HirePOS + Sage Intacct
Create contacts in Sage Intacct for new or updated customers in HirePOS
Effortlessly maintain accurate customer data across your platforms with this smooth workflow. Whenever there's a new or updated customer in HirePOS, this process immediately sets up a corresponding contact in Sage Intacct. By eliminating the need for manual entry, this efficient system saves you valuable time, allows for continuous focus on critical tasks, and promotes excellent customer relations. Grow and enhance your business operations with this simple-to-implement workflow.
Effortlessly maintain accurate customer data across your platforms with this smooth workflow. Whenever there's a new or updated customer in HirePOS, this process immediately sets up a corresponding contact in Sage Intacct. By eliminating the need for manual entry, this efficient system saves you valuable time, allows for continuous focus on critical tasks, and promotes excellent customer relations. Grow and enhance your business operations with this simple-to-implement workflow.
- When this happens...New or Updated Customer
Triggers when a Customer in HirePOS is created or updated via Setup > Customers.
- automatically do this!Create Contact
Triggers when a new contact is created.
- Free forever for core features
- 14 day trial for premium features & apps
Deleted Item
Triggers when an Item in HirePOS is deleted or made inactive via Setup > Items, or the Website Code or Website Description field is cleared in Sales > Online Store > Setup Store Items.
Try ItNew or Updated Customer
Triggers when a Customer in HirePOS is created or updated via Setup > Customers.
Try ItNew or Updated Item
Triggers when an Item in HirePOS is created or updated via Setup > Items, or via Sales > Online Store > Setup Store Items.
Try ItCompany
First Name
Last Name
Address Line 1
Address Line 2
City
State
Postcode
Phone 1
Phone 2
Phone 3
Fax
Email
Notes
New Quote
Triggers when a Quote record in HirePOS is created.
Try ItNew or Updated Invoice
Triggers when a Sales record (Quote/Booking/Invoice) in HirePOS is created or updated.
Try ItCompany
First Name
Last Name
Code
Address Line 1
Address Line 2
City
State
Postcode
Country
Phone 1
Phone 2
Phone 3
Fax
Email
Referral Source
Notes
Booking DateRequired
Booked From
Booked To
Event Date
Company
First Name
Last Name
Address Line 1
Address Line 2
City
State
Postcode
Country
Phone 1
Phone 2
Phone 3
Fax
Email
Delivery Address Line 1
Delivery Address Line 2
Delivery City
Delivery State
Branch Code
Reference
Invoice Category Name
Message
Comments
CodeRequired
Quantity
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
Custom Field 5
Custom Field 6
Custom Field 7
Custom Field 8