Picky Assist + Sage Intacct
Create new Sage Intacct contacts from new Picky Assist messages
Streamline your client communication with this effective workflow. When you receive a new message in the Picky Assist app, this automation will create a new contact in your Sage Intacct app for you. It saves you time by keeping your contact list up-to-date, and ensures you never miss out on important client interactions.
Streamline your client communication with this effective workflow. When you receive a new message in the Picky Assist app, this automation will create a new contact in your Sage Intacct app for you. It saves you time by keeping your contact list up-to-date, and ensures you never miss out on important client interactions.
- When this happens...New Message
Triggers when there's a new WhatsApp/ SMS.
- automatically do this!Create Contact
Triggers when a new contact is created.
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Zap NameRequired
Try ItStatus
Try ItNew Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Try ItVendor 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
ApplicationRequired
Mobile NumberRequired
Message Body
State
Try ItStatus
Try ItContact 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