From Anthony, Customer Care Specialist at 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:
Let's get started.
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.
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!
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