Pipedrive + Printavo
Create quotes/invoices in Printavo for new leads in Pipedrive
Easily manage and streamline your sales process with this efficient workflow that connects Pipedrive and Printavo. When a new lead is added in Pipedrive, it instantly generates a quote or invoice in Printavo, helping you save time and stay organized. Focus on closing deals while this automation takes care of the paperwork for you.
Easily manage and streamline your sales process with this efficient workflow that connects Pipedrive and Printavo. When a new lead is added in Pipedrive, it instantly generates a quote or invoice in Printavo, helping you save time and stay organized. Focus on closing deals while this automation takes care of the paperwork for you.
- When this happens...
New LeadTriggers when a lead is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create Quote/InvoiceCreates a new quote/invoice.
ActionWriteCreate a new record or update an existing record in your app.
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Copy
FilterRequired
Deal status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Lead
Triggers when a lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deleted Person
Triggers when an existing person is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Filter ID
Status
Board ID
Phase ID
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planFilter By
Field to Watch for Changes On
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.PersonRequired
LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IdRequired
Product Variation IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Status
Stage
Stage Warning
Pipeline
Deal Owner
Associated Organization
Associated Person
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FollowerRequired
Choose where to add the followerRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
Deal
Pin note to deal
Person
Pin note to person
Organization
Project
Pin note to organization
Lead
Pin note to lead
Pin note to project
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Person Name
Email Addresses
Phone Numbers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Project Template
Project BoardRequired
Project PhaseRequired
Description
Status
Owner
Start Date
End Date
Deals
Organization
Person
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Remove All Existing Labels?
Labels to Remove
Labels to Add
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
Deal IDRequired
Title
Status
Stage
Pipeline
Deal Owner
Associated Organization
Associated Person
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization to UpdateRequired
Organization Name
Organization Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
ProductRequired
Product Name
Product Code
Description
Unit
Tax percentage
Category
Owner
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TaskRequired
Title
Project
Description
Done
Due Date
Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity Subject
Search Type
Activity Owner
Activity Filter
Completion Status
Activity Type
Created After
Due Date After
Due Date Before
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
Include file data
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch By
Search TermRequired
Exact Match
ActionThis is an event a Zap performs.SearchFind existing data in your appField to search byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
Include file data
TitleRequired
Status
Stage
Stage Warning
Pipeline
Deal Owner
Associated Organization
Associated Person
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
Person Name
Email Addresses
Phone Numbers
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch By
Search TermRequired
Exact Match
TitleRequired
Project Template
Project BoardRequired
Project PhaseRequired
Description
Status
Owner
Start Date
End Date
Deals
Organization
Person
Labels
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Customer
Triggers when a new customer is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Inquiry
Triggers when a new inquiry is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Quote/Invoice
Triggers when a new order is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Payment
Triggers when a new payment is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew User
Triggers when a new user is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planFirst 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AmountRequired
DescriptionRequired
Transaction DateRequired
Details
Order Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer NameRequired
Description
Customer Phone
Customer Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrderRequired
AmountRequired
DescriptionRequired
Transaction DateRequired
Details
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Order IDRequired
AmountRequired
Category
Description
Transaction Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Order IdRequired
Invoice StatusRequired
CustomerRequired
UserRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Delivery Method IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appEmail
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DealRequired
Discount DescriptionRequired
Discount AmountRequired
Discount TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Add Multiple Products?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity Subject
Activity Owner
Organization
Deal
Lead
Project
Mark as Done
Activity Type
Use Combined Date and Time Field?
Duration
Mark as Busy
Note
Public Description
Primary Participant
Additional Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Deal
Person
Organization
Product
Activity ID
Note ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Person
Organization
Owner
Note
Pin note to lead
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
Source Channel ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization NameRequired
Organization Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product NameRequired
Product Code
Description
Unit
Tax percentage
Category
Owner
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
ProjectRequired
Description
Done
Due Date
Assignee
Parent Task
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity to UpdateRequired
Activity Subject
Activity Owner
Organization
Deal
Lead
Project
Mark as Done
Activity Type
Use Combined Date and Time Field?
Duration
Mark as Busy
Note
Public Description
Primary Participant
Additional Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Title
Owner
Organization
Person
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
Person to UpdateRequired
Person Name
Email Addresses
Phone Numbers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Title
Project Board
Project Phase
Description
Status
Owner
Start Date
End Date
Deals
Organization
Person
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Include file data
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization ID
Organization Items
Include Persons
Include Deals
Include Activities
ActionThis is an event a Zap performs.SearchFind existing data in your appNote IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TermRequired
Exact Match?
Assignee
Project
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appActivity Subject
Search Type
Activity Owner
Activity Filter
Mark as Done
Activity Type
Created After
Due Date After
Due Date Before
Organization
Deal
Lead
Project
Activity Type
Use Combined Date and Time Field?
Duration
Mark as Busy
Note
Public Description
Primary Participant
Additional Participants
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
Organization NameRequired
Organization Address
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
Product NameRequired
Product Code
Description
Unit
Tax percentage
Category
Owner
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch TermRequired
Exact Match?
Assignee
ProjectRequired
Done
TitleRequired
Description
Due Date
Parent Task
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Category
Triggers when a new category is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Expense
Triggers when a new expense is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Invoice Status
Triggers when a new invoice status is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Payment Term
Triggers when a new payment term is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planUpdated Quote/Invoice
Triggers when an order is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCompanyRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AmountRequired
DescriptionRequired
Transaction DateRequired
Order Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Order
AmountRequired
DescriptionRequired
Transaction DateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Order Id
Assigned User
Due DateRequired
Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email Address
ActionThis is an event a Zap performs.SearchFind existing data in your appQuote/Invoice IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appQuote/Invoice IDRequired
User IDRequired
Line Items
Customer IDRequired
Orderstatus IDRequired
Production Due DateRequired
Customer Due Date DateRequired
Notes
Production Notes
Sales Tax
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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