Zapier Actions
HirePOS Zapier actions allow you to create and update records in HirePOS as part of an automated Zap. When an action runs, Zapier sends the relevant data to the corresponding HirePOS API endpoint in JSON format.
Create Customer
The Create Customer action creates a new customer record in HirePOS.
When this action runs, the customer data configured in your Zap is sent in JSON format to the Customers API endpoint.
Use this action when you want to automatically create a HirePOS customer from information collected in another application.
Create Lead
The Create Lead action creates a new lead record in HirePOS.
When this action runs, the lead data configured in your Zap is sent in JSON format to your Leads API endpoint.
Use this action when you want to automatically add a new lead to HirePOS from another application or workflow.
Create Payment
The Create Payment action creates a new Payment record in HirePOS.
When this action runs, the Payment data configured in your Zap is sent in JSON format to your Payment API endpoint.
Create Website Booking
The Create Website Booking action creates a new booking through the HirePOS Online Store.
When this action runs, the booking data configured in your Zap is sent in JSON format to the WebsiteBookings API endpoint.
Using the Current Date and Time
To use the current date and time in your Zap, you can use Zapier's {{zap_meta_human_now}} value.
Managing the Booking in HirePOS
After the Website Booking is created, it appears on the Online Store Orders page in the HirePOS v5 web app.
The order can then be accepted or declined, just like an order submitted directly through the HirePOS Online Store.
When the order is accepted:
The Booking Date specified in the Zap is used as the Date Booked value in the Other tab of the newly created booking record.
The booking record's Invoice Date is set to the date and time the order was accepted, in UTC.
Update Delivery/Pickup Status
The Update Delivery/Pickup Status action updates the status of an existing delivery or pickup job in HirePOS.
When this action runs, the delivery or pickup status data configured in your Zap is sent in JSON format to the Availability API endpoint.
Use this action to automatically keep delivery and pickup job statuses in HirePOS up to date as part of a Zapier workflow.
