Zapier (Actions)

Updated 2 months ago by Shayne Cooper

Create Customer

Creates a new Customer in HirePOS.

The following is an example of data (JSON) posted to the Customers API endpoint.

 {
   "Company": "AnyDay Hire",
   "FirstName": "John",
   "LastName": "Smith",
   "Code": "1000",
   "AddressLine1": "1 Any Street",
   "AddressLine2": " ",
   "City": "Cairns",
   "State": "QLD",
   "Postcode": "4870",
   "Country": "Australia",
   "Phone1": "(07) 1000 0000",
   "Phone2": "",
   "Phone3": "",
   "Fax": "",
   "Email": "anyday@hirepos.com.au",
   "ReferralSource": "",
   "Notes": "Great customer"
 }

Create Lead

Creates a new Lead in HirePOS.

The following is an example of data (JSON) posted to the Leads API endpoint.

 {
   "Company": "AnyDay Hire",
   "FirstName": "John",
   "LastName": "Smith",
   "Code": "1000",
   "AddressLine1": "1 Any Street",
   "AddressLine2": "",
   "City": "Cairns",
   "State": "QLD",
   "Postcode": "4870",
   "Phone1": "(07) 1000 0000",
   "Phone2": "",
   "Phone3": "",
   "Fax": "",
   "Email": "anyday@hirepos.com.au",
   "Notes": "Hot lead"
 }

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.

Important: Before you create a Website Booking Zap, you must go to Setup > Preferences > Online Store, review your store configuration settings, then click Save Changes. Your Zap will not test successfully during the Zap setup process unless you have saved these Online Store preferences at some point, as this process will ensure your Website Bookings database is running on the latest version.

The following is an example of data (JSON) posted to the WebsiteBookings API endpoint.

BookingDate is the date that will ultimately become the Invoice Date. If you need to use the current date/time you can use the {{zap_meta_human_now}} command in your zaps.

{
    "BookingDate": "1/01/2021",
    "EstDateFrom": "1/02/2021 8:00 am",
    "EstDateTo": "1/03/2021 4:00 pm",
    "Company": "AnyDay Hire",
    "FirstName": "John",
    "LastName": "Smith",
    "AddressLine1": "1 Any Street",
    "AddressLine2": "",
    "City": "Cairns",
    "State": "QLD",
    "Postcode": "4870",
    "Country": "Australia",
    "Phone1": "(07) 1000 0000",
    "Phone2": "",
    "Phone3": "",
    "Fax": "",
    "Email": "",
    "DeliveryAddressLine1": "10 Somewhere",
    "DeliveryAddressLine2": "",
    "DeliveryCity": "Cairns",
    "DeliveryState": "QLD",
    "Comments": "Call on arrival.",
    "Items": [{"Code": "1000", "Quantity": 7}, {"Code": "2000", "Quantity": 3}],
    "CustomField1": "Pick up from airport.",
    "CustomField2": "",
    "CustomField3": "",
    "CustomField4": "",
    "CustomField5": "",
    "CustomField6": "",
    "CustomField7": "",
    "CustomField8": ""
}

Check Availability

Checks availability of hire items.

The following is an example of data (JSON) posted to the Availability API endpoint.

{
    "DateFrom": "1/02/2021 8:00 am",
    "DateTo": "1/03/2021 4:00 pm",
    "Items": [{"Code": "1000", "Quantity": 7}, {"Code": "2000", "Quantity": 3}]
}

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