change Job Status

Job ID

Change Task Status

Task ID

Pipeline ID (Task Preset ID)

Change Shipment Status

Shipment ID

Create Contact

Customer IdRequired

First NameRequired

Last Name

Email

Phone

Fax

Can Receive SMS

Change Quote Status

Order ID

Send Quote Message

Quote IDRequired

Message to SendRequired

Contact by Id

Contact IdRequired

New Signed Document

DocumentRequired

Assign Prefilled Form

Select a formRequired

Assignee emailRequired

Invitation Message

Prefilled Field Permissions

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Contact Deleted

Customer Created

Customer Message Bounced

Customer Updated

Artwork Change Requested

Message Status Changed

Order Change Requested

Sales Order/Quote Status Changed

Purchase Order Message Received

Quote Created

Task Status Changed

Change Message Status

Message ID

Change Purchase Order Status

Purchase Order ID

Convert Quote to Sales Order

Order IDRequired

Create Customer

NameRequired