Sage Intacct + Sprout Studio
Create contacts in Sage Intacct from new bookings in Sprout Studio
Keep your client management process well-organized and consistent with this automation. When a new booking occurs in Sprout Studio, this workflow seamlessly mirrors the contact information to Sage Intacct, saving time by removing the need for manual data entry. Experience a boost in efficiency and enhanced cross-platform data consistency in just a few steps.
Keep your client management process well-organized and consistent with this automation. When a new booking occurs in Sprout Studio, this workflow seamlessly mirrors the contact information to Sage Intacct, saving time by removing the need for manual data entry. Experience a boost in efficiency and enhanced cross-platform data consistency in just a few steps.
- When this happens...New Booking
Triggers when a lead is booked into a shoot.
- automatically do this!Create Contact
Triggers when a new contact is created.
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New Booking
Triggers when a lead is booked into a shoot.
Try ItNew Lead
Triggers when a new lead is created.
Try ItNew Payment
Triggers when a payment is made.
Try ItFirst NameRequired
Last NameRequired
Company Name
EmailRequired
Phone Number
Address 1
Address 2
City
State/Province
Zip/Postal Code
Country
Shoot Type
Shoot Start Date and Time
Shoot End Date and Time
Shoot Location
Brand
Lead Source
Additional Notes
Status
Try ItNew Shoot
Triggers when a new shoot is created.
Try ItStatus
Try ItFirst NameRequired
Last NameRequired
Company Name
EmailRequired
Phone Number
Address 1
Address 2
City
State/Province
Zip/Postal Code
Country
Shoot Type
Inquiry Date
Booking Date
Shoot Start Date and Time
Shoot End Date and Time
Shoot Location
Brand
Lead Source
Additional Notes
Price List
Order Name
Internal Notes
Tax
Currency
Payment Schedule
Name
Qty
Taxable
Description
Price
Order Payment Date
Order Payment Amount
Order Payment Type