Manage new or updated HirePOS customers by creating or updating contacts in Xero
Keep your business proceedings streamlined and organized with this efficient workflow. Every time there's a new or updated customer in your HirePOS system, this automation ensures their contact details are immediately updated or created in your Xero app. This not only saves time but also reduces the risk of errors, providing a smoother, hassle-free customer management experience.
Keep your business proceedings streamlined and organized with this efficient workflow. Every time there's a new or updated customer in your HirePOS system, this automation ensures their contact details are immediately updated or created in your Xero app. This not only saves time but also reduces the risk of errors, providing a smoother, hassle-free customer management experience.
- When this happens...New or Updated Customer
Triggers when a Customer in HirePOS is created or updated via Setup > Customers.
- automatically do this!Create/Update Contact
Triggers when you add a new contact.
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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