Epos Now + Paperless Forms

Create Epos Now customers from new Paperless Forms entries

Effortlessly streamline your customer management process with this Paperless Forms and Epos Now integration. When a new entry is added to Paperless Forms, this workflow will create a new customer in Epos Now, eliminating the need for manual data entry and ensuring your customer information stays up-to-date. Gain more time to focus on growing your business while this automation takes care of maintaining your customer records.

When this happens...
New Entry (Rest)
Triggers when a new entry is submitted.
TriggerInstant
automatically do this!
Add a New Customer
Adds a new customer.
ActionWrite

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Supported triggers and actions

- Form Name
Trigger
Instant
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New Customer
Triggers when a customer is created.
Trigger
Instant
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New Transaction
Triggers when a transaction is made.
Trigger
Polling
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- Booking Item
- Start DateRequired
- Created Date and Time
- Duration
- Notes
Action
Write
- NameRequired
- Description
- Category
- Sale Price
- Eat Out Price
- Cost Price
- Barcode
- Tax Rate
- Eat Out Tax Rate
- Cost Price Tax Rate
- Sell On Till
- Sell On Web
Action
Write

New Booking
Triggers when a booking is created.
Trigger
Instant
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New Customer Rating
Triggers when a customer gives you a new rating.
Trigger
Instant
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New Product
Triggers when a product is created.
Trigger
Instant
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- Title
- ForenameRequired
- Surname
- Business Name
- Date Of Birth
- Contact Number 1
- Contact Number 2
- Email Address
- Customer Type
- Notes
Action
Write
- Date and Time of TransactionRequired
- eposnow Transaction ClassRequired
- Transaction NameRequired
- Total Order ValueRequired
Action
Write

About Epos Now

Grow and manage your business in the cloud with the Epos Now point-of-sale platform. Harness powerful reporting, inventory management and customer loyalty. Easy setup and ongoing support. Access from anywhere on any device.