Plutio + Printavo Integration

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Printavo + Plutio Integration

Create Plutio task for new Printavo customer

Printavo and Plutio are both powerful tools that, when used correctly, can help you become more productive.

When you create a customer in Printavo, do you also create a task in Plutio? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Printavo + Plutio Integration

Create Plutio task for new Printavo task

Printavo provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Printavo. Plutio is a great tool for this.

All you need to do is - integrate Plutio with Printavo to create task in Plutio automatically when certain task occur in Printavo. This can save you time by not having to manually create tasks in both systems.
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Printavo + Plutio Integration

Create Plutio person for new Printavo customer

Printavo is a great CRM tool for managing customer data, but it can be time-consuming to create a new person record in Plutio every time you add a new customer.

But don't worry anymore. With this Plutio Salesforce integration, you can connect your customer and person records, so that when a new customer is created in Printavo, you'll automatically receive a corresponding person record in Plutio.
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Plutio + Printavo Integration

Create Printavo customer for new Plutio proposal

If your business uses Plutio to create proposal, you'll want to make sure that your Printavo account is up-to-date with the latest customer information. This will ensure that you can track and measure each proposal's success rate and ultimately close more sales.

But what if you could automatically create a customer in Printavo each time you created a proposal? With this integration, you can! When you create a new proposal in Plutio, Integrately will automatically create a new customer in Printavo.
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Plutio + Printavo Integration

Create Printavo task for new Plutio proposal

With this Printavo and Plutio integration, it is easier than ever to create proposal. Now, when you create a proposal in Plutio, a corresponding task will be created in Printavo.

This makes it easy for you to keep track of your proposal and ensure that all necessary follow-ups are made. Plus, it's a great way to keep your sales process organized and streamlined. Give it a try today!
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Plutio + Printavo Integration
1.
  • Plutio
    Project is created in Plutio Instant
  • Plutio
    Project is updated in Plutio Instant
  • Plutio
    Task is created in Plutio Instant
  • Plutio
    Task is updated in Plutio Instant
  • Plutio
    Invoice is created in Plutio Instant
  • Plutio
    Invoice is updated in Plutio Instant
  • Plutio
    Person is created in Plutio Instant
  • Plutio
    Form is submitted in Plutio Instant
  • Plutio
    Catch all events in Plutio Instant
  • Plutio
    Template is created in Plutio Instant
  • Plutio
    Proposal is created in Plutio Instant
  • Plutio
    Form is created in Plutio Instant
  • Plutio
    Contract is created in Plutio Instant
  • Plutio
    Contract is updated in Plutio Instant
  • Plutio
    Company is created in Plutio Instant
  • Plutio
    Company is updated in Plutio Instant
  • Plutio
    Task board is created in Plutio Instant
  • Plutio
    Task group is created in Plutio Instant
  • 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
2.
  • Plutio
    Create Task in Plutio
  • Plutio
    Update Task in Plutio
  • Plutio
    Move a Task in Plutio
  • Plutio
    Create Person in Plutio
  • Plutio
    Search person/people in Plutio
  • Plutio
    Update Person in Plutio
  • Plutio
    Delete Person in Plutio
  • Plutio
    Create Project in Plutio
  • Plutio
    Create Invoice in Plutio
  • Plutio
    Update Invoice in Plutio
  • Plutio
    Delete Invoice in Plutio
  • Plutio
    Create person conversation in Plutio
  • Plutio
    Create company in Plutio
  • Plutio
    Create proposal in Plutio
  • Plutio
    Create contract in Plutio
  • Plutio
    Search invoice in Plutio
  • Plutio
    Get person by Id in Plutio
  • Plutio
    Find task in Plutio
  • Plutio
    Update contract in Plutio
  • Plutio
    Delete block in Plutio
  • Plutio
    Update company in Plutio
  • Plutio
    Update proposal in Plutio
  • Plutio
    Create Task Board in Plutio
  • Plutio
    Create Note in Plutio
  • Plutio
    Create Task Group in Plutio
  • 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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