Sage Intacct + WaiverSign
Create new Sage Intacct contacts from signed WaiverSign waivers
Easily streamline your record-keeping process with this automation. Whenever a new waiver is signed in WaiverSign, this workflow immediately creates a corresponding contact in Sage Intacct. It can help keep your files organized, ensuring you always have the latest customer information at your fingertips without the hassle of manual data entry.
Easily streamline your record-keeping process with this automation. Whenever a new waiver is signed in WaiverSign, this workflow immediately creates a corresponding contact in Sage Intacct. It can help keep your files organized, ensuring you always have the latest customer information at your fingertips without the hassle of manual data entry.
- When this happens...Signed Waivers
Triggers when new waivers are signed over the last 24-hour period.
- automatically do this!Create Contact
Triggers when a new contact is created.
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Signed Waivers
Triggers when new waivers are signed over the last 24-hour period.
Try ItState
Try ItStatus
Try ItSuggested Contact NameRequired
Print AsRequired
Last Name
First Name
Middle Name
Prefix
Company Name
Primary Email Address
Secondary Email Address
Primary Phone
Secondary Phone
Mobile Phone
Pager
Fax
Address Line 1
Address Line 2
Address Line 3
City
State or Territory
ZIP or Postal Code
Country
ISO Country Code
Primary URL
Secondary URL
Status
Discount
Is Taxable?
Tax ID
Show in Contact List
Status
Try ItNew Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Try ItDue DateRequired
Created DateRequired
Vendor
Transaction AmountRequired
GL AccountRequired
Total Transaction Amount
Memo
Location
Department
NameRequired
Sales Representative
Customer Type
Territory
Parent
Shipping Method
Term
Account Group
Price List
Price Schedule
Override Offset GL Account