YoPrint + YoPrint

YoPrint + YoPrint integrations

Convert quotes to sales orders in YoPrint when sales order/quote status changes

Streamline your sales process with this optimized workflow. When a status change occurs in your YoPrint sales order or quote, the system will seamlessly convert the quote to a sales order in the YoPrint app. This automation not only simplifies your tasks but also ensures a swift and efficient conversion process. Enhance your productivity and eliminate the need for manual updates with this real-time sales order management solution.

When this happens...
Sales Order/Quote Status ChangedThis trigger is deprecated and should not be used
TriggerInstant
automatically do this!
Convert Quote to Sales OrderConverts a Quote to Sales Order
ActionWrite

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Contact Created
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Contact Updated
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Customer Fund Deposited
Triggers when a fund deposited into Customer Wallet.
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Customer Deleted
Triggers when a customer is deleted.
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Customer Message Received
Triggers when customer message received.
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Artwork Approved
Triggers when a artwork is approved.
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Job Marked as Not Rush
Triggers when a Job is marked as not rush.
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Job Status Changed
Triggers when a job status changes.
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Order Approved
Triggers when an order is approved.
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Sales Order Created
Triggers when a sales order is created.
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Sales Order / Quote Marked as Rush
Triggers when a sales order is marked as rushed.
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Payment Received (Any Amount)
Triggers when an order received a payment of any amount.
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Payment Received (Full Amount)
Triggers when an order is fully paid.
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Purchase Order Message Bounced
Triggers when purchase order message bounced.
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Purchase Order Status Changed
Triggers when a purchase order status changes.
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Quote Created
Triggers when a quote is created.
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Sales Order Converted to Quote
Triggers when a sales order is converted to quote.
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Shipment Status Changed
Triggers when a shipment status changes.
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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

Contact Deleted
Triggers when a contact is deleted.
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Instant
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Customer Created
Triggers when a customer is created.
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Instant
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Customer Fund Withdrew
Triggers when a fund withdrew from Customer Wallet.
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Instant
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Customer Message Bounced
Triggers when customer message bounced.
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Customer Updated
Triggers when a customer is updated.
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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.
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Instant
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Message Status Changed
Triggers when either a sales order or purchase order message status changes.
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Instant
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Order Change Requested
Triggers when an order change is requested.
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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.
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Instant
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Refund Issued
Triggers when a refund is issued.
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Purchase Order Message Received
Triggers when purchase order message received.
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Quote Converted to Sales Order
Triggers when a quote is converted to order.
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Instant
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Quote Status Changed
Triggers when a quote status changes
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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

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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Convert quotes to sales orders in YoPrint when sales order/quote status changes

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