Printavo Steps

These steps use Printavo’s API (version 2) to look up and create customers and create quotes. They all need the printavo_api_token credential; see Printavo credential.

In Printavo a customer is the company and a contact is the person. A quote attaches to a contact, so the customer steps return both ids and printavo_create_quote takes the contact_id.

printavo_find_customer

Looks up a contact by email. Read-only.

Setting	Required	What it does
`email`	Yes	The email address. Matching ignores case.

Output: found, and when found contact_id, customer_id, email, first_name, last_name, full_name, phone, company_name, and id (the same as contact_id).

printavo_find_or_create_customer

Returns the contact with that email, or creates a customer with it as the primary contact. Safe to run twice.

Setting	Required	What it does
`email`	Yes	The email address.
`name`	No	A full name, split into first and last name.
`first_name`, `last_name`	No	Used instead of splitting `name`.
`phone`	No	The phone number.
`company_name`	No	The customer (company) name.

Output: as printavo_find_customer without found, plus was_created.

printavo_create_customer

Creates a customer every time it runs. Prefer printavo_find_or_create_customer unless you want a new customer on every submission.

Setting	Required	What it does
`email`	Yes	The contact’s email address.
`first_name`, `last_name`, `phone`, `company_name`	No	The contact and company details.

Output: contact_id, customer_id, email, first_name, last_name, full_name, phone, company_name, id.

printavo_create_quote

Creates a quote for a contact. Each run creates a new quote.

Setting	Required	What it does	Default
`contact_id`	Yes	Usually `"{{ steps.customer.contact_id }}"`.	—
`nickname`	No	The quote’s nickname in Printavo.	—
`description`	No	Stored as the quote’s customer note.	—
`production_note`	No	Stored as the internal production note.	—
`user_id`	No	The Printavo user who owns the quote.	No owner
`customer_due_date`	No	`YYYY-MM-DD`.	14 days from today
`due_at`	No	An ISO 8601 date and time.	30 days from today, 17:00 UTC

customer_id is still accepted in place of contact_id for older workflows; it is treated as a contact id.

Output: id, visual_id, nickname, description, url, public_url, customer_due_at, due_at.

[
  { "name": "customer", "type": "printavo_find_or_create_customer",
    "config": { "email": "{{ data.email }}", "name": "{{ data.full_name }}",
                "company_name": "{{ data.company }}" } },
  { "name": "quote", "type": "printavo_create_quote",
    "config": { "contact_id": "{{ steps.customer.contact_id }}",
                "nickname": "Web quote — {{ labels.product }}",
                "description": "{{ labels.details }}" } }
]

Use data.* for values Printavo stores as identifiers and labels.* for text a person reads in Printavo.

Errors

Code	Usual cause
`credential_not_configured`, `credential_unreadable`	The credential is missing, or stored but cannot be decrypted.
`config_error`	`email` or `contact_id` is empty, or the stored credential lacks `email` or `token`.
`auth_failed`	Printavo answered 401 or 403. Check the email and token.
`external_4xx`	Printavo rejected the request. GraphQL errors, including “Account not active”, arrive as this code with Printavo’s message.
`rate_limited`, `external_5xx`	Printavo is limiting or failing requests.