RepairShopr + Sage Intacct
Create new Sage Intacct contacts from new customers in RepairShopr
Build stronger client relationships while streamlining your billing process with this automated workflow. When you gain a new customer in RepairShopr, this automation immediately creates a contact in your Sage Intacct. This way, you can efficiently manage your client data without the need to manually transfer information between apps, saving you valuable time and ensuring consistent communication.
Build stronger client relationships while streamlining your billing process with this automated workflow. When you gain a new customer in RepairShopr, this automation immediately creates a contact in your Sage Intacct. This way, you can efficiently manage your client data without the need to manually transfer information between apps, saving you valuable time and ensuring consistent communication.
- 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
