Printavo

The Printavo modules allow you to monitor, create, update, send, retrieve, and list the customers, tasks, inquiries, payments, expenses, payment terms, orders, order status, and users in your Printavo account.

Getting Started with Printavo

Prerequisites

The module dialog fields that are displayed in bold (in the Make scenario, not in this documentation article) are mandatory!

Connecting Printavo to Make

1. Go to Make and open the Printavo module's Create a connection dialog.

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2. In the Connection name field, enter a name for the connection.

3. In the Email and Password fields, enter your Printavo account's login credentials and click Continue .

The connection has been established.

Customers

Triggers when a new customer is created.

Connection

Establish a connection to your Printavo account.

Limit

Set the maximum number of customers Make should return during one execution cycle.

Searches for customers or lists them all.

Connection

Establish a connection to your Printavo account.

Limit

Set the maximum number of customers Make should return during one execution cycle.

Gets a customer.

Connection

Establish a connection to your Printavo account.

Customer ID

Select or map the Customer ID whose details you want to retrieve.

Creates a new customer.

Connection

Establish a connection to your Printavo account.

Company

Enter (map) the customer's company name.

First Name

Enter (map) the customer's first name.

Last Name

Enter (map) the customer's last name.

User ID

Enter (map) the User ID assigned to the customer.

Customer Emails

Add the customer's email address(s).

Phone

Enter (map) the customer's phone number.

Default Payment Term ID

Select or map the customer's default Payment Term ID.

Extra Notes

Enter (map) the additional information about the customer.

Fax

Enter (map) the customer's fax number.

Tax Exempt

Select whether the customer is exempted from tax.

Tax Resale Number

Enter (map) the tax resale number.

Sales Tax

Enter (map) the sales tax percentage applicable to the customer.

Address 1

Enter (map) the customer's billing address. Enter the street name.

Address 2

Enter (map) the street name.

City

Enter (map) the city name.

State

Enter (map) the state name.

Zip

Enter (map) the area zip code.

Country

Enter (map) the country name.

Address 1

Enter (map) the customer's shipping address. Enter the street name.

Address 2

Enter (map) the customer's street name.

City

Enter (map) the city name.

State

Enter (map) the state name.

Zip

Enter (map) the area's zip code.

Country

Enter (map) the country name.

Sub-Customer Attributes

Enter (map) the sub-customers attributes:

First Name

Enter (map) the first name of the sub-customer.

Last Name

Enter (map) the last name of the sub-customer.

User ID

Select or map the User ID assigned to the sub-customer.

Phone

Enter (map) the phone number of the customer.

Email

Enter (map) the customer's email address.

Fax

Enter (map) the customer's fax number.

Updates a customer.

Connection

Establish a connection to your Printavo account.

Customer ID

Select or map the Customer ID whose details you want to update.

See the Create a Customer for the field descriptions.

Deletes a customer.

Connection

Establish a connection to your Printavo account.

Customer ID

Select or map the Customer ID you want to delete.

Tasks

Triggers when a new task is created.

Connection

Establish a connection to your Printavo account.

Limit

Set the maximum number of tasks Make should return during one execution cycle.

Lists all tasks.

Connection

Establish a connection to your Printavo account.

Limit

Set the maximum number of tasks Make should return during one execution cycle.

Gets a task.

Connection

Establish a connection to your Printavo account.

Task ID

Select or map the Task ID whose details you want to retrieve.

Creates a new task.

Connection

Establish a connection to your Printavo account.

Task Name

Enter (map) a task name.

Due Date

Enter (map) the date by when the task must be completed.

Assigned User ID

Select or map the User ID to whom the task is assigned.

Taskable Type

Select or map the task type. For example, customer or order.

Taskable ID

Select or map the Customer ID or Order ID.

Updates a task.

Connection

Establish a connection to your Printavo account.

Task ID

Select or map the Task ID whose details you want to update.

Due Date

Enter (map) the date by when the task must be completed.

Task Name

Enter (map) a task name.

Assigned User ID

Select or map the User ID to whom the task is assigned.

Taskable Type

Select or map the task type. For example, customer or order.

Taskable ID

Select or map the Customer ID or Order ID.

Deletes a task.

Connection

Establish a connection to your Printavo account.

Limit

Set the maximum number of tasks Make should return during one execution cycle.

Payments

Triggers when a new payment is created.

Connection

Establish a connection to your Printavo account.

Limit

Set the maximum number of payments Make should return during one execution cycle.

Lists all payments.

Connection

Establish a connection to your Printavo account.

Limit

Set the maximum number of Payments Make should return during one execution cycle.

Gets a payment.

Connection

Establish a connection to your Printavo account.

Payment ID

Select or map the Payment ID whose details you want to retrieve.

Creates a new payment.

Connection

Establish a connection to your Printavo account.

Amount

Enter (map) the payment amount.

Name

Enter (map) the payment name.

Transaction Date

Enter (map) the date on which the payment was made.

Order ID

Select or map the Order ID associated with the payment.

Updates a payment.

Connection

Establish a connection to your Printavo account.

Payment ID

Select or map the Payment ID whose details you want to update.

Amount

Enter (map) the payment amount.

Name

Enter (map) the payment name.

Deletes a payment.

Connection

Establish a connection to your Printavo account.

Payment ID

Select or map the Payment ID you want to delete.

Inquiries

Triggers when a new inquiry is created.

Connection

Establish a connection to your Printavo account.

Limit

Set the maximum number of inquiries Make should return during one execution cycle.

Lists all inquiries.

Connection

Establish a connection to your Printavo account.

Limit

Set the maximum number of inquiries Make should return during one execution cycle.

Gets an inquiry.

Connection

Establish a connection to your Printavo account.

Inquiry ID

Select or map the Inquiry ID whose details you want to retrieve.

Creates a new inquiry.

Connection

Establish a connection to your Printavo account.

Customer Name

Enter (map) the customer's name.

Description

Enter (map) the inquiry text.

Customer Phone

Enter (map) the customer's phone number.

Customer Email

Enter (map) the customer's email address.

Updates an inquiry.

Connection

Establish a connection to your Printavo account.

Inquiry ID

Select or map the Inquiry ID whose details you want to update .

Customer Name

Enter (map) the customer name.

Description

Enter (map) the inquiry text.

Customer Phone

Enter (map) the customer's phone number.

Customer Email

Enter (map) the customer's email address.

Deletes an inquiry.

Connection

Establish a connection to your Printavo account.

Inquiry ID

Select or map the Inquiry ID you want to delete.

Expenses

Triggers when a new expense is created.

Connection

Establish a connection to your Printavo account.

Limit

Set the maximum number of expenses Make should return during one execution cycle.

Lists all expenses.

Connection

Establish a connection to your Printavo account.

Limit

Set the maximum number of customers Make should return during one execution cycle.

Gets an expense.

Connection

Establish a connection to your Printavo account.

Limit

Set the maximum number of expenses Make should return during one execution cycle.

Creates a new expense.

Connection

Establish a connection to your Printavo account.

Amount

Enter (map) the expense amount.

Name

Enter (map) the name of the expense.

Transaction Date

Enter (map) the date on which the expense was made.

Updates an expense.

Connection

Establish a connection to your Printavo account.

Expense ID

Select or map the Expense ID whose details you want to update.

Amount

Enter (map) the expense amount.

Name

Enter (map) the name of the expense.

Transaction Date

Enter (map) the date on which the expense was made.

Orders

Triggers when a new order is created.

Connection

Establish a connection to your Printavo account.

Limit

Set the maximum number of orders Make should return during one execution cycle.

Searches for orders or lists them all.

Connection

Establish a connection to your Printavo account.

Query

Enter a keyword or phrase to search the orders based on the specified query.

Limit

Set the maximum number of orders Make should return during one execution cycle.

Gets information about a specific order.

Connection

Establish a connection to your Printavo account.

Order ID

Select or map the Order ID whose details you want to retrieve.

Creates a new order.

Connection

Establish a connection to your Printavo account.

User ID

Select or map the User ID who is creating the order.

Customer ID

Select or map the Customer ID whose order you are creating.

Customer Due Date

Enter (map) the date by when the customer order must be fulfilled.

Due Date

Enter (map) the date by when the order must be delivered.

Order Status ID

Select or map the Order Status ID: For example, In Production.

Custom Created at Date

Enter (map) the date on which the customer created the order.

Invoice Date

Enter (map) the date on which the order's invoice date.

Payment Due Date

Enter (map) the date on which the order's amount payment is due.

Sales Tax

Enter (map) the sales tax amount applicable to the order.

Discount

Enter (map) the discount amount applicable to the order.

Discount as Percentage

Select whether the mentioned discount is a percentage.

Order Nickname

Enter (map) any nickname for the order.

Approved

Select whether the order is approved.

Approved Name

Enter (map) the member name who has approved the order. The approved name is mandatory if approved is true.

Production Notes

Enter (map) the additional information about the ordered item's production. This information is visible to the customer and user accounts logged in.

Notes

Enter (map) the additional information about the order. This information is visible to the customer and to user accounts logged in.

Payment Term ID

Select or map the Payment Term ID applicable to the order.

Delivery Method ID

Select or map the delivery method of the order. For example, delivery or pickup.

Order Addresses Attributes

Add the order delivery or billing address:

Name

Enter (map) the contact person at the address.

Address 1

Enter (map) the street name.

Address 2

Enter (map) the street name.

City

Enter (map) the city name.

State

Enter (map) the state name.

Zip

Enter (map) the area zip code.

Country

Enter (map) the country name.

Line Item Attributes

Add the line item attributes for the order:

Unit Cost

Enter (map) the item unit cost amount.

Style Description

Enter (map) the item model or style details.

Style Number

Enter (map) the item model or style number.

Colo r

Enter (map) the item color.

Category ID

Select or map the item's Category ID.

S ize - 6 Months

Enter (map) the item's size details.

Size - 12 Months

Enter (map) the item's size details.

Size - 18 Months

Enter (map) the item's size details.

Size - 24 Months

Enter (map) the item's size details.

Size - 2 Toddler

Enter (map) the item's size details.

Size - 3 Toddler

Enter (map) the item's size details.

Size - 4 Toddler

Enter (map) the item's size details.

Size - 5 Toddler

Enter (map) the item's size details.

Size - Youth X-Small

Enter (map) the item's size details.

Size - Youth Small

Enter (map) the item's size details.

Size - Youth Medium

Enter (map) the item's size details.

Size - Youth Large

Enter (map) the item's size details.

Size - Youth X-Large

Enter (map) the item's size details.

Size - X-Small

Enter (map) the item's size details.

Size - Small

Enter (map) the item's size details.

Size - Medium

Enter (map) the item's size details.

Size - Large

Enter (map) the item's size details.

Size - X-Large

Enter (map) the item's size details.

Size - 2X-Large

Enter (map) the item's size details.

Size - 3X-Large

Enter (map) the item's size details.

Size -4X-Large

Enter (map) the item's size details.

Size - 5X-Large

Enter (map) the item's size details.

Taxable

Select whether the item price is taxable.

Image Attributes

Add the item's image details:

File URL Enter (map) the URL address of the production files.

Mime Type Enter (map) the file name with extension. For example, image.png.

Print Locations Attributes

Add the item's print location details if applicable.

Production Notes Files Attributes

Add the production files are used to store vectorized/digitized files in order:

File URL Enter (map) the URL address of the production files.

Mime Type Enter (map) the file name with extension. For example, image.png.

Order Fees Attributes

Add the order fess attributes for the order:

Amount Enter (map) the fee amount.

Description Enter (map) the details of the order fee.

Taxable Select whether this order fee amount is taxable.

Updates an existing order.

Connection

Establish a connection to your Printavo account.

Order ID

Select or map the Order ID whose details you want to update.

See the Create an Order for the field descriptions.

Deletes a specific order.

Connection

Establish a connection to your Printavo account.

Order ID

Select or map the Order ID you want to delete.

Payment Terms

Triggers when a new payment term is created.

Connection

Establish a connection to your Printavo account.

Limit

Set the maximum number of payment terms Make should return during one execution cycle.

Lists all payment terms.

Connection

Establish a connection to your Printavo account.

Limit

Set the maximum number of payment terms Make should return during one execution cycle.

Gets a payment term.

Connection

Establish a connection to your Printavo account.

Payment Term ID

Select or map the Payment Term ID whose details you want to retrieve.

Creates a new payment term.

Connection

Establish a connection to your Printavo account.

Name

Enter (map) the payment term name. For example, net 30.

Days

Enter (map) the number of days assigned for the payment term.

Updates a payment term.

Connection

Establish a connection to your Printavo account.

Payment Term ID

Select or map the Payment Term ID whose details you want to update.

Name

Enter (map) a new payment term name. For example, net 30.

Days

Enter (map) the number of days assigned for the payment term

Users

Triggers when a new user is created.

Connection

Establish a connection to your Printavo account

Limit

Set the maximum number of users Make should return during one execution cycle.

Lists all users.

Connection

Establish a connection to your Printavo account .

User ID

Set the maximum number of users Make should return during one execution cycle.

Gets a user.

Connection

Establish a connection to your Printavo account .

User ID

Select or map the User ID whose details you want to retrieve.

Order Statuses

Triggers when a new order status is created.

Connection

Establish a connection to your Printavo account.

Limit

Set the maximum number of order statuses Make should return during one execution cycle.

List order statuses.

Connection

Establish a connection to your Printavo account.

Limit

Set the maximum number of order statuses Make should return during one execution cycle.

Gets an order status.

Connection

Establish a connection to your Printavo account.

Order Status ID

Select or map the Order Status ID whose details you want to retrieve.

Other

Performs an arbitrary authorized API call.

Connection

Establish a connection to your Printavo account.

URL

Enter a path relative to https://www.printavo.com/api For example: /v1/tasks

Note

For the list of available endpoints, refer to the Printavo API Documentation.

Method

Select the HTTP method you want to use:

GET to retrieve information for an entry.

POST to create a new entry.

PUT to update/replace an existing entry.

PATCH to make a partial entry update.

DELETE to delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

The following API call returns all the customers from your Printavo account:

URL: /v1/Customers

Method: GET

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Matches of the search can be found in the module's Output under Bundle > Body > data. In our example, the 90 customers were returned:

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