How To: Use Zapier To Connect Printavo & Google Sheets

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. 

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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.”

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.

Step 4: Set your Action App as Google Sheets. 

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

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!

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.

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

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

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!