Create new Sage Intacct contacts from new Acuity Scheduling appointments
Keep your customer information up-to-date with this workflow. Whenever a new appointment is booked in Acuity Scheduling, a contact will be created in Sage Intacct. This ensures that all customer data is readily available in your accounting software, saving you from the tedious task of manual data entry. Turn this automation on to streamline your customer management process and keep your records in perfect order.
Keep your customer information up-to-date with this workflow. Whenever a new appointment is booked in Acuity Scheduling, a contact will be created in Sage Intacct. This ensures that all customer data is readily available in your accounting software, saving you from the tedious task of manual data entry. Turn this automation on to streamline your customer management process and keep your records in perfect order.
- When this happens...New Appointment
Triggers when a new appointment is scheduled.
- automatically do this!Create Contact
Triggers when a new contact is created.
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