Create new Sage Intacct contacts from newly created Calendly invitees
Streamline your scheduling and contact management with this smart workflow. Whenever a new invitee is added in Calendly, this integration will instantly create a contact in Sage Intacct. Save time and ensure consistent information across both platforms, keeping your business organized and efficient.
Streamline your scheduling and contact management with this smart workflow. Whenever a new invitee is added in Calendly, this integration will instantly create a contact in Sage Intacct. Save time and ensure consistent information across both platforms, keeping your business organized and efficient.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Contact
Triggers when a new contact is created.
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