Rezdy + Sage Intacct
Create new Sage Intacct contacts for every new customer added in Rezdy
Stay organized and efficient with this workflow. When a new customer gets added in Rezdy, their details are instantly saved as a new contact in Sage Intacct. This streamlines your contact management, ensuring important client data is instantly available across your key business applications. No need to manually transfer information, the workflow takes care of it, saving you time and minimizing data entry errors.
Stay organized and efficient with this workflow. When a new customer gets added in Rezdy, their details are instantly saved as a new contact in Sage Intacct. This streamlines your contact management, ensuring important client data is instantly available across your key business applications. No need to manually transfer information, the workflow takes care of it, saving you time and minimizing data entry errors.
- When this happens...Customer Created
Triggers when a new customer is created. This will also be triggered when an order is created for a new customer.
- automatically do this!Create Contact
Triggers when a new contact is created.
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Customer Created
Triggers when a new customer is created. This will also be triggered when an order is created for a new customer.
Try ItOrder Updated
Triggers when an existing order is updated.
Try ItState
Try ItStatus
Try It
Order Created
Triggers when a new order is created.
Try ItStatus
Try ItNew Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Try ItVendor IDRequired
Bill Number
Transaction DateRequired
Due DateRequired
Payment Term
Reference Number
GL Posting Date
Transaction Currency
Base Currency
Exchange Rate Type
Exchange Rate Date
Exchange Rate Value
Attachments ID
GL Account NumberRequired
Transaction AmountRequired
Description
Department ID
Location ID
Project ID
Customer ID
Item ID
Contract ID