Connect Epos Now and PreciseFP

Both apps 33Epos Now 15PreciseFP 18

• Trigger
  New Customer

  Triggers when a new customer is added in Epos Now.

• Trigger
  New Product

  Triggers when a new product is added in Epos Now.

• Trigger
  New Transaction

  Triggers when a new sale (transaction) is recorded in Epos Now.

• Action
  Add a New Customer

  Creates a new customer in Epos Now and returns it with its new ID.

• Action
  Add a New Product

  Creates a new product in Epos Now and returns it with its new ID.

• Action
  Add New Transaction

  Records a new sale in Epos Now for one product and one payment, and returns the transaction.

• Action
  Delete Customer

  Deletes an Epos Now customer by ID.

• Action
  Delete Product

  Deletes an Epos Now product by ID.

• Action
  Delete Transaction

  Deletes an Epos Now transaction by ID.

• Action
  Find Customer by Email

  Finds Epos Now customers whose email address matches the one given.

• Action
  Find Transaction by Barcode

  Finds an Epos Now transaction by the barcode printed on its receipt.

• Action
  Get Customer

  Returns one Epos Now customer by ID, with name, contact details, balance and points.

• Action
  Get Product

  Returns one Epos Now product by ID, with its prices, barcode and category.

• Action
  Update Customer

  Updates an existing Epos Now customer and returns the updated record.

• Action
  Update Product

  Updates an existing Epos Now product and returns the updated record.

• Trigger
  New Client/Prospect

  Triggers when a new client or prospect account is created in PreciseFP.

• Trigger
  New Client/Prospect Staged in Pipeline

  Triggers when a PreciseFP client or prospect account is moved to a pipeline stage.

• Trigger
  New Form Engagement Completed

  Triggers when a client or prospect completes a PreciseFP form engagement.

• Trigger
  New Form Engagement Created

  Triggers when a client or prospect is sent a new PreciseFP form engagement.

• Trigger
  New Form Engagement Opened

  Triggers when a client or prospect opens a PreciseFP form engagement.

• Trigger
  New PDF Engagement Completed

  Triggers when a PreciseFP PDF engagement is completed (closed).

• Trigger
  New PDF Engagement Created

  Triggers when a new PreciseFP PDF engagement is created.

• Action
  Close Form Engagement

  Closes a PreciseFP form engagement so the client can no longer edit it.

• Action
  Create Account

  Creates a new PreciseFP client or prospect account with its main client contact.

• Action
  Create Form Engagement

  Sends a PreciseFP form template to an account's client or co-client as a new form engagement.

• Action
  Create Person

  Adds a person (such as a child or dependent) to a PreciseFP account's household.

• Action
  Delete Account

  Deletes a PreciseFP client or prospect account. PreciseFP asks for your login password to confirm the deletion.

• Action
  Find Account

  Searches PreciseFP client and prospect accounts by name or email and returns the matching accounts.

• Action
  Find Account by Id

  Returns a PreciseFP client or prospect account by its ID, including the client, co-client and pipeline stage.

• Action
  Get Form Engagement Data

  Returns the answers a client entered in a PreciseFP form engagement, one entry per field.

• Action
  List Form Templates

  Returns the form templates available to the connected PreciseFP user.

• Action
  Move the Account to a Pipeline Stage

  Moves a PreciseFP client or prospect account to the chosen pipeline stage.

• Action
  Update Account

  Updates a PreciseFP client or prospect account's type and main client details.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.