What you can automate

When new Booking in HirePOS, create meeting, then create call in Salesflare.

When new Quote in HirePOS, create opportunity in Salesflare.

When updated Booking in HirePOS, create meeting, then create call in Salesflare.

When new or Updated Customer in HirePOS, find or create account, then find or create contact, then add contact to account in Salesflare.

When new or Updated Invoice in HirePOS, create opportunity, then find or create contact in Salesflare.

When updated Quote in HirePOS, create opportunity in Salesflare.

About HirePOS

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

HirePOS operations on Zapier

Start a workflow when this happens

Approved Invoice — Triggers when an Invoice or Credit Note in HirePOS is approved.
Completed Branch Transfer — Triggers when a Branch Transfer in HirePOS is flagged as Completed and saved via Setup > Items.
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.
Maintenance Record Status Updated — Triggers when a 'New' Maintenence Record is created, or when the 'Status' is updated for an existing record.
New Booking — Triggers when a Booking record in HirePOS is created.

Show 10 more triggers

New Branch Transfer — Triggers when a new Branch Transfer in HirePOS is created via Setup > Items.
New Item — Triggers when an Item in HirePOS is created via Setup > Items.
New Quote — Triggers when a Quote record in HirePOS is created.
New or Updated Customer — Triggers when a Customer in HirePOS is created or updated via Setup > Customers.
New or Updated Invoice — Triggers when an Invoice in HirePOS is created or updated.
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.
Remote Quote Accepted — Triggers when a customer accepts a Quote remotely via email or SMS.
Remote Quote Declined — Triggers when a customer declines a Quote remotely via email or SMS.
Updated Booking — Triggers when a Booking in HirePOS is updated.
Updated Quote — Triggers when a Quote in HirePOS is updated.

Things Salesflare can make it do

Create Customer — Create a new Customer in HirePOS
Create Lead — Creates a new CRM Lead in HirePOS
Create Payment — Creates a new payment record against an Invoice in HirePOS and adjusts the Invoice balance
Create Website Booking — Creates a new Website Booking in the HirePOS Online Store which can be Declined or Accepted into the backend HirePOS v5 web app
Update Delivery/Pickup Status — Updates the status of a delivery/pickup job in HirePOS

HirePOS and Salesflare