HirePOS + monday.com
Create items in monday.com when new or updated customers emerge in HirePOS
Keep your customer data in HirePOS in sync with your monday.com boards. This automation starts whenever new or updated customer details are available in HirePOS and immediately creates a corresponding item in monday.com. It's an efficient way for businesses to maintain up-to-date information across platforms without any manual effort. With this setup, you gain time to focus more on managing your customers than worrying about data management.
Keep your customer data in HirePOS in sync with your monday.com boards. This automation starts whenever new or updated customer details are available in HirePOS and immediately creates a corresponding item in monday.com. It's an efficient way for businesses to maintain up-to-date information across platforms without any manual effort. With this setup, you gain time to focus more on managing your customers than worrying about data management.
- When this happens...New or Updated Customer
Triggers when a Customer in HirePOS is created or updated via Setup > Customers.
- automatically do this!Create Item
Create a new Item in a board
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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.
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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.
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