PlatoForms + Printavo Integration

Connect PlatoForms to Printavo in 1 click

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Popular PlatoForms + Printavo Workflows

most-popular-automations
PlatoForms + Printavo Integration

Create Printavo customer for new PlatoForms response

When someone completes your PlatoForms, a new customer is automatically created in your Printavo. This way, you can quickly follow up with the response and turn them into a customer!

Plus, all of the information from the PlatoForms is automatically populated in the new customer, so you don't have to waste time manually entering data. Thus, having a PlatoForms - Printavo integration set up makes it easy to manage your customer relationships and grow your business.
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PlatoForms + Printavo Integration

Create Printavo task for new PlatoForms response

It's important to stay on top of your customer relationships, and one way to do that is to create Printavo tasks for new PlatoForms responses received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Printavo task for new PlatoForms response received today - your customers will thank you for it!
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PlatoForms + Printavo Integration
1.
  • PlatoForms
    New submission in PlatoForms Instant
  • Printavo
    Customer is created in Printavo
  • Printavo
    Quote/Invoice is created 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
  • Printavo
    Quote/Invoice is updated in Printavo
2.
  • PlatoForms
    Submit form in PlatoForms
  • 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
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