Create new Sage Intacct contacts from new Calendly invitees
When a new invitee is added in Calendly, this workflow instantly creates a corresponding contact in the Sage Intacct system. This simplifies your contact management by ensuring every Calendly invitee is also represented in Sage Intacct. Navigation between the two apps becomes seamless, enhancing your productivity and efficiency.
When a new invitee is added in Calendly, this workflow instantly creates a corresponding contact in the Sage Intacct system. This simplifies your contact management by ensuring every Calendly invitee is also represented in Sage Intacct. Navigation between the two apps becomes seamless, enhancing your productivity and efficiency.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Contact
Triggers when a new contact is created.
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