Here's how to have a customer enter their info into a form on your website and automatically generate a new Inquiry within Printavo.
This makes it very simple to have potential clients inquire about custom orders & automatically be notified through Printavo and your email account.
Laura walks you through the process below:
You'll need the following:
You'll need the following fields in your Typeform form to correctly populate your Printavo Inquiry with actionable information:
Head to Zapier after you've got everything set up and create a new Zap.
When a potential client fills out your form, it will trigger the Zapier automation.
Be sure to choose the right Typeform account:
Laura only has one form in this example. You might have more!
Fill out a dummy response on your form. This lets you test whether you're pulling the correct data & test your automated inquiry's fields.
Make Printavo the recipient of your Typeform data. This tells Printavo to make a new Inquiry with the Typeform data!
Pick the right Printavo account to send data to:
Match the correct Typeform information to the correct Printavo fields! You can see Laura's sample info applied correctly below:
You can see how the form data will appear.
Once it's into Printavo, it will appear like this within your Inquiries menu:
We love to hear about how print shops harness automation in their workflow. We love automation, you should too! Drop us a line if you've got a cool tip for us about automation.
Printavo is simple shop management software. Whether your shop works with screen printing, embroidery, signage, digital printing, or awards & engraving–we make your complex workflow simpler to manage and understand. Printavo keeps your shop organized by handling scheduling, estimates, quote approvals, workflow, payments, accounting and more. With Printavo, you’ll work smarter–not harder.Try Printavo