Sage Intacct + WaiverSign

Locate customers in Sage Intacct when new waivers are signed in WaiverSign

Streamline your customer management process with this convenient workflow. When waivers are signed in the WaiverSign app, this workflow seamlessly finds the corresponding customer information in the Sage Intacct app. This automation not only saves time, but also ensures accurate customer information updates, enhancing your business efficiency.

Streamline your customer management process with this convenient workflow. When waivers are signed in the WaiverSign app, this workflow seamlessly finds the corresponding customer information in the Sage Intacct app. This automation not only saves time, but also ensures accurate customer information updates, enhancing your business efficiency.

  1. When this happens!
    WaiverSignWaiverSign
    Signed Waivers

    Triggers when new waivers are signed over the last 24-hour period.

    TriggerPolling
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Supported triggers and actions

    sage-intacct logo
    sage-intacct logo

    About Sage Intacct

    Sage Intacct is a cloud-based financial management software that streamlines & automates accounting business processes, providing real-time financial insights.

    Related categories

    • Accounting
    waiversign logo
    waiversign logo

    About WaiverSign

    WaiverSign by Resmark Systems helps businesses and organizations of any size collect and manage liability waivers with ease and efficiency.

    Related categories

    • Scheduling & Booking