Purpose
1.2. Automates data flow for transactions, ensuring immediate syncing for sales, inventory, and customer profiles.
1.3. Facilitates automated notifications for successful payments, billing errors, and payment tracking.
1.4. Streamlines automating reconciliation and reporting for accounting.
1.5. Enables automated customer account updates, automating loyalty accrual and automated payment receipts.
Trigger Conditions
2.2. Change in membership status (activation, renewal, or expiration).
2.3. Automated refunds or payment disputes initiated in POS.
2.4. Real-time stock update for merchandise or equipment rentals.
2.5. New customer or account profile created or modified in POS.
Platform Variants
• Feature/Setting: Webhooks/API for transaction.created, configure webhook endpoint for automating payment notifications and inventory sync.
3.2. Shopify POS
• Feature/Setting: Admin API webhook (orders/create), automates invoice generation and billing record updates.
3.3. Toast POS
• Feature/Setting: Real-time API (Order Webhook), automate sending transaction and billing data to accounting system.
3.4. Lightspeed Retail
• Feature/Setting: eCom API event listener, automates invoicing, and updates rentals or merchandise availability.
3.5. Clover POS
• Feature/Setting: Orders API, automate triggers for payments, refunds, and order completion processing.
3.6. Vend (now Lightspeed X-Series)
• Feature/Setting: Webhooks for sale.created, automates receipting and financial sync.
3.7. Revel Systems
• Feature/Setting: Payment Events API, configure real-time automator for transaction validation and automated settlement.
3.8. SquareSpace Commerce
• Feature/Setting: Order API trigger, automate billing and automated receipt issue.
3.9. QuickBooks POS
• Feature/Setting: Automatable Data Sync API, automate integration with accounts receivable modules.
3.10. PayPal Zettle
• Feature/Setting: Transactions Webhook, configure auto-payment confirmation and customer notification.
3.11. ShopKeep
• Feature/Setting: API event triggers on new payment, automates cross-system reconciliation.
3.12. Stripe Terminal
• Feature/Setting: PaymentIntent webhook (payment_intent.succeeded), automate real-time updating of customer status.
3.13. WooCommerce POS
• Feature/Setting: Webhooks for order.created, automate accounting and receipting.
3.14. NCR Silver
• Feature/Setting: Silver API, automate real-time updates to rental and retail inventory.
3.15. TouchBistro
• Feature/Setting: Automated Report Export API, automate daily sales and payment data export.
3.16. Oracle Micros
• Feature/Setting: Transaction Service API, configure real-time automator for payment and customer profile updates.
3.17. Erply
• Feature/Setting: Sales Document Save Callback, automatedly triggers accounting and notification flows.
3.18. SumUp
• Feature/Setting: Webhook/API for transaction, automate syncing of sales/billing.
3.19. Bindo POS
• Feature/Setting: Events API, automates reconciliation with billing and CRM.
3.20. eHopper
• Feature/Setting: Cloud API Webhooks, automate customer and billing automated notifications.
3.21. Helcim
• Feature/Setting: Webhook endpoint for transaction.success, automate receipts and update in accounting software.
3.22. Vendus
• Feature/Setting: Sale Created Webhook, automate invoicing and real-time notifications.
Benefits
4.2. Enables automated updating of payment records, receipts, and financial reports.
4.3. Ensures inventory and rental item count is automatedly adjusted.
4.4. Drives automation of customer experience with instant payment confirmations and account updates.
4.5. Supports automating error handling and exception reporting for discrepancies.
4.6. Improves accuracy and speed of automated billing and end-of-day reconciliation.
4.7. Provides the foundation for automating advanced features like loyalty programs and custom notifications.
4.8. Allows for scalable, automatable processes reducing labor costs and the risk of human error.