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.
- When this happens...New or Updated CustomerTriggers when a Customer in HirePOS is created or updated via Setup > Customers.
- automatically do this!Create ItemCreate a new Item in a board
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More things you can do with HirePOS and monday.com
Discover other triggers and actions you can use with HirePOS and monday.com
- Approved Invoice
Triggers when an Invoice or Credit Note in HirePOS is approved.
Try ItTriggerInstant - 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 ItTriggerInstant - New Booking
Triggers when a Booking record in HirePOS is created.
Try ItTriggerInstant - New Item
Triggers when an Item in HirePOS is created via Setup > Items.
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- Completed Branch Transfer
Triggers when a Branch Transfer in HirePOS is flagged as Completed and saved via Setup > Items.
Try ItTriggerInstant - Maintenance Record Status Updated
Triggers when a 'New' Maintenence Record is created, or when the 'Status' is updated for an existing record.
Try ItTriggerInstant - New Branch Transfer
Triggers when a new Branch Transfer in HirePOS is created via Setup > Items.
Try ItTriggerInstant - New Quote
Triggers when a Quote record in HirePOS is created.
Try ItTriggerInstant






