LeadConnector + Printavo

Update LeadConnector opportunities when new quotes or invoices are updated in Printavo

Whenever there's an update to your quotes or invoices in Printavo, this workflow seamlessly adds or updates opportunities in LeadConnector. This ensures your sales opportunities in LeadConnector are always up to date without the need to manually check Printavo for changes. Keep your team focused on closing deals instead of busy administrative work.

When this happens...
Updated Quote/Invoice
Triggers when an order is updated.
TriggerPolling
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

- Delivery Method IDRequired
Trigger
Polling
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New Customer
Triggers when a new customer is created.
Trigger
Polling
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New Inquiry
Triggers when a new inquiry is created.
Trigger
Polling
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New Quote/Invoice
Triggers when a new order is created.
Trigger
Polling
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New Payment
Triggers when a new payment is created.
Trigger
Polling
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New User
Triggers when a new user is created.
Trigger
Polling
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- 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
- In PipelineRequired
- Moved to Stage
Trigger
Instant
Try It
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

New Category
Triggers when a new category is created.
Trigger
Polling
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New Expense
Triggers when a new expense is created.
Trigger
Polling
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New Invoice Status
Triggers when a new invoice status is created.
Trigger
Polling
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New Payment Term
Triggers when a new payment term is created.
Trigger
Polling
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New Task
Triggers when a new task is created.
Trigger
Polling
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Updated Quote/Invoice
Triggers when an order is updated.
Trigger
Polling
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- 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
- 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
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Workflow IDRequired
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write
- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write