Sage Intacct + Sign In Scheduling

Create new Sage Intacct contacts from new customers in Sign In Scheduling

Streamline your customer management process with this powerful workflow. When a new customer signs up via the Sign In Scheduling app, their details are swiftly transferred to the Sage Intacct app to create a contact. This seamless process saves time and reduces the potential for manual data entry errors. Revolutionize the way you manage your customer records with this efficient 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.
TriggerPolling
automatically do this!
Create Contact
Triggers when a new contact is created.
ActionWrite

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Supported triggers and actions

- OrganisationRequired
Trigger
Polling
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- OrganisationRequired
Trigger
Polling
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- OrganisationRequired
Trigger
Polling
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- OrganisationRequired
Trigger
Polling
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- OrganisationRequired
- Customer NameRequired
- Customer Email Address
- Customer Phone Number
- Customer Phone Number - Country Code
Action
Write

- State
Trigger
Polling
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- Status
Trigger
Polling
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- Contact NameRequired
- Print AsRequired
- Last Name
- First Name
- Middle Name
- Prefix
- Company Name
- Taxable
- Tax ID
- Contact Tax Group Name
- Active
- Primary Phone Number
- Secondary Phone Number
- Cellular Phone Number
- Pager Number
- Fax Number
- Primary Email Address
- Secondary Email Address
- Primary URL
- Secondary URL
- Address Line 1
- Address Line 2
- City
- State/Province
- ZIP/Postal Code
- Country
Action
Write
- Invoice Number
- Reference Number
- Customer IDRequired
- Due Date
- Payment Term
- Create Draft
- GL Account Number
- AR Account Label
- Offset GL Account Number
- Transaction AmountRequired
- Location ID
- Allocation ID
- Customer ID
- Class ID
- Contract ID
- Department ID
- Employee ID
- Vendor ID
- Warehouse ID
- Project ID
- Item ID
- Memo
- Rev Rec Template ID
- Deferred Revenue GL Account Number
- Rev Rec End Date
- Rev Rec Start Date
- Total Due
- Total Paid
- External ID
- Description
- Bill To Contact
- Ship To Contact
- Summary Record No
- Attachments ID
- Base Currency Code
- Transaction Currency Code
- Exchange Rate Date
- Exchange Rate Type
- Exchange Rate Value
- Transaction Date
- GL Posting Date
- Post to GL?
Action
Write
Find Customer
Finds a customer based on search criteria.
Action
Search
Find Vendor
Finds a vendor based on a search criteria.
Action
Search

- OrganisationRequired
Trigger
Polling
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- OrganisationRequired
- Time Before/After Appointment
Trigger
Polling
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- OrganisationRequired
Trigger
Polling
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- OrganisationRequired
- Start Date & TimeRequired
- End Date & TimeRequired
- Title
- Staff Id
Action
Write
- Status
Trigger
Polling
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New Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Trigger
Polling
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- Vendor IDRequired
- Bill Number
- Transaction DateRequired
- Due DateRequired
- Payment Term
- Reference Number
- GL Posting Date
- Transaction Currency
- Base Currency
- Exchange Rate Type
- Exchange Rate Date
- Exchange Rate Value
- Attachments ID
- GL Account NumberRequired
- Transaction AmountRequired
- Description
- Department ID
- Location ID
- Project ID
- Customer ID
- Item ID
- Contract ID
Action
Write
- Customer NameRequired
- Active
- One Time Use
- First Name
- Middle Name
- Last Name
- Primary Contact Name
- Primary Phone Number
- Mobile Phone Number
- Pager
- Fax
- Primary Email Address
- Secondary Email Address
- URL
- Currency
- Address Line 1
- Address Line 2
- City
- State/Province
- ZIP/Postal Code
- Country
- Print As
- Exclude from the company contact list
Action
Write
Find Bill
Finds a bill based on a search criteria.
Action
Search
Find Invoice
Finds a invoice based on a search criteria.
Action
Search

About Sage Intacct

Sage Intacct is a cloud-based financial management software that streamlines & automates accounting business processes, providing real-time financial insights.

Related categories

Accounting

About Sign In Scheduling

Learn more

Related categories

Scheduling & Booking

Related Zap Templates

Create new Sage Intacct contacts from new customers in Sign In Scheduling

Sage Intacct + Sign In Scheduling

Create new Sage Intacct contacts from new customers in Sign In Scheduling

Supported triggers and actions

New Appointment Is Booked

Appointment Changed

New Customer

New Message Sent by Sign in Scheduling

Create New Customer

New Invoice

New Vendor

Create Contact

Create Invoice

Find Customer

Find Vendor

New Cancellation

Time Before/After Appointment

New Message Received by Sign in Scheduling

Add Blocked Off Time

New Contact

New Payment Received (Accounts Receivable)

Create Bill

Create Customer

Find Bill

Find Invoice

About Sage Intacct

Related categories

About Sign In Scheduling

Related categories

Related Zap Templates

Related Zap Templates