Send emails in Gmail for new or updated invoices in HirePOS
Stay on top of your invoicing with this efficient workflow. Whenever there's a new or updated invoice in HirePOS, it prompts an email to be sent from your Gmail account. This automation not only streamlines your billing process but also ensures prompt communication, keeping you, your team, and your clients in the loop every step of the way.
Stay on top of your invoicing with this efficient workflow. Whenever there's a new or updated invoice in HirePOS, it prompts an email to be sent from your Gmail account. This automation not only streamlines your billing process but also ensures prompt communication, keeping you, your team, and your clients in the loop every step of the way.
- When this happens...New or Updated Invoice
Triggers when a Sales record (Quote/Booking/Invoice) in HirePOS is created or updated.
- automatically do this!Send Email
Triggers when a new email appears in the specified mailbox.
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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 or Updated Customer
Triggers when a Customer in HirePOS is created or updated via Setup > Customers.
Try ItNew or Updated Item
Triggers when an Item in HirePOS is created or updated via Setup > Items, or via Sales > Online Store > Setup Store Items.
Try ItCompany
First Name
Last Name
Address Line 1
Address Line 2
City
State
Postcode
Phone 1
Phone 2
Phone 3
Fax
Email
Notes
New Quote
Triggers when a Quote record in HirePOS is created.
Try ItNew or Updated Invoice
Triggers when a Sales record (Quote/Booking/Invoice) in HirePOS is created or updated.
Try ItCompany
First Name
Last Name
Code
Address Line 1
Address Line 2
City
State
Postcode
Country
Phone 1
Phone 2
Phone 3
Fax
Email
Referral Source
Notes
Booking DateRequired
Booked From
Booked To
Event Date
Company
First Name
Last Name
Address Line 1
Address Line 2
City
State
Postcode
Country
Phone 1
Phone 2
Phone 3
Fax
Email
Delivery Address Line 1
Delivery Address Line 2
Delivery City
Delivery State
Branch Code
Reference
Invoice Category Name
Message
Comments
CodeRequired
Quantity
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
Custom Field 5
Custom Field 6
Custom Field 7
Custom Field 8