Paythen + Sage Intacct
Create new Sage Intacct contacts for new Paythen customers
Easily manage your new clients with this streamlined workflow. When you gain a new customer in Paythen, this automation instantly creates a corresponding contact in Sage Intacct. Save time and eliminate the need for manual data entry, ensuring that your business data stays up-to-date across platforms. This process provides a simple solution for maintaining your customer records and enhances efficiency.
Easily manage your new clients with this streamlined workflow. When you gain a new customer in Paythen, this automation instantly creates a corresponding contact in Sage Intacct. Save time and eliminate the need for manual data entry, ensuring that your business data stays up-to-date across platforms. This process provides a simple solution for maintaining your customer records and enhances efficiency.
- When this happens...New Customer
Triggers when a new customer is created in your Paythen account.
- automatically do this!Create Contact
Triggers when a new contact is created.
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Choose a Plan
When a Customer's Status changes toRequired
Try ItYour Plans
Try ItYour Plans
Try ItPaythen template linkRequired
Customer emailRequired
Plan nameRequired
Total payment amountRequired
A note about the optional fields
Number of payments (optional)
Currency (optional)
Billing interval (optional)
Delay payment plan start by X days (optional)
Custom confirmation page link (optional)
Plan description (optional)
Include custom text in email (optional)