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Delete related products or locations from average sales report
Delete related products or locations from average sales report within a given date range. Set the schedule to run daily automatically or run manually when needed.
View templateExport Epos Now average product sales reports
This is a blank template to fetch and export Epos Now average product sales reports. Add filters and actions to build you own custom export.
View templateDelete related data from book keeping report
Delete related data from the book keeping report within a given date range. Set the schedule to run daily automatically or run manually when needed.
View templateExport Epos Now book keeping reports
This is a blank template to fetch and export Epos Now book keeping reports. Add filters and actions to build you own custom export.
View templateBook Keeping Report + Smart Data Updates
Fetch the Book Keeping report and update related records like products, customers, and staff. Great for tagging based on sales data or enriching records. Add filters and actions to build your own custom flow.
View templateDelete Epos Now brands
This is a blank template to fetch and delete Epos Now brands. Add filters to build you own custom flow.
View templateExport Epos Now brands
This is a blank template to fetch and export Epos Now brands. Add filters and actions to build you own custom flow.
View templateUpdate Epos Now brands
This is a blank template to fetch and update Epos Now brands. Add filters and actions to build you own custom flow.
View templateDelete related data from clocking data
Delete related data from the clocking data within a given date range. Set the schedule to run daily automatically or run manually when needed.
View templateExport Epos Now clocking data
This is a blank template to fetch and export Epos Now clocking data. Add filters and actions to build you own custom flow.
View templateDelete expired clocking types
Delete all clocking types that match your filters. Set the schedule to run daily automatically.
View templateExport Epos Now clocking types data
This is a blank template to fetch and export Epos Now clocking types data. Add filters and actions to build you own custom flow.
View templateUpdate Epos Now clocking types
This is a blank template to fetch and update Epos Now clocking types. Add filters and actions to build you own custom flow.
View templateDelete Epos Now colours
This is a blank template to fetch and delete Epos Now colours. Add filters to build you own custom flow.
View templateExport Epos Now colours
This is a blank template to fetch and export Epos Now colours. Add filters and actions to build you own custom flow.
View templateUpdate Epos Now colours
This is a blank template to fetch and update Epos Now colours. Add filters and actions to build you own custom flow.
View templateDelete Epos Now container fees
This is a blank template to fetch and delete Epos Now container fees. Add filters and actions to build you own custom flow.
View templateExport Epos Now container fees
This is a blank template to fetch and export Epos Now container fees. Add filters and actions to build you own custom flow.
View templateUpdate Epos Now container fees
This is a blank template to fetch and update Epos Now container fees. Add filters and actions to build you own custom flow.
View templateDelete Epos Now customer addresses and/or related data
This is a blank template to fetch and delete Epos Now customer addresses and/or related data. Add filters and actions to build you own custom flow.
View templateExport Epos Now customer addresses
This is a blank template to fetch and export Epos Now customer addresses. Add filters and actions to build you own custom flow.
View templateUpdate Epos Now customer addresses
This is a blank template to fetch and update Epos Now customer addresses. Add filters and actions to build you own custom flow.
View templateDelete Epos Now customer types
This is a blank template to fetch and delete Epos Now customer types. Add filters and actions to build you own custom flow.
View templateExport Epos Now customer types
This is a blank template to fetch and export Epos Now customer types. Add filters and actions to build you own custom flow.
View templateUpdate Epos Now customer types
This is a blank template to fetch and update Epos Now customer types. Add filters and actions to build you own custom flow.
View templateDelete customers and/or related data
Delete customers and/or related data. Set the schedule to run daily automatically.
View templateDelete expired customers
Delete all customers whose expiry date has passed. Set the schedule to run daily automatically.
View templateExport Epos Now customers
This is a blank template to fetch and export Epos Now customers. Add filters and actions to build you own custom flow.
View templateSync Epos Now customers into Klaviyo
Sync your Epos Now customer data to Klaviyo automatically, keeping your email lists and segments always up to date.
View templateAdd credit balance for customers who signed up at specific location(s)
Add credit balance to any customers who signed up at selected locations. Ideal for retrospectively adding credit to customer accounts.
View templateAdd loyalty points for customers who signed up at specific location(s)
Add loyalty points to any customers who signed up at selected locations. Ideal for retrospectively adding loyalty points to customer accounts.
View templateRedact customer data by customer type
Redact customer data for all customers of the specified customer types
View templateRedact customer data for expired customers
Redact customer data for all customers whose expiry date has passed. Set the schedule to run daily automatically.
View templateRedact customer data set number of days after sign up date
Redact customer data for all customers where it has been more than a set number of days after the sign up date. Set the schedule to run daily automatically.
View templateSet the customer credit balance every night to a preset value
Set the credit balance on customer accounts that match your filters every day at a specified time. Ideal for setting daily credit for staff to use on-site.
View templateSet the max credit limit for customers based on customer type
Set a max credit limit on customer accounts based on their customer type. Ideal for setting the max credit limit for all customers who are assigned a particular customer type.
View templateUpdate customer type based on sign up date
Update the customer type for customer who signed up more than a specified number of days ago
View templateUpdate customer type for expired customers
Update the customer type for all customers whose expiry date has passed. Set the schedule to run daily automatically.
View templateUpdate Epos Now customers
This is a blank template to fetch and update Epos Now customers. Add filters and actions to build you own custom flow.
View templateDelete related products from the daily sales report
Delete related products from the daily sales report within a given date range. Set the schedule to run daily automatically or run manually when needed.
View templateExport Epos Now product sales report
This is a blank template to fetch and export Epos Now product sales report. Add filters and actions to build you own custom export.
View templateExport recommended min/max stock levels based on quantity sold in time period
This template fetches the sales data for the specified time period and automatically exports the min/max stock levels based on the quantity sold. Perfect for reviewing before applying the updates.
View templateSet min/max stock levels based on quantity sold in time period
This template fetches the sales data for the specified time period and automatically sets the min/max stock levels based on the quantity sold. You can choose if the min/max levels should be set to the quantity sold, or as a percentage of quantity sold.
View templateUpdate Epos Now products based on sales report
This is a template to update Epos Now products based on the sales report. Useful for tagging products based on sales data. Add filters and actions to build you own custom flow.
View templateDelete related data from devices data
Delete related data from the devices data. Set the schedule to run daily automatically or run manually when needed.
View templateExport Epos Now devices
This is a blank template to fetch and export Epos Now brands. Add filters and actions to build you own custom flow.
View templateDelete Epos Now discount reasons
This is a blank template to fetch and delete Epos Now discount reasons. Add filters to build you own custom flow.
View templateExport Epos Now discount reasons
This is a blank template to fetch and export Epos Now discount reasons. Add filters and actions to build you own custom flow.
View templateUpdate Epos Now discount reasons
This is a blank template to fetch and update Epos Now discount reasons. Add filters and actions to build you own custom flow.
View templateDelete related data from the end of day report
Delete related data from the end of day report within a given date range. Set the schedule to run daily automatically or run manually when needed.
View templateExport Epos Now end of day reports
This is a blank template to fetch and export Epos Now end of day reports. Add filters and actions to build you own custom export.
View templateExport Epos Now end of day reports by tender
This is a blank template to fetch and export Epos Now end of day reports by tender. Add filters and actions to build you own custom export.
View templateExport Epos Now languages
This is a blank template to fetch and export Epos Now languages. Add filters and actions to build you own custom flow.
View templateExport Epos Now location areas
This is a blank template to fetch and export Epos Now location areas. Add filters and actions to build you own custom flow.
View templateDelete Epos Now locations
This is a blank template to fetch and delete Epos Now locations. Add filters and actions to build you own custom flow.
View templateExport Epos Now locations
This is a blank template to fetch and export Epos Now locations. Add filters and actions to build you own custom flow.
View templateUpdate Epos Now locations
This is a blank template to fetch and update Epos Now locations. Add filters and actions to build you own custom flow.
View templateUpdate the email address for locations based on location area
Update the email address for locations based on the selected location areas. Ideal for updating the email address for all locations under a location area to the same email address quickly.
View templateExport Epos Now multiple choice notes
This is a blank template to fetch and export Epos Now multiple choice notes. Add filters and actions to build you own custom flow.
View templateExport Epos Now petty cash reports
This is a blank template to fetch and export Epos Now petty cash reports. Add filters and actions to build you own custom export.
View templateDelete Epos Now pop up notes
This is a blank template to fetch and delete Epos Now pop up notes. Add filters to build you own custom flow.
View templateExport Epos Now pop up notes
This is a blank template to fetch and export Epos Now pop up notes. Add filters and actions to build you own custom flow.
View templateUpdate Epos Now pop up notes
This is a blank template to fetch and update Epos Now pop up notes. Add filters and actions to build you own custom flow.
View templateDelete Epos Now product categories and/or related data
This is a blank template to fetch and delete Epos Now product categories and/or related data. Add filters to build you own custom flow.
View templateExport Epos Now product categories
This is a blank template to fetch and export Epos Now product categories. Add filters and actions to build you own custom flow.
View templateUpdate Epos Now product categories
This is a blank template to fetch and update Epos Now product categories. Add filters and actions to build you own custom flow.
View templateUpdate Epos Now product parent category
Update the parent category for all categories that match your filters
View templateDelete Epos Now product compositions and/or related data
This is a blank template to fetch and delete Epos Now product compositions and/or related data. Add filters to build you own custom flow.
View templateExport Epos Now product compositions
This is a blank template to fetch and export Epos Now product compositions. Add filters and actions to build you own custom flow.
View templateUpdate Epos Now product compositions
This is a blank template to fetch and update Epos Now product compositions. Add filters and actions to build you own custom flow.
View templateExport Epos Now product groups
This is a blank template to fetch and export Epos Now product groups. Add filters and actions to build you own custom flow.
View templateExport Epos Now products by product group
This is a blank template to fetch and export Epos Now product groups. Add filters and actions to build you own custom flow.
View templateDelete Epos Now product location area prices
This is a blank template to fetch and delete Epos Now product location area prices. Add filters to build you own custom flow.
View templateExport Epos Now product location area prices
This is a blank template to fetch and export Epos Now product location area prices. Add filters and actions to build you own custom flow.
View templateUpdate product location area prices
Update product location area prices by absolute values or as a percentage
View templateDelete products that are out of stock
Delete products that are out of stock. Set the schedule to run daily automatically or run manually when needed.
View templateDelete related data from stock data
Delete related data from the stock data. Set the schedule to run daily automatically or run manually when needed.
View templateExport Epos Now stock levels
This is a blank template to fetch and export Epos Now stock levels. Add filters and actions to build you own custom flow.
View templateAdd prefix to product name when out of stock
Add prefix to product name when the product is out of stock or drops below your specified quantity
View templateChange product button colour when in stock
Change product button colour on the till when the product is in stock or is above your specified quantity
View templateChange product button colour when out of stock
Change product button colour on the till when the product is out of stock or drops below your specified quantity
View templateHide products from till when out of stock
Hide products from till when the product is out of stock or drops below your specified quantity
View templateRemove prefix from product name when in stock
Remove prefix from product name when the product is in stock or is above your specified quantity
View templateSet min/max stock for products where it is not set
Set the min/max stock levels for products where the min/max has not yet been set
View templateShow products on till when in stock
Show products on till when the product is in stock or is above your specified quantity
View templateUpdate Epos Now stock levels
This is a blank template to fetch and update Epos Now stock levels. Add filters and actions to build you own custom flow.
View templateExport Epos Now stock events
This is a blank template to fetch and export Epos Now stock events. Add filters and actions to build you own custom flow.
View templateExport Epos Now stock takes
This is a blank template to fetch and export Epos Now stock takes. Add filters and actions to build you own custom flow.
View templateExport Epos Now stock take items
This is a blank template to fetch and export Epos Now stock take items. Add filters and actions to build you own custom flow.
View templateDelete archived products
Delete all archived products. Set the schedule to run daily automatically or run manually when needed.
View templateDelete Epos Now products and/or related data
This is a blank template to fetch and delete Epos Now products and/or related data. Add filters to build you own custom flow.
View templateExport Epos Now products
This is a blank template to fetch and export Epos Now products. Add filters and actions to build you own custom flow.
View templateEpos Now product feed for Klaviyo
Automatically create a live product feed from Epos Now that Klaviyo can use for product recommendations, upsells, and dynamic email content.
View templateArchive products by brand
Archive products to clean up your back office for the selected brands
View templateArchive products by category
Archive products to clean up your back office for the selected categories
View templateArchive products by order code
Archive products to clean up your back office for the order codes that match your filter
View templateArchive products by supplier
Archive products to clean up your back office for the selected supplier
View templateHide products on till at selected time of day
Hide products on till at the specified time of day for selected categories. Great for hiding products available on the till based on time of day, such as a breakfast menu.
View templateShow products on till at selected time of day
Show products on till at the specified time of day for selected categories. Great for making products available on the till based on time of day, such as a breakfast menu.
View templateUpdate Epos Now products
This is a blank template to fetch and update Epos Now products. Add filters and actions to build you own custom flow.
View templateUpdate products button colour based on category
Update products button colour based on the category the products are assigned to.
View templateUpdate products button colour based on price
Update products button colour based on the product price
View templateUpdate products button colour based on suppliers
Update products button colour based on the product suppliers
View templateUpdate products cost price based on category
Update products cost price based on category by absolute values or as a percentage
View templateUpdate products cost price based on supplier
Update products cost price based on supplier by absolute values or as a percentage
View templateUpdate products selling price based on category
Update products selling price based on category by absolute values or as a percentage
View templateUpdate products selling price based on supplier
Update products selling price based on supplier by absolute values or as a percentage
View templateFetch from the product catalogue and delete related data
This is a blank template to fetch products from the catalogue and delete Epos Now products and/or related data. Add filters to build you own custom flow.
View templateExport Epos Now products catalogue
This is a blank template to fetch and export Epos Now products catalogue. Add filters and actions to build you own custom flow.
View templateDelete related data from purchase orders
Delete related data from purchase orders. Set the schedule to run daily automatically or run manually when needed.
View templateExport Epos Now purchase orders
This is a blank template to fetch and export Epos Now purchase orders. Add filters and actions to build you own custom flow.
View templateDelete related data from purchase order items
Delete related data from purchase order items. Set the schedule to run daily automatically or run manually when needed.
View templateExport Epos Now purchase order items
This is a blank template to fetch and export Epos Now purchase order items. Add filters and actions to build you own custom flow.
View templateEN purchase orders – update related data
Fetch the EN purchase orders and update related data such as products, staff and suppliers.
View templateDelete Epos Now refund reasons
This is a blank template to fetch and delete Epos Now refund reasons. Add filters to build you own custom flow.
View templateExport Epos Now refund reasons
This is a blank template to fetch and export Epos Now refund reasons. Add filters and actions to build you own custom flow.
View templateUpdate Epos Now refund reasons
This is a blank template to fetch and update Epos Now refund reasons. Add filters and actions to build you own custom flow.
View templateDelete Epos Now staff roles
This is a blank template to fetch and delete Epos Now staff roles. Add filters and actions to build you own custom flow.
View templateExport Epos Now staff roles
This is a blank template to fetch and export Epos Now staff roles. Add filters and actions to build you own custom flow.
View templateUpdate Epos Now staff roles
This is a blank template to fetch and update Epos Now staff roles. Add filters and actions to build you own custom flow.
View templateDelete related data from sales by employee report
Delete related data from the sales by employee report within a given date range. Set the schedule to run daily automatically or run manually when needed.
View templateExport Epos Now sales by employee report
This is a blank template to fetch and export Epos Now sales by employee report. Add filters and actions to build you own custom export.
View templateSales by Employee Report + Staff Updates
Fetch the Sales by Employee report and update related staff and staff role records. Great for tagging or enriching based on performance. Add filters and actions to build your own custom flow.
View templateDelete related data from sales summary report
Delete related data from the sales summary report within a given date range. Set the schedule to run daily automatically or run manually when needed.
View templateExport Epos Now sales summary reports
This is a blank template to fetch and export Epos Now sales summary reports. Add filters and actions to build you own custom export.
View templateDelete Epos Now seating areas and/or related data
This is a blank template to fetch and delete Epos Now seating areas and/or related data. Add filters to build you own custom flow.
View templateExport Epos Now seating areas
This is a blank template to fetch and export Epos Now seating areas. Add filters and actions to build you own custom flow.
View templateUpdate Epos Now seating areas
This is a blank template to fetch and update Epos Now seating areas. Add filters and actions to build you own custom flow.
View templateDelete Epos Now staff members and/or related data
This is a blank template to fetch and delete Epos Now staff members and/or related data. Add filters and actions to build you own custom flow.
View templateExport Epos Now staff members
This is a blank template to fetch and export Epos Now staff members. Add filters and actions to build you own custom flow.
View templateUpdate Epos Now staff members
This is a blank template to fetch and update Epos Now staff members. Add filters and actions to build you own custom flow.
View templateDelete Epos Now stock transfer reasons
This is a blank template to fetch and delete Epos Now stock transfer reasons. Add filters to build you own custom flow.
View templateExport Epos Now stock transfer reasons
This is a blank template to fetch and export Epos Now stock transfer reasons. Add filters and actions to build you own custom flow.
View templateUpdate Epos Now stock transfer reasons
This is a blank template to fetch and update Epos Now stock transfer reasons. Add filters and actions to build you own custom flow.
View templateDelete Epos Now product suppliers
This is a blank template to fetch and delete Epos Now product suppliers. Add filtersas needed to build you own custom flow.
View templateExport Epos Now product suppliers
This is a blank template to fetch and export Epos Now product suppliers. Add filters and actions to build you own custom flow.
View templateUpdate Epos Now product suppliers
This is a blank template to fetch and update Epos Now product suppliers. Add filters and actions to build you own custom flow.
View templateDelete Epos Now seating tables and/or related data
This is a blank template to fetch and delete Epos Now seating tables and/or related data. Add filters to build you own custom flow.
View templateExport Epos Now seating tables
This is a blank template to fetch and export Epos Now seating tables. Add filters and actions to build you own custom flow.
View templateUpdate Epos Now seating tables
This is a blank template to fetch and update Epos Now seating tables. Add filters and actions to build you own custom flow.
View templateDelete related data from tabs
Delete related data from tabs such as customers and transactions. Set the schedule to run daily automatically or run manually when needed.
View templateExport Epos Now tabs
This is a blank template to fetch and export Epos Now tabs. Add filters and actions to build you own custom flow.
View templateDelete Epos Now tax groups
This is a blank template to fetch and delete Epos Now tax groups. Add filters to build you own custom flow.
View templateExport Epos Now tax groups
This is a blank template to fetch and export Epos Now tax groups. Add filters and actions to build you own custom flow.
View templateExport Epos Now tender types
This is a blank template to fetch and export Epos Now tender types. Add filters and actions to build you own custom flow.
View templateExport Epos Now tender type classifications
This is a blank template to fetch and export Epos Now tender type classifications. Add filters and actions to build you own custom flow.
View templateExport Epos Now time zones
This is a blank template to fetch and export Epos Now time zones. Add filters and actions to build you own custom flow.
View templateDelete on-hold transactions older than specified no of days
Delete on-hold transactions older than the specified no of days. Set the schedule to run daily automatically or run manually when needed.
View templateDelete ordered transactions older than specified no of days
Delete ordered transactions older than the specified no of days. Set the schedule to run daily automatically or run manually when needed.
View templateDelete transactions and/or related data
Delete transactions and/or related data such as customers and staff within a given date range. Set the schedule to run daily automatically or run manually when needed.
View templateExport Epos Now transactions
This is a blank template to fetch and export Epos Now transactions. Add filters and actions to build you own custom flow.
View templateExport Epos Now transactions paid for using customer credit
Get a list of customer credit spend by date
View templateSync Epos Now transactions into Klaviyo
Automatically export your Epos Now sales data to Klaviyo to power post-purchase emails, reorder reminders, and customer insights.
View templateUpdate Epos Now transactions
This is a blank template to fetch and update Epos Now transactions. Add filters and actions to build you own custom flow.
View templateDelete related data from transaction items
Fetch transaction items and delete related data such as products, customers and more. Set the schedule to run daily automatically or run manually when needed.
View templateExport Epos Now Customer Credit Report
This is the export for the customer credit report in the back office. Add filters and additional columns to build you own custom flow.
View templateExport Epos Now transaction items
This is a blank template to fetch and export Epos Now transaction items. Add filters and actions to build you own custom flow.
View templateSync Epos Now transaction items into Klaviyo
Export detailed Epos Now transaction line items to Klaviyo so it can link customers, orders, and products for more accurate insights and automations.
View templateSync Epos Now Transaction Items into WooDelivery
Keep your Epos Now sales flowing straight into WooDelivery to manage deliveries and driver assignments automatically.
View templateEN transaction items – update related data
Fetch the EN transaction items and update related data such as products, staff and suppliers.
View templateReady to use
Templates built for Epos Now so you can get started fast.
65+ data types
Work with products, customers, transactions, stock, staff and more.
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