Create new Sage Intacct contacts for fresh Calendly invitees
When a new invitee is added in Calendly, this workflow ensures that they are swiftly registered as a new contact in Sage Intacct. This immediate update improves efficiency and maintains organized records, saving you valuable time. Perfect for businesses seeking to simplify contact management in a prompt, seamless manner.
When a new invitee is added in Calendly, this workflow ensures that they are swiftly registered as a new contact in Sage Intacct. This immediate update improves efficiency and maintains organized records, saving you valuable time. Perfect for businesses seeking to simplify contact management in a prompt, seamless manner.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Contact
Triggers when a new contact is created.
- Free forever for core features
- 14 day trial for premium features & apps