Sage Intacct + Setmore Appointments
Create new Sage Intacct contacts from new Setmore Appointments
Seamlessly streamline your customer relationship management by connecting Setmore Appointments and Sage Intacct. With this workflow, every new appointment in Setmore will result in a new contact being created in your Sage Intacct. This helps you manage your client data more effectively, reducing time spent on manual data entry and facilitating better client relationships.
Seamlessly streamline your customer relationship management by connecting Setmore Appointments and Sage Intacct. With this workflow, every new appointment in Setmore will result in a new contact being created in your Sage Intacct. This helps you manage your client data more effectively, reducing time spent on manual data entry and facilitating better client relationships.
- 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