Sage Intacct + WaiverSign
Create new Sage Intacct contacts from signed WaiverSign waivers
Start streamlining your workflow with this nifty setup. When a waiver is signed in WaiverSign, it promptly prompts the creation of a new contact in Sage Intacct. This saves you the manual task of transferring such information yourself, ensuring no details slip through the cracks. This automation spares you time so you can focus on more important tasks.
Start streamlining your workflow with this nifty setup. When a waiver is signed in WaiverSign, it promptly prompts the creation of a new contact in Sage Intacct. This saves you the manual task of transferring such information yourself, ensuring no details slip through the cracks. This automation spares you time so you can focus on more important tasks.
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Signed Waivers
Triggers when new waivers are signed over the last 24-hour period.
Try ItStatus
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
Status
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