Printavo + Checkvist Integration

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Printavo + Checkvist Integration

Create Checkvist list for new Printavo customer

When you create a new customer in Printavo, this automation will automatically create a related list in Checkvist. This makes it easy to track the progress of your customer's information and keep everything organized.

You can customize your Checkvist board however you like, and add as many tasks as needed to track the progress of your customer's information. Stay organized and efficient with Printavo and Checkvist!
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Checkvist + Printavo Integration

Create Printavo task for new Checkvist list

Are you looking for a way to keep track of your sales process and create task for yourself in Printavo? If so, you'll be glad to know that you can use Checkvist to create list of the steps in your sales process, and then create task in Printavo for each step.

This automation will help you stay organized and make sure that no steps are forgotten.
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Printavo + Checkvist Integration
1.
  • Printavo
    Customer is created in Printavo
  • Printavo
    Quote/Invoice is created in Printavo
  • Printavo
    Quote/Invoice is updated in Printavo
  • Printavo
    Invoice status is created in Printavo
  • Printavo
    Task is created in Printavo
  • Printavo
    Payment is created in Printavo
  • Printavo
    Inquiry is created in Printavo
  • Printavo
    Payment term is created in Printavo
  • Printavo
    User is created in Printavo
  • Printavo
    Expense is created in Printavo
  • Printavo
    Category is created in Printavo
  • Checkvist
    List item is created in Checkvist
  • Checkvist
    List is created in Checkvist
2.
  • Printavo
    Create customer in Printavo
  • Printavo
    Search customer in Printavo
  • Printavo
    Create task in Printavo
  • Printavo
    Create inquiry in Printavo
  • Printavo
    Update invoice status in Printavo
  • Printavo
    Search Quote/Invoice in Printavo
  • Printavo
    Create invoice in Printavo
  • Printavo
    Create payment in Printavo
  • Printavo
    Create expense in Printavo
  • Checkvist
    Create list in Checkvist
  • Checkvist
    Create list item in Checkvist
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