Lessons & Learnings

Knowledge to help grow, improve and build a profitable business — to your inbox.

How To: Use Zapier To Connect Printavo & Google Sheets

Business Lessons

From Anthony, Customer Care Specialist at Printavo:

You can connect Printavo Quote/Invoices to a Google Sheet automatically with Zapier. This makes it easy to log specific details about jobs and store the information outside of Printavo.

It takes 8 steps, and just a few minutes, to have Printavo link up with Google Sheets.

Watch the tutorial:

Before you begin, you’ll need the following things to complete this automation:

  • Premium Printavo subscription
  • Zapier account
  • Google Sheet you want to populate with Quote/Invoice data

Let's get started. 


How To Connect Printavo To Google Sheets

Step 1: Log in to Zapier and create a new Zap.

Step 2: Set your Trigger App to be Printavo. Your specific Trigger from Printavo will be “New Quote/Invoice.”

undefined

Step 3: Connect your Printavo account. Use the email that’s linked to your Printavo account, and your specific Printavo API Token available here. Then select your Printavo account.

2 API Token.png

Step 4: Set your Action App as Google Sheets. 

3 Action App.png

For your specific action, choose Create Spreadsheet Row. Ensure you’re signed in to the correct Google account!

4 Create Spreadsheet Row.png

Step 5: Choose the target Google Sheet you want to send your data to. You’ll also need to select the specific Worksheet tab you’re targeting.

Helpful tip: label the columns in your target Google Sheet with the data you’re going to send before you turn on your Zap!

5 Target Sheet.png

Step 6: Decide which information from the Printavo Quote/Invoice will be sent to the Google Sheet.

I’ve chosen very simple information. You should select information from the Quotes & Invoices that will help you the most.

Helpful tip: "visual_id" is the Printavo Quote/Invoice number.

6 Data To Zap.png

Step 7: Test it! Make sure the right information is sent exactly where you want it to go.

7 Test.png

Step 8: Turn on your Zap & enjoy the automated spreadsheet magic courtesy of Zapier.

8 Turn On Zap.png

That's it!

What Do You Automate?

Zapier is all about creativity: it's up to you find the perfect automation solution for your shop's setup!

Got a big idea for what to send to Google Sheets?

Maybe you've got a cool tip you'd like to share with us?

Sound off in the comments below or drop us a line!


Next Post: 3 Simple Tips To Save Money On Shipping In Your Screen Printing Shop

About Printavo

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
Get free business lessons delivered to your inbox.

No charge. Unsubscribe anytime.