Sage Intacct + Setmore Appointments
Create new Sage Intacct contacts from new Setmore Appointments
Easily keep track of your clientele by linking your Setmore Appointments to your Sage Intacct. With this workflow, once a new appointment is scheduled in Setmore Appointments, it creates a new contact in your Sage Intacct administration. This streamlined process not only saves time but ensures accurate customer data across platforms for seamless business management.
Easily keep track of your clientele by linking your Setmore Appointments to your Sage Intacct. With this workflow, once a new appointment is scheduled in Setmore Appointments, it creates a new contact in your Sage Intacct administration. This streamlined process not only saves time but ensures accurate customer data across platforms for seamless business management.
- 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