monday.com + YoPrint

monday.com + YoPrint integrations

Create new items in monday.com when quotes convert to sales orders in YoPrint

This workflow springs into action when a quote is converted to a sales order in your YoPrint system. It will then create a new item in your monday.com account, effectively streamlining your sales and order management process. This automation decreases the chance of manual errors and saves you time by seamlessly transferring critical sales data between YoPrint and monday.com.

When this happens...
Quote Converted to Sales OrderTriggers when a quote is converted to order.
TriggerInstant
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Create ItemCreate a new Item in a board
ActionWrite

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More things you can do with YoPrint and monday.com

Discover other triggers and actions you can use with YoPrint and monday.com

Contact Created
Triggers when a contact is created.
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Instant
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Contact Updated
Triggers when a contact is updated.
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Instant
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Customer Fund Deposited
Triggers when a fund deposited into Customer Wallet.
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 Marked as Not Rush
Triggers when a Job is marked as not rush.
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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Sales Order / Quote Marked as Rush
Triggers when a sales order is marked as rushed.
Trigger
Instant
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Payment Received (Any Amount)
Triggers when an order received a payment of any amount.
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Instant
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Payment Received (Full Amount)
Triggers when an order is fully paid.
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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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Quote Created
Triggers when a quote is created.
Trigger
Instant
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Sales Order Converted to Quote
Triggers when a sales order is converted to quote.
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
- Order ID
- Shipment ID
Action
Write
- Do you want to perform an upsert?
- Customer Id
  Required
- First Name
  Required
- Last Name
- Email
- Phone
- Fax
- Can Receive SMS
Action
Write
- Job ID
  Required
Action
Write
- Order ID
  Required
Action
Write
- Order ID
Action
Write
- Quote ID
  Required
- Message to Send
  Required
Action
Write
- Task ID
Action
Write
- Customer Id
  Required
Action
Search
- Order Id
  Required
- Job Id
  Required
Action
Search
- Purchase Order Id
  Required
Action
Search
- Shipment Id
  Required
Action
Search
- Board ID
  Required
Trigger
Instant
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- Board ID
  Required
- Group Names to trigger on
Trigger
Instant
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- Board ID
  Required
Trigger
Instant
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- Board ID
  Required
- Column ID
  Required
Trigger
Instant
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- Board ID
  Required
Trigger
Instant
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- Board ID
  Required
Action
Write
- Item ID
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- Override empty fields
Action
Write
- Board ID
  Required
- Column Title
  Required
- Column Type
  Required
Action
Write
- Board ID
  Required
- Group ID
- Item Name
  Required
- Subitem Name
Action
Write
- Item ID
  Required
- Body
  Required
- Parent Update ID
- User Mentions
- Team Mentions
- Include team mentions in body
- Board Mentions
- Project Mentions
Action
Write
- Item ID
  Required
Action
Write
- Board
  Required
- Item
  Required
- Include Updates?
Action
Write
- Board ID
  Required
- Item ID
  Required
- Subitem ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Board
- Item
  Required
Action
Search
- Board ID
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
- Column
  Required
Action
Search
- Board ID
  Required
- User :
  Required
Action
Search

Contact Deleted
Triggers when a contact is deleted.
Trigger
Instant
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Customer Created
Triggers when a customer is created.
Trigger
Instant
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Customer Fund Withdrew
Triggers when a fund withdrew from Customer Wallet.
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.
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Instant
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Job Marked as Rush
Triggers when a Job is marked as rush.
Trigger
Instant
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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 Marked as Not Rush
Triggers when a sales order is marked as Not rush.
Trigger
Instant
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Sales Order/Quote Status Changed
This trigger is deprecated and should not be used
Trigger
Instant
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Payment Received (Deposit Amount)
Triggers when an order received a payment of deposit amount.
Trigger
Instant
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Refund Issued
Triggers when a refund is issued.
Trigger
Instant
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Purchase Order Message Received
Triggers when purchase order message received.
Trigger
Instant
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Quote Converted to Sales Order
Triggers when a quote is converted to order.
Trigger
Instant
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Quote Status Changed
Triggers when a quote status changes
Trigger
Instant
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Sales Order Status Changed
Triggers when a sales order status changes
Trigger
Instant
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Task Status Changed
Triggers when a task status changes.
Trigger
Instant
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- Message ID
Action
Write
- Purchase Order ID
Action
Write
- Order ID
  Required
Action
Write
- Do you want to perform an upsert?
- Name
  Required
- Website
- Resale Number
- Tax Identification Number
- Tax Exempt
- First Name
- Last Name
- Email
- Phone
- Fax
- Can Receive SMS
Action
Write
- Job ID
  Required
Action
Write
- Order ID
  Required
Action
Write
- Order ID
Action
Write
- Sales Order ID
  Required
- Message to Send
  Required
Action
Write
- Contact Id
  Required
Action
Search
- Invoice Id
  Required
Action
Search
- Task Id
  Required
Action
Search
- Sales Order/Quotes Id
  Required
Action
Search
- Vendor Id
  Required
Action
Search
- Item_created_in_board_copy
- Board ID
  Required
Trigger
Instant
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New Board
Triggers when a new board is created.
Trigger
Polling
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- Board ID
  Required
- Column IDs
  Required
Trigger
Instant
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- Board ID
  Required
- Column ID
  Required
Trigger
Instant
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New User
Triggers when a new user joins your monday.com account.
Trigger
Polling
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- Board ID
  Required
- Group ID
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- New Item Name Value
  Required
Action
Write
- Board Name
  Required
- Board Kind
  Required
- Template Id
- Workspace Id
Action
Write
- Board ID
  Required
- Group Name
  Required
Action
Write
- Board ID
  Required
- Item Name
  Required
- Subitem Name
  Required
Action
Write
- Board ID
  Required
- Group ID
  Required
Action
Write
- Board ID
  Required
- Group ID
  Required
- New Group Title
- Should add group to top?
Action
Write
- Board
  Required
- Item
  Required
- Group
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- Column
  Required
- File
  Required
- File Name
  Required
Action
Write
- Board
  Required
- Column to Search
  Required
- Include Subitems?
Action
Search
- Board ID
  Required
- User :
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
- Column
Action
Search
- Board ID
  Required
Action
Search

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

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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.

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Related categories

Printing

monday.com + YoPrint

monday.com + YoPrint

Create new items in monday.com when quotes convert to sales orders in YoPrint

More things you can do with YoPrint and monday.com

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