Create new Sage Intacct contacts when client contracts are confirmed in Giggio
Simplify your contract and contact management process with this efficient workflow. Whenever a client contract is confirmed in Giggio, a corresponding contact will be created in Sage Intacct, ensuring your client details are up-to-date across your platforms. This eliminates the need for manual data transfer, makes client tracking easier, and saves you valuable time. Harness the power of automation to streamline your operations and improve customer relations.
Simplify your contract and contact management process with this efficient workflow. Whenever a client contract is confirmed in Giggio, a corresponding contact will be created in Sage Intacct, ensuring your client details are up-to-date across your platforms. This eliminates the need for manual data transfer, makes client tracking easier, and saves you valuable time. Harness the power of automation to streamline your operations and improve customer relations.
- When this happens...Client Contract Confirmed
Triggered when a client contract is approved in Giggio
- automatically do this!Create Contact
Triggers when a new contact is created.
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Act Contract Confirmed
Triggered when an act contract is approved in Giggio
Try ItBooking Form Confirmed
Triggered when a booking form is approved in Giggio
Try ItClient Contract Confirmed
Triggered when a client contract is approved in Giggio
Try ItEvent Edited
Triggered when an existing event is saved in Giggio
Try It
Act Contract Emailed
Triggered when an act contract is emailed from the Giggio events page
Try ItBooking Form Emailed
Triggered when a booking form is emailed from Giggio
Try ItClient Contract Emailed
Triggered when a client contract is emailed from the Giggio events page
Try ItNew Enquiry
Triggers when a new enquiry is received in Giggio.
Try It