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 this happens...
New Quote
Triggers when a Quote record in HirePOS is created.
TriggerInstant
automatically do this!
Assign Prefilled Form
Invite assignees to complete your pre-populated form
ActionWrite

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Supported triggers and actions

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.
Trigger
Instant
Try It
New or Updated Customer
Triggers when a Customer in HirePOS is created or updated via Setup > Customers.
Trigger
Instant
Try It
New or Updated Item
Triggers when an Item in HirePOS is created or updated via Setup > Items, or via Sales > Online Store > Setup Store Items.
Trigger
Instant
Try It
- Company
- 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
Action
Write
- 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
Action
Write

- FormRequired
Trigger
Instant
Try It
- Select a formRequired
- Asignee emailRequired
- Invitation Message
- Assignee Permission
Action
Write

- Select a formRequired
Action
Write

New Quote
Triggers when a Quote record in HirePOS is created.
Trigger
Instant
Try It
New or Updated Invoice
Triggers when an Invoice in HirePOS is created or updated.
Trigger
Instant
Try It
Updated Quote
Triggers when a Quote in HirePOS is updated.
Trigger
Instant
Try It
- Company
- First Name
- Last Name
- Address Line 1
- Address Line 2
- City
- State
- Postcode
- Phone 1
- Phone 2
- Phone 3
- Fax
- Email
- Notes
Action
Write
- StatusRequired
- ProviderRequired
- ReferenceRequired
Action
Write
- DocumentRequired
Trigger
Polling
Try It
- Select a formRequired
- Assignee emailRequired
- Invitation Message
- Prefilled Field Permissions
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

About HirePOS

HirePOS® is a modern web application that assists with all aspects of hire rental businesses from start to finish.

Related categories

Accounting

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

Learn more