Sage Intacct + Setmore Appointments
Create new Sage Intacct contacts from new Setmore Appointments
When a new appointment is booked on Setmore Appointments, this workflow ensures those details will be swiftly transferred to Sage Intacct as a new contact. It streamlines your record-keeping, saving you from manual data entry and letting you instantly capture every interaction in your financial system. It's a seamless connection between your appointment scheduling and contact management, delivering efficiency and accuracy to your business operations.
When a new appointment is booked on Setmore Appointments, this workflow ensures those details will be swiftly transferred to Sage Intacct as a new contact. It streamlines your record-keeping, saving you from manual data entry and letting you instantly capture every interaction in your financial system. It's a seamless connection between your appointment scheduling and contact management, delivering efficiency and accuracy to your business operations.
- 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