Instamojo + Sage Intacct
Create new Sage Intacct contacts from new Instamojo dropped-off payments
Stay connected with your customers even when payments fall through on Instamojo. With this workflow, every time there's a new dropped-off payment in Instamojo, a new contact is instantly created in Sage Intacct. This means you can swiftly reach out to those customers, resolve issues, and streamline your payment processes. This automation not only saves time but also helps maintain positive customer relationships.
Stay connected with your customers even when payments fall through on Instamojo. With this workflow, every time there's a new dropped-off payment in Instamojo, a new contact is instantly created in Sage Intacct. This means you can swiftly reach out to those customers, resolve issues, and streamline your payment processes. This automation not only saves time but also helps maintain positive customer relationships.
- When this happens...New Dropped-Off Payment
Triggers when a new dropped-off payment is created.
- automatically do this!Create Contact
Triggers when a new contact is created.
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New Dropped-Off Payment
Triggers when a new dropped-off payment 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
New Successful Payment
Triggers when a new successful payment is created.
Try ItState
Try ItStatus
Try ItContact NameRequired
Print AsRequired
Last Name
First Name
Middle Name
Prefix
Company Name
Taxable
Tax ID
Contact Tax Group Name
Active
Primary Phone Number
Secondary Phone Number
Cellular Phone Number
Pager Number
Fax Number
Primary Email Address
Secondary Email Address
Primary URL
Secondary URL
Address Line 1
Address Line 2
City
State/Province
ZIP/Postal Code
Country