Create new Sage Intacct contacts from new clients in SimplyBook.me
Streamline your customer management by linking SimplyBook.me and Sage Intacct. With this workflow, every time you register a new client on SimplyBook.me, a corresponding contact will be created in Sage Intacct. This takes the manual work out of updating your contact list and allows you to focus on offering superior services to your clients.
Streamline your customer management by linking SimplyBook.me and Sage Intacct. With this workflow, every time you register a new client on SimplyBook.me, a corresponding contact will be created in Sage Intacct. This takes the manual work out of updating your contact list and allows you to focus on offering superior services to your clients.
- When this happens...New Client
Triggers when new client created.
- automatically do this!Create Contact
Triggers when a new contact is created.
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