Help Scout + Sage Intacct
"update tags in Help Scout and create new contacts in Sage Intacct"
Always maintain up-to-date contact details across your platforms with this seamless workflow. Whenever you update tags in Help Scout, it prompts an equivalent update in Sage Intacct. This eliminates the need for manual intervention, saving you precious time, and ensuring data integrity to streamline your business operations.
Always maintain up-to-date contact details across your platforms with this seamless workflow. Whenever you update tags in Help Scout, it prompts an equivalent update in Sage Intacct. This eliminates the need for manual intervention, saving you precious time, and ensuring data integrity to streamline your business operations.
- When this happens...Tags Updated
Triggers when conversation tags are updated.
- automatically do this!Create Contact
Triggers when a new contact is created.
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MailboxRequired
Assigned User
Tag
Status
Custom Fields
Try ItMailbox
Try ItConversation IDRequired
TextRequired
User
First NameRequired
Last NameRequired
Email
Phone
Chat Handle
Social Profile
Website
Background
Organization
Location
Job Title
Address
Address
City
State / Province
Postal Code / ZIP Code
Country
MailboxRequired
Assigned User
Tag
Status
Custom Fields
Try ItMailboxRequired
Assigned User
Tag
Status
Custom Fields
Try ItSubjectRequired
MailboxRequired
Customer Label
Customer ID
Customer's Email
From User
Thread TypeRequired
TextRequired
StatusRequired
Assigned User
Tag
Cc
Bcc
Import OnlyRequired
Trigger Auto Reply
ConversationRequired
CustomerRequired
TextRequired
User
Create as DraftRequired
