Create Sage Intacct contacts for new Paythen customers
Effortlessly manage your new customer data with this intuitive workflow. Whenever a new customer is added in Paythen, their details will be immediately captured in Sage Intacct as a new contact. This automation not only saves manual data entry time but also ensures consistency in customer data across both platforms. Say goodbye to redundancy and hello to efficient customer management.
Effortlessly manage your new customer data with this intuitive workflow. Whenever a new customer is added in Paythen, their details will be immediately captured in Sage Intacct as a new contact. This automation not only saves manual data entry time but also ensures consistency in customer data across both platforms. Say goodbye to redundancy and hello to efficient customer management.
- When this happens...New Customer
Triggers when a new customer is created in your Paythen account.
- automatically do this!Create Contact
Triggers when a new contact is created.
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Choose a Plan
When a Customer's Status changes toRequired
Try ItYour Plans
Try ItYour Plans
Try ItPaythen template linkRequired
Customer emailRequired
Plan nameRequired
Total payment amountRequired
A note about the optional fields
Number of payments (optional)
Currency (optional)
Billing interval (optional)
Delay payment plan start by X days (optional)
Custom confirmation page link (optional)
Plan description (optional)
Include custom text in email (optional)