Create new contacts in Sage Intacct for new clients in SimplyBook.me
Keep your client data organized and up-to-date. With this workflow, whenever a new client is added on SimplyBook.me, their details will be added on Sage Intacct as a contact instantly. It's a great way to ensure accurate contact information across your platforms, eliminating the need for manual data entry, and accelerating your business processes.
Keep your client data organized and up-to-date. With this workflow, whenever a new client is added on SimplyBook.me, their details will be added on Sage Intacct as a contact instantly. It's a great way to ensure accurate contact information across your platforms, eliminating the need for manual data entry, and accelerating your business processes.
- 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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