Sage Intacct + Sign In Scheduling
Create new Sage Intacct contacts from new customers in Sign In Scheduling
Easily manage your customer contacts with this streamlined workflow. When a new customer signs up in your Sign In Scheduling app, their information is instantly added to Sage Intacct as a new contact. This smooth process ensures your contact list stays up-to-date, fostering improved business relations and efficiency.
Easily manage your customer contacts with this streamlined workflow. When a new customer signs up in your Sign In Scheduling app, their information is instantly added to Sage Intacct as a new contact. This smooth process ensures your contact list stays up-to-date, fostering improved business relations and efficiency.
- 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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