Assign prefilled forms in Jotform for new quotes in HirePOS
When a new quote is created in HirePOS, this workflow ensures a form is promptly assigned in Jotform. It's an effortless way to keep track of new quotes by utilizing pre-filled forms in Jotform. This automation saves time and reduces manual data entry, allowing you to focus on processing quotes and improving your customer service.
When a new quote is created in HirePOS, this workflow ensures a form is promptly assigned in Jotform. It's an effortless way to keep track of new quotes by utilizing pre-filled forms in Jotform. This automation saves time and reduces manual data entry, allowing you to focus on processing quotes and improving your customer service.
- When this happens...New Quote
Triggers when a Quote record in HirePOS is created.
- automatically do this!Assign Prefilled Form
Invite assignees to complete your pre-populated form
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Completed Branch Transfer
Triggers when a Branch Transfer in HirePOS is flagged as Completed and saved via Setup > Items.
Try ItMaintenance Record Status Updated
Triggers when a 'New' Maintenence Record is created, or when the 'Status' is updated for an existing record.
Try ItNew Branch Transfer
Triggers when a new Branch Transfer in HirePOS is created via Setup > Items.
Try ItNew Quote
Triggers when a Quote record in HirePOS is created.
Try It
Deleted Item
Triggers when an Item in HirePOS is deleted or made inactive via Setup > Items, or the Website Code or Website Description field is cleared in Sales > Online Store > Setup Store Items.
Try ItNew Booking
Triggers when a Booking record in HirePOS is created.
Try ItNew Item
Triggers when an Item in HirePOS is created via Setup > Items.
Try ItUpdated Booking
Triggers when a Booking in HirePOS is updated.
Try It




