Incentivefox + Sage Intacct
"manage new Incentivefox referrals by finding corresponding customers in Sage Intacct"
Effortlessly manage and keep track of new referrals with this intuitive workflow between Incentivefox and Sage Intacct. When a new referral is registered in Incentivefox, the customer details are promptly located in Sage Intacct, providing a seamless exchange of information. This simple yet effective process ensures you have the most accurate customer information at hand, optimizing your referral management while saving valuable time.
Effortlessly manage and keep track of new referrals with this intuitive workflow between Incentivefox and Sage Intacct. When a new referral is registered in Incentivefox, the customer details are promptly located in Sage Intacct, providing a seamless exchange of information. This simple yet effective process ensures you have the most accurate customer information at hand, optimizing your referral management while saving valuable time.
- When this happens!New Referral
Triggers when someone submits a new referral.
- Free forever for core features
- 14 day trial for premium features & apps
New Referral
Triggers when someone submits a new referral.
Try ItReferrer First NameRequired
Referrer Last NameRequired
Referrer Email
Referrer Phone Number
Referee First NameRequired
Referee Last NameRequired
Referee Email Address
Referee Phone Number
Referee AddressLine1
Referee AddressLine2
Referee City
Referee State
Referee Zip Code
Referrer AddressLine1
Referrer AddressLine2
Referrer City
Referrer State
Referrer ZipCode
Source Key
Salesperson Email
External Id
Referral Date
Notes
DateRequired
First Name
Last Name
AmountRequired
Phone NumberRequired
Email Address
Payment Id
Full Name
Referee Unique IdRequired
Comments
Salesperson Email Address
Sales Price
Reward Amount