RepairShopr + Sage Intacct
Create contacts in Sage Intacct for each new customer in RepairShopr
Simplify your contact management process with this streamlined workflow. It instantly creates a new contact in Sage Intacct as soon as a new customer is added in the RepairShopr app. You’ll no longer need to manually transfer customer information between the two platforms. It's an ideal solution for efficient and consistent customer data management.
Simplify your contact management process with this streamlined workflow. It instantly creates a new contact in Sage Intacct as soon as a new customer is added in the RepairShopr app. You’ll no longer need to manually transfer customer information between the two platforms. It's an ideal solution for efficient and consistent customer data management.
- 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
