Sage Intacct + Sign In Scheduling
Create new Sage Intacct contacts from appointments in Sign In Scheduling
Stay organized and efficient with this workflow. When you schedule or adjust an appointment in Sign In Scheduling, it sets a Time Before/After Appointment event in Sage Intacct. This timely coordination ensures you're always ready for your appointments and helps you save precious time, minimizing the need for manual data entry.
Stay organized and efficient with this workflow. When you schedule or adjust an appointment in Sign In Scheduling, it sets a Time Before/After Appointment event in Sage Intacct. This timely coordination ensures you're always ready for your appointments and helps you save precious time, minimizing the need for manual data entry.
- When this happens...Time Before/After Appointment
Triggers a certain time before or after an appointment with a customer starts.
- automatically do this!Create Contact
Triggers when a new contact is created.
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