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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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
Code
Address Line 1
Address Line 2
City
State
Postcode
Country
Phone 1
Phone 2
Phone 3
Fax
Email
Referral Source
Notes
New Quote
Triggers when a Quote record in HirePOS is created.
Try ItNew or Updated Invoice
Triggers when an Invoice in HirePOS is created or updated.
Try ItUpdated Quote
Triggers when a Quote in HirePOS is updated.
Try ItCompany
First Name
Last Name
Address Line 1
Address Line 2
City
State
Postcode
Phone 1
Phone 2
Phone 3
Fax
Email
Notes
