How to connect HirePOS + iAuditor by SafetyCulture
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- Deleted ItemTriggers 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.Trigger
- New QuoteTriggers when a Quote record in HirePOS is created.Trigger
- New or Updated CustomerTriggers when a Customer in HirePOS is created or updated via Setup > Customers.Trigger
- New or Updated InvoiceTriggers when a Sales record (Quote/Booking/Invoice) in HirePOS is created or updated.Trigger
- New or Updated ItemTriggers when an Item in HirePOS is created or updated via Setup > Items, or via Sales > Online Store > Setup Store Items.Trigger
- Create CustomerCreate a new Customer in HirePOSAction
- Create LeadCreates a new CRM Lead in HirePOSAction
- Create Website BookingCreates a new Website Booking in the HirePOS Online Store which can be Declined or Accepted into the backend HirePOS v5 web appAction
- iAuditor by SafetyCulture
Triggers when an action is created.
Scheduled
Trigger
- iAuditor by SafetyCulture
Triggers when any inspection is completed. Advanced provides additional fields.
Scheduled
Trigger
- iAuditor by SafetyCulture
Triggers when any inspection is completed.
Scheduled
Trigger
- iAuditor by SafetyCulture
Triggers when an inspection from a selected template is completed. Advanced provides additional fields.
Scheduled
Trigger
- iAuditor by SafetyCulture
Triggers when an inspection from a selected template is completed.
Scheduled
Trigger
- iAuditor by SafetyCulture
Creates a link that you can use to edit an inspection in iAuditor (web app and mobile app). Please note that the "view, edit" access level is required at a minimum to edit inspections.
Scheduled
Action
- iAuditor by SafetyCulture
Gets an exported inspection report. Either a PDF or Word (.docx) file.
Scheduled
Action
- iAuditor by SafetyCulture
Creates a link that you can use to view an inspection report without logging in to iAuditor.
Scheduled
Action
- iAuditor by SafetyCulture
Shares an inspection with users and/or groups in your organization. Please note that the "view, edit" access level is required at a minimum to share inspections.
Scheduled
Action
- iAuditor by SafetyCulture
Starts an inspection from a selected template.
Scheduled
Action
- iAuditor by SafetyCulture
Starts exporting an inspection report to PDF or Word. We recommend that you create a "Delay" following this action to allow iAuditor enough time to export the inspection report.
Scheduled
Action
- iAuditor by SafetyCulture
Finds a user in your organization by email.
Scheduled
Action
How HirePOS + iAuditor by SafetyCulture Integrations Work
- Step 1: Authenticate HirePOS and iAuditor by SafetyCulture.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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