Sage Intacct + Sign In Scheduling
Create new Sage Intacct contacts for new customers in Sign In Scheduling
Jumpstart your customer relations with this sleek workflow. When a new customer signs up in the Sign In Scheduling app, it immediately creates a new contact in Sage Intacct, keeping your contact list constantly up-to-date. Save time on manual data entry and ensure you never miss out on vital customer information with this smart automation.
Jumpstart your customer relations with this sleek workflow. When a new customer signs up in the Sign In Scheduling app, it immediately creates a new contact in Sage Intacct, keeping your contact list constantly up-to-date. Save time on manual data entry and ensure you never miss out on vital customer information with this smart automation.
- When this happens...New Customer
Triggers when a new customer is added on your organisation – either when you add the record on your diary, or when the customer requests a booking with you online.
- automatically do this!Create Contact
Triggers when a new contact is created.
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