Sage Intacct + Sign In Scheduling
Create new Sage Intacct contacts from newly booked appointments in Sign In Scheduling
Keep your business running efficiently with this workflow between Sign In Scheduling and Sage Intacct. As soon as a new appointment is booked via Sign In Scheduling, a new contact is immediately added to your Sage Intacct database. By eliminating the need for manual data entry, this automation ensures your contact list is always up-to-date and improves your productivity.
Keep your business running efficiently with this workflow between Sign In Scheduling and Sage Intacct. As soon as a new appointment is booked via Sign In Scheduling, a new contact is immediately added to your Sage Intacct database. By eliminating the need for manual data entry, this automation ensures your contact list is always up-to-date and improves your productivity.
- When this happens...New Appointment Is Booked
Triggers when a new appointment (with a customer) is scheduled – either when you book it yourself in your Sign In Scheduling diary, or when a customer requests the booking on your booking page.
- automatically do this!Create Contact
Triggers when a new contact is created.
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