Sage Intacct + Setmore Appointments
Create new Sage Intacct contacts from new Setmore Appointments
Keep track of your appointments and contacts seamlessly with this workflow. When a new appointment is set in the Setmore Appointments app, this automation creates a corresponding new contact in the Sage Intacct app. It's a handy way to ensure all data across your booking and accounting platforms remain up-to-date and organized without any manual effort.
Keep track of your appointments and contacts seamlessly with this workflow. When a new appointment is set in the Setmore Appointments app, this automation creates a corresponding new contact in the Sage Intacct app. It's a handy way to ensure all data across your booking and accounting platforms remain up-to-date and organized without any manual effort.
- 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