Appointedd + Sage Intacct
Create Sage Intacct contacts from updated customers in Appointedd
Easily manage your client updates within Appointedd and streamline your contact management in Sage Intacct with this workflow. Upon updating a customer in Appointedd, an equivalent contact record is created in Sage Intacct. This helps ensure your contact data in both systems is current and consistent, reducing data entry errors and saving time. Embrace this convenient, automated solution to simplify your customer management processes.
Easily manage your client updates within Appointedd and streamline your contact management in Sage Intacct with this workflow. Upon updating a customer in Appointedd, an equivalent contact record is created in Sage Intacct. This helps ensure your contact data in both systems is current and consistent, reducing data entry errors and saving time. Embrace this convenient, automated solution to simplify your customer management processes.
- When this happens...Updated Customer
Triggers when an existing customer is updated in your Appointedd organisation.
- automatically do this!Create Contact
Triggers when a new contact is created.
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Cancelled Booking (Without Customer Details)
Triggers when an existing single or entire group booking is cancelled in one of your Appointedd organisations. This does not trigger when a single customer cancels from an existing group booking and does not contain the details of the customer that cancelled on the booking. Use the "Cancelled Participant (With Customer Details)" trigger instead if you require this.
Try ItDeleted Customer
Triggers when an existing customer is deleted in one of your Appointedd organisations.
Try ItNew Customer
Triggers when a new customer is created in one of your Appointedd organisations.
Try ItUpdated Customer
Triggers when an existing customer is updated in your Appointedd organisation.
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Cancelled Booking (With Customer Details)
Triggers when a customer cancels an existing single or group booking in one of your Appointedd organisations. This contains the details of the customer that cancelled and will not trigger if the cancelled booking was empty. If you only require the details of the cancelled booking or want to capture the cancellation of empty bookings use the "Cancelled Booking (Without Customer Details)" trigger.
Try ItNew Booking (Without Customer Details)
Triggers when a new booking is created in one of your Appointedd organisations. This only contains the details of the booking but not the customer that created the booking which means it will trigger for empty bookings created internally. Use the "New Booking (With Customer Details)" trigger if you require the customer's details as well.
Try ItNew Booking (With Customer Details)
Triggers when a new customer books in to a new booking or an existing group booking in one of your Appointedd organisations. This contains the customer's details and will not trigger if an empty booking is created internally. If you only require the details of the new booking or want to capture new bookings that are empty use the "New Booking (Without Customer Details)" trigger.
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