AccountancyManager Integrations
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Popular ways to use AccountancyManager workflows
- Add Mailchimp subscribers with new clients created in AccountancyManager
Add Mailchimp subscribers with new clients created in AccountancyManager
- Update AccountancyManager prospects to clients and enable services from new accepted proposals in Ignition
Update AccountancyManager prospects to clients and enable services from new accepted proposals in Ignition
- Enable AccountancyManager service for new Ignition accepted service
Enable AccountancyManager service for new Ignition accepted service
- Send channel messages in Slack when clients are created in AccountancyManager
Send channel messages in Slack when clients are created in AccountancyManager
- Archive clients within AccountancyManager when proposals are newly-lost in Ignition
Archive clients within AccountancyManager when proposals are newly-lost in Ignition
- Add new AccountancyManager clients as Stripe customers
Add new AccountancyManager clients as Stripe customers
- Create AccountancyManager clients from new Google Forms submissions
Create AccountancyManager clients from new Google Forms submissions
- Client CreatedTriggers when a Client is created within AccountancyManager.Trigger
- Client DeletedTriggers when a Client is deleted within AccountancyManager.Trigger
- Client Marked as NLACTriggers when a Client is marked as "No Longer a Client" within AccountancyManager.Trigger
- Client UpdatedTriggers when a Client/Prospect is updated within AccountancyManager.Trigger
- Create ClientCreate a new Client within AccountancyManagerAction
- Disable ServiceDisable a service for a Client within AccountancyManager.Action
- Enable ServiceEnable a service for a Client within AccountancyManager.Action
- No Longer a ClientMarks a Client as NLAC.Action
- AccountancyManager
Update a Prospect to a Client within AccountancyManager.
Scheduled
Action
- AccountancyManager
Update a client within AccountancyManager
Scheduled
Action
- AccountancyManager
Find a client by company name
Scheduled
Action
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