RepairShopr + Sage Intacct
Create new Sage Intacct contacts from new RepairShopr customers
When a new customer is added in RepairShopr, this workflow ensures their details are immediately shared with Sage Intacct, creating a new contact entry. Offering a seamless transfer of information between the two platforms, this automation saves you valuable time and helps maintain organized, up-to-date contact records in Sage Intacct.
When a new customer is added in RepairShopr, this workflow ensures their details are immediately shared with Sage Intacct, creating a new contact entry. Offering a seamless transfer of information between the two platforms, this automation saves you valuable time and helps maintain organized, up-to-date contact records in Sage Intacct.
- When this happens...New Customer
Triggers when you create a customer.
- automatically do this!Create Contact
Triggers when a new contact is created.
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New Customer
Triggers when you create a customer.
Try ItNew Payment
Triggers when a payment is made.
Try ItTicket Resolved
Triggers when a Ticket is marked "Resolved".
Try ItFirst Name
Last Name
Business Name
Email Address
Phone Number
Mobile Phone
Street Address (Line 1)
Address Line 2
City
State/County
Zip/Postal Code
Custom Fields
New Invoice
Triggers when a new invoice is created.
Try ItNew Ticket
Triggers when a Ticket is created.
Try ItTicket Status Changed
Triggers when a Ticket status is changed.
Try ItFirst Name
Last Name
Business Name
Email Address
Phone Number
Mobile Phone
Street Address (Line 1)
City
State/County
Zip/Postal Code
Ticket Subject
Ticket Description
Ticket Issue Type
Location ID
Custom Fields
