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You can use the Printavo connector to manage the following key use cases in a business scenario:

The following diagram illustrates the steps you need to follow in each of these use cases and the external applications (SalesBinder, Sendloop, Base CRM and FreshBooks) you could integrate with along the way using the relevant ESB connectors.

Note

Please make sure that the following are created/configured in your SalesBinder account before starting to execute the scenarios:\

  1.  Create an item category named 'Screen Printing'.
  2. Add custom fields to the created category as below :
    1. printavo_product: The product ID of the Printavo product will be stored here once it is created. (Product will be created only if this field is empty).    
    2. campaign_creation: This field should store 'true' or 'false'. ('true' : Campaign should be created for the item).    
    3. campaign_subject: This field should contain the text to be used as the e-mail campaign subject.   
    4. campaign_link: This field should contain a HTML link which should be provided in the campaign. 
    5. campaign_listId: This field should contain a Sendloop subscriber list ID to which the campaign should be sent. 
    6. campaign_content: This field should contain a content which should be provided in the campaign. 
    7. campaign_contentHeading: This field should contain a heading which should be provided in the campaign content. 

All the properties form (c.) to (g.) should be considered mandatory if the campaign_creation is set to 'true'.


Please make sure that the following are configured in your Base CRM account before starting to execute the scenarios:

  1.  Deal custom field named 'printavo_quote' (Text field with a limit of 25 characters - Not mandatory).
  2. Contact custom field named 'printavo_customer' (Text field with a limit of 25 characters - Not mandatory).

Please make sure that the following are configured in your Sendloop account before starting to execute the scenario.

  1.  Make sure to only add one additional field as 'name' to the subscriber details. (It stores the name by splitting first name and last name with a white space).

Environment Setup to Run the Printavo Scenarios

  • Follow the instructions given in the developer guide of the above connectors, and enable the ESB axis configurations accordingly.
  • If required, add the corresponding website security certificates to the ESB for these connectors. 
  • Add the following sequences and templates in the common directory (<PRINTAVO_CONNECTOR_HOME>/printavo-integrated-scenarios/src/common), to the ESB that are listed below:

    • sequences - faultHandlerSeq.xml
      removeResponseHeaders.xml 

    • templates - responseHandlerTemplate.xml

  • Each scenario folder consists of sub-folders named "Case-xxx". Before executing each case, be sure to read the corresponding use case for that using the links at the top of this page.
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