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Printavo - Create PDF, Word, Excel Documents
Printavo connects with Documentero to automatically create professional documents whenever key shop events occur. You can generate invoices, quotes, or order confirmations in .docx, .pdf, or .xlsx formats based on your own templates. This integration helps you keep customer records, financial details, and order updates organized without needing to manually prepare files.
Printavo
Documentero
Triggers
Watch Customers — Triggers when a new customer is created.
Watch Expenses — Triggers when a new expense is created.
Watch Inquiries — Triggers when a new inquiry is created.
Watch Payments — Triggers when a new payment is created.
Watch Payment Terms — Triggers when a new payment term is created.
Watch Orders — Triggers when a new order is created.
Watch Order Status — Triggers when a new order status is created.
Watch Tasks — Triggers when a new task is created.
Watch Update Orders — Triggers when an order is updated.
Watch Users — Triggers when a new user is created.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Printavo using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Printavo using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from new Printavo orders
Create branded order status update letters from Printavo changes
Export Printavo payment data into Excel reports
Generate printable customer contracts from new Printavo inquiries
Create custom payment term documents when Printavo adds new terms
Build detailed expense summaries from Printavo logs
Automatically generate user onboarding documents from new Printavo users
Create task assignment sheets when Printavo tasks are added
Export Printavo customer records into Word documents
Generate quote documents from Printavo order updates
How you can use Printavo + Documentero
Generate Customer Welcome Packets
When a new customer is added in Printavo, Documentero can create a personalized welcome PDF with your shop details and policies.
Create Order Confirmation Documents
Each time an order is placed in Printavo, Documentero can generate a branded confirmation letter in PDF or Word format.
Produce Expense Reports
When new expenses are logged in Printavo, Documentero can compile them into a monthly Excel report for accounting.
Build Payment Receipts
Every time a payment is recorded in Printavo, Documentero can generate a receipt in PDF format for customers.
Prepare Task Summaries
Whenever new tasks are created in Printavo, Documentero can generate a task summary document for team distribution.
Setup Guides
Zapier Tutorial: Integrate Printavo with Documentero
- Create a new Zap in Zapier.
- Add Printavo to the zap and choose one of the triggers (Watch Customers, Watch Expenses, Watch Inquiries). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Printavo trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Printavo with Documentero
- Create a new scenario in Make.
- Add Printavo to the scenario and choose one of the triggers (Watch Customers, Watch Expenses, Watch Inquiries). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Printavo trigger.
- Run or schedule your scenario and verify the output.
