Printavo + Zoho CRM

Printavo + Zoho CRM integrations

Create module entries in Zoho CRM for new customers in Printavo

Boost your CRM processes with this efficient workflow. Whenever a new customer is added in Printavo, it prompts a corresponding module entry creation in Zoho CRM. This process saves you time on manual data entry, allowing you to focus on building strong relationships with your new customers.

When this happens...
New CustomerTriggers when a new customer is created.
TriggerPolling
automatically do this!
Create Module EntryCreates a new entry in a module
ActionWrite

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More things you can do with Printavo and Zoho CRM

Discover other triggers and actions you can use with Printavo and Zoho CRM

- Delivery Method ID
  Required
Trigger
Polling
Try It
New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
New Inquiry
Triggers when a new inquiry is created.
Trigger
Polling
Try It
New Quote/Invoice
Triggers when a new order is created.
Trigger
Polling
Try It
New Payment
Triggers when a new payment is created.
Trigger
Polling
Try It

New User
Triggers when a new user is created.
Trigger
Polling
Try It
- First Name
  Required
- 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

- Amount
  Required
- Description
  Required
- Transaction Date
  Required
- Details
- Order Id
Action
Write
- Customer Name
  Required
- Description
- Customer Phone
- Customer Email
Action
Write
- Order
  Required
- Amount
  Required
- Description
  Required
- Transaction Date
  Required
- Details
Action
Write
- Order ID
  Required
- Amount
  Required
- Category
- Description
- Transaction Date
Action
Write
- Order Id
  Required
- Invoice Status
  Required
- Customer
  Required
- User
  Required
Action
Write
- Delivery Method ID
  Required
Action
Search
- Email
- First Name
  Required
- 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
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
Try It
- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write
- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write

New Category
Triggers when a new category is created.
Trigger
Polling
Try It
New Expense
Triggers when a new expense is created.
Trigger
Polling
Try It
New Invoice Status
Triggers when a new invoice status is created.
Trigger
Polling
Try It
New Payment Term
Triggers when a new payment term is created.
Trigger
Polling
Try It
New Task
Triggers when a new task is created.
Trigger
Polling
Try It
Updated Quote/Invoice
Triggers when an order is updated.
Trigger
Polling
Try It
- Company
  Required
- 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
- Amount
  Required
- Description
  Required
- Transaction Date
  Required
- Order Id
Action
Write
- User
  Required
- 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
- Price
  Required
- General Quantity
- Description
- Shipping Company Name
- Shipping Customer Name
- Billing Company Name
- Billing Customer Name
- Nickname
- Customer Due Date
  Required
- Customer
  Required
- Invoice Status
  Required
- Production Due Date
  Required
- 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
- Amount
  Required
- Description
  Required
- Transaction Date
  Required
Action
Write
- Order Id
- Assigned User
- Due Date
  Required
- Name
Action
Write
- Email Address
Action
Search
- Quote/Invoice ID
  Required
Action
Search
- Quote/Invoice ID
  Required
- User ID
  Required
- Line Items
- Customer ID
  Required
- Orderstatus ID
  Required
- Production Due Date
  Required
- Customer Due Date Date
  Required
- Notes
- Production Notes
- Sales Tax
Action
Search or write
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related Module
  Required
- Related Entry ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search

About Printavo

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

Learn moreLearn moreHelpHelp

Related categories

Printing

About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Premium

Zoho

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Related Zap Templates

Create or update Zoho CRM module entries for new customers in Printavo

Related Zap Templates

Create or update Zoho CRM module entries for new customers in Printavo