Create Sage Intacct contacts from new Mews customer events
With this workflow, as soon as a new customer event takes place in Mews, the details immediately populate in Sage Intacct in the form of a new contact. This direct information transfer ensures consistent updates across both platforms, reducing the need for manual data entry. It's an effective method to handle customer data, allowing you to concentrate more on nurturing customer relationships.
With this workflow, as soon as a new customer event takes place in Mews, the details immediately populate in Sage Intacct in the form of a new contact. This direct information transfer ensures consistent updates across both platforms, reducing the need for manual data entry. It's an effective method to handle customer data, allowing you to concentrate more on nurturing customer relationships.
- When this happens...New Customer Event
Triggers when the customer event occurs such as new customer is added or customer is updated.
- automatically do this!Create Contact
Triggers when a new contact is created.
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Time FilterRequired
Try ItTime FilterRequired
Try ItTime FilterRequired
State
Start Time Modifer
End Time Modifer
Try ItCustomer IdRequired
File NameRequired
FileRequired
New Closed Bill
Triggers when there is a new closed bill.
Try ItTime FilterRequired
Try ItTime FilterRequired
Try ItGroup Id
Reservable Service IdRequired
Check rate applicability
Prevent Overbooking
StateRequired
Reservation startRequired
Reservation endRequired
Reservation release
Number of adultsRequired
Number of childrenRequired
Customer IdRequired
Requested Category IdRequired
Rate IdRequired
Travel Agency Id
Notes