HirePOS + Jotform
Assign prefilled forms in Jotform for new quotes in HirePOS
When a new quote is created in HirePOS, this workflow ensures a form is promptly assigned in Jotform. It's an effortless way to keep track of new quotes by utilizing pre-filled forms in Jotform. This automation saves time and reduces manual data entry, allowing you to focus on processing quotes and improving your customer service.
When a new quote is created in HirePOS, this workflow ensures a form is promptly assigned in Jotform. It's an effortless way to keep track of new quotes by utilizing pre-filled forms in Jotform. This automation saves time and reduces manual data entry, allowing you to focus on processing quotes and improving your customer service.
- When this happens...New Quote
Triggers when a Quote record in HirePOS is created.
- automatically do this!Assign Prefilled Form
Invite assignees to complete your pre-populated form
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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
