YoPrint

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 Changed
Triggers when a sales order or quote status changes.
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?

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

Contact Deleted
Triggers when a contact is deleted.
Trigger
Instant
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Customer Created
Triggers when a customer is created.
Trigger
Instant
Try It
Customer Message Bounced
Triggers when customer message bounced.
Trigger
Instant
Try It
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
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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 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
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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 YoPrint

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

Related categories

Printing

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YoPrint

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

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

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

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

Website

Resale Number

Tax Identification Number

Tax Exempt

First Name

Last Name

Email

Phone

Fax

Can Receive SMS

Change Sales Order Status

Order ID

Send Sales Order Message

Sales Order IDRequired

Message to SendRequired

Customer by Id

Customer IdRequired

About YoPrint

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