Printavo Automated New Customer Onboarding
When a new customer places their first order in Printavo, WebRun reads their contact and job details, drafts a personalized welcome email with art file requirements in Gmail, and prepares a DocuSign envelope for your print agreement or terms so the customer is properly onboarded before production begins.
How do I automatically onboard new screen printing customers when their first order comes in?
When a new customer places their first Printavo order, WebRun reads their contact and job details, drafts a personalized welcome email with art file specifications in Gmail, and prepares a pre-filled DocuSign print agreement envelope for team review. No email or document reaches the customer without a human approving it.
- New customers receive a professional welcome within minutes of their first order
- Art file requirements are communicated clearly before production prep begins
- Print agreement DocuSign envelopes are prepared automatically for every new customer
Built for screen printing shops · embroidery businesses · custom apparel decorators · print shop customer success teams
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
www.printavo.comin a real browser with your saved login - no setup, no API keys. -
1
Printavo - detect new first-time customer order
printavo.com
WebRun opens Printavo to detect new first-time customer order. - Open Printavo and identify orders placed by customers with no prior completed order history
- Capture the customer name, email, phone, job type, quantity, and order total
- Note the decoration method (screen printing, embroidery, digital) to personalize art requirements
Done when The new first-time customer is identified with their contact details and order context.
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2
Gmail - draft welcome email with art requirements
gmail.com
WebRun opens Gmail to draft welcome email with art requirements. - Draft a welcome email thanking the new customer and explaining the production process
- List the art file specifications required for their decoration method (resolution, file format, color mode)
- Include next steps and who to contact with questions
- Leave the draft unsent for a team member to review and send
Done when A personalized welcome and art-requirements email draft is ready in Gmail for team review.
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3
DocuSign - prepare print agreement envelope
docusign.com
WebRun opens DocuSign to prepare print agreement envelope. - Prepare a DocuSign envelope using your standard print agreement or terms template
- Pre-fill the customer name, order number, and contact email from the Printavo record
- Leave the envelope in draft status for team review before sending to the customer for signature
Done when A print agreement DocuSign envelope is prepared and waiting in draft for team review.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it send the welcome email or DocuSign envelope without my approval?
No. Both the Gmail draft and the DocuSign envelope are left in draft status for team review. Nothing reaches the customer until a human sends it.
What if the customer has ordered before under a slightly different name?
WebRun checks for prior orders linked to the same email address in Printavo, so duplicate onboarding is avoided even if the customer name differs slightly between orders.
Can I use my own print agreement template in DocuSign?
Yes. You point WebRun at your existing DocuSign template during setup. It pre-fills the customer details but uses your document exactly as you have written it.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.