Sage Intacct + Sign In Scheduling
Create new Sage Intacct contacts when time before/after appointments occur in Sign In Scheduling
Save time and stay organized by setting up this automation between Sign In Scheduling and Sage Intacct. Whenever an appointment time is nearing or concluded in Sign In Scheduling, this workflow will immediately create a new contact in Sage Intacct. Get rid of manual entries and ensure all your appointment-related contacts are seamlessly added to your Sage Intacct for streamlined communication and record-keeping.
Save time and stay organized by setting up this automation between Sign In Scheduling and Sage Intacct. Whenever an appointment time is nearing or concluded in Sign In Scheduling, this workflow will immediately create a new contact in Sage Intacct. Get rid of manual entries and ensure all your appointment-related contacts are seamlessly added to your Sage Intacct for streamlined communication and record-keeping.
- 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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