Printavo updates
Printavo updates
www.printavo.com

Add Terms option to the `If ____ is approved,` Automation Trigger

In order to further increase the efficiency and flexibility of the If ____ is approved, automation trigger, a shop can now specify if the the automation should trigger if a quote/invoice has:

  • No Payment Term
  • Payment Term

For example, this new option allows the same Approval to send a no payment term quote/invoice to collect payment while the payment term quote/invoice can proceed to production.

If a shop has active payment terms of more that 0 days, then the If ____ is approved, trigger will have both options checked by default on all current automations and any new automations with this trigger.

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The label on the Automations page remains the same when it applies to all quotes/invoices.

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How to trigger only when the quote/invoice has no payment term

If a shop would like to only trigger the automation an order/invoice that has no payment term then simply uncheck the Payment term option.

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The label on the Automations page will reflect that this trigger only applied to quotes/invoices with no payment terms.

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How to trigger only when the quote/invoice has a payment term

If a shop would like to only trigger the automation an order/invoice that has a payment term then simply uncheck the No payment term option.

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The label on the Automations page will reflect that this trigger only applied to quotes/invoices with payment term.

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API Updates

The Printavo API has been updated to include:

  • Orders Search endpoint now accepts the sort_column and direction parameters for improved order search results.
  • Customers Search endpoint now accepts the exclude_sub_customers boolean for improved customer search results.

Further API information can be found at https://printavo.docs.apiary.io/

Misc Bug Fixes

  • Fixed an issue that would allow an account to create invalid custom url branding with whitespaces and underscores.

  • Fixed an issue that blocked a Merch Store Invoice from compiling if there was a missing email address and an automation associated to it.

  • Fixed an issue that a user without analytics permission could see analytics from More Actions on a quote/invoice.

  • Fixed broken links in alerts when an expired trial account is subscribing to Printavo.

“If all tasks in the [Preset Task List Name] preset task list have been completed,” Automation Trigger

In order to increase efficiency, a shop can now create an automation with the new If all tasks in [Preset Task List] preset task list have been completed, trigger to execute agains all automation actions.

Preset task list tasks can now be tracked so when the last task is completed it will trigger any action such as a status change and adding another preset task list.

This is generally used with pre-production tasks, where screens, ink, and shirts are ready to move a job into production.

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Example in action:

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Preset Tasks Lists can now be re-applied too. So if there is an art approval list and it is completed but the art is declined, just change the status back to re-trigger adding the art approval list again! Also if you double add a Preset Task list, no worries, only completed tasks will be re-added!

API Changes

Improved Address Validation with State and Country ISO Attributes on Addresses in the API

In order to improve and validate the address data that is created via the api customer and order addresses now have 2 new attributes that accept the ISO 3166 (alpha-2) format of:

  • state_iso - example: IL
  • country_iso - example: US

Addresses will be validated to make sure the state/province/region ISO code is valid within the country ISO code.

The state attribute currently accepts long names Illinois or ISO IL or even Illinioz which creates bad data for the Printavo account on the order and/or the customer when trying to create valid shipping and billing addresses. By sending the state_iso and country_iso the address can now be validated.

Further documentation can be found in the Printavo API docs: https://printavo.docs.apiary.io/

New in_production attributes in the Orders#Index API endpoint

In order to better sort and filter Orders based on their production due date the Orders#Index API endpoint has 2 new attributes in Date/Time standard ISO format:

Better EasyPost Webhook Handling

Improved an issue were Printavo would return a 404 instead of a 200 to the EasyPost webhook when an Invoice/Quote could not be found which would disable future EasyPost webhooks for the shop's EasyPost account.

Remove Limit on Sales Tax Rates in Analytics

Removed a limit on the number of sale tax rates that could be selected when filtering on Analytics > Sale Taxes instead of showing all sale tax rates.

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Merch Store's Orders Performance Improvement

Improved the performance of rendering orders with many personalizations on the Merch Store's Orders page to avoid timing out.

Reordering of Preset Task List Tasks

Fixed an issue where reordering of tasks on the second or greater preset task lists would not save.

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New Automations Suite

As part of the new Automations Suite, Status Change Notifications are now Automations in My Account.

Any existing account active Status Change Notification and old Automations have now been migrated to the new Automation layout with all existing content and configurations.

Each automation can now be dragged/dropped to organize and also turned On/Off. Automations can also be filtered by Trigger, Action or Status.

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We are really excited that each Automation is now configurable based on any Trigger or Action combination to meet the needs of each account.

Automations are no longer limited to pre-existing automations or a status only being able to send only an email or only a text.

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Available Triggers:

  • If [A Requested Approval] is approved…
  • If a quote/invoice is paid in full with no payment terms…
  • If status changed to… A Status can now be used any number of times.

Available Actions:

  • Send an email and/or text message to [desired recipient(s)]. Emails now have the option to also be sent emails using Cc and Bcc.
  • Apply the [Preset Task List] preset task list.
  • Request payment for [Percentage of Total]% amount. Includes option to email and/or text the request to the recipient(s)
  • Request [Approval Type] approval. Includes option to email and/or text the request to the recipient(s)
  • Change status to [desired status]

Here is more complete documentation on the power of the new Automations.