Paythen + Sage Intacct
Create new Sage Intacct contacts for every new customer in Paythen
Streamline your bookkeeping process with this intuitive workflow. Whenever you add a new customer in Paythen, this workflow will simultaneously create a new contact in Sage Intacct. This seamless process eliminates the need to manually enter data across platforms, saving you valuable time and ensuring all information is consistent and up-to-date.
Streamline your bookkeeping process with this intuitive workflow. Whenever you add a new customer in Paythen, this workflow will simultaneously create a new contact in Sage Intacct. This seamless process eliminates the need to manually enter data across platforms, saving you valuable time and ensuring all information is consistent and up-to-date.
- 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)