Create new Sage Intacct contacts for each new Calendly invitee created
Easily streamline your guest management and accounting tasks with this Calendly-Sage Intacct workflow. Whenever a new invitee is added on Calendly, it swiftly creates a contact within your Sage Intacct system. This seamless process ensures accurate records and saves you valuable time, allowing you to focus more on delivering top-notch service to your clients.
Easily streamline your guest management and accounting tasks with this Calendly-Sage Intacct workflow. Whenever a new invitee is added on Calendly, it swiftly creates a contact within your Sage Intacct system. This seamless process ensures accurate records and saves you valuable time, allowing you to focus more on delivering top-notch service to your clients.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Contact
Triggers when a new contact is created.
- Free forever for core features
- 14 day trial for premium features & apps