Sage Intacct + Setmore Appointments
Create new contacts in Sage Intacct for every new appointment in Setmore Appointments
Streamline your client management process with this simple automation. When a new appointment is scheduled in Setmore Appointments, this workflow swiftly creates a new contact in Sage Intacct. It allows for efficient and accurate transfer of client information, eliminating the need for manual data entry and potentially reducing errors. Capitalize on your scheduling software to enhance your financial management and client relations.
Streamline your client management process with this simple automation. When a new appointment is scheduled in Setmore Appointments, this workflow swiftly creates a new contact in Sage Intacct. It allows for efficient and accurate transfer of client information, eliminating the need for manual data entry and potentially reducing errors. Capitalize on your scheduling software to enhance your financial management and client relations.
- When this happens...New Appointment
Triggers when a new appointment is created.
- automatically do this!Create Contact
Triggers when a new contact is created.
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Appointment Deleted
Triggers when a appointment is deleted.
Try ItNew Appointment
Triggers when a new appointment is created.
Try ItAppointment Updated
Triggers when a appointment is updated.
Try ItFirst NameRequired
Last Name
Customer EmailRequired
Customer Mobile
Customer Country Code
Customer Address
Customer City
Customer State
Customer Zip
Start DateRequired
End Date
Notes