Connect Epos Now and Relate

Both apps 37Epos Now 15Relate 22

• 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
  Contact Created

  Triggers when a new contact is added in Relate.

• Trigger
  Entry Created

  Triggers when a new entry is added to a Relate list or process.

• Trigger
  Entry Updated

  Triggers when an entry in a Relate list or process is added or changed.

• Trigger
  New Recorded Meeting

  Triggers when a new recorded meeting is added in Relate (only meetings with at least one completed recording appear).

• Trigger
  Note Created

  Triggers when a new note is added in Relate.

• Trigger
  Organization Created

  Triggers when a new organization is added in Relate.

• Action
  Create Contact

  Creates a contact in Relate from a first name and/or email address, optionally linked to an organization.

• Action
  Create Note

  Creates a note on an organization in Relate, optionally linked to a deal.

• Action
  Create Organization

  Creates an organization in Relate from a name and/or website domain.

• Action
  Delete Contact

  Deletes a Relate contact.

• Action
  Delete Note

  Deletes a note in Relate.

• Action
  Delete Organization

  Deletes a Relate organization.

• Action
  Find Contact

  Finds a contact in Relate by email address or phone number and returns the first match.

• Action
  Find Entry From Organization Process

  Finds an organization's entry in a Relate process by organization ID.

• Action
  Find Note

  Returns the most recently updated notes in Relate, optionally only those updated after a given time; the first note is also returned on its own.

• Action
  Find Organization

  Returns Relate organizations, most recently updated first, optionally only those updated after a given time. The first organization's fields are also returned on their own.

• Action
  Get Contact

  Returns one Relate contact by its ID.

• Action
  Get Organization

  Returns one Relate organization by its ID.

• Action
  Get Recording

  Returns a meeting recording from Relate with its AI summary, topics, action items and transcript (summary and transcript are empty until processing is done).

• Action
  Update Contact

  Updates a Relate contact's name or email addresses.

• Action
  Update Note

  Updates a note's text or linked deal in Relate.

• Action
  Update Organization

  Updates a Relate organization's name or domains.

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