Appointy + Sage Intacct
Create new Sage Intacct contacts for every new Appointy appointment
When a new appointment is scheduled in Appointy, ensure there's a corresponding entry in Sage Intacct without the need for manual data entry. This workflow instantly creates a new contact in Sage Intacct for every appointment secured in Appointy, streamlining your client management process. It's an incredibly efficient way to maintain up-to-date records across both platforms.
When a new appointment is scheduled in Appointy, ensure there's a corresponding entry in Sage Intacct without the need for manual data entry. This workflow instantly creates a new contact in Sage Intacct for every appointment secured in Appointy, streamlining your client management process. It's an incredibly efficient way to maintain up-to-date records across both platforms.
- When this happens...New Appointment
Triggers when an appointment is created.
- automatically do this!Create Contact
Triggers when a new contact is created.
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Appointment Cancelled
Triggers when an appointment is cancelled.
Try ItAppointment Changed
Triggers when an appointment is updated (Rescheduled, Staff changed, Duration changed).
Try ItFirst NameRequired
Last NameRequired
Mobile NumberRequired
EmailRequired
Timezone
Country
Region
City
Street Address
Zip Code
Home Phone
Work Phone
State
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