RepairShopr + Sage Intacct
Create new Sage Intacct contacts from new RepairShopr customers
This workflow initiates when you add a new customer in RepairShopr, immediately creating a corresponding contact in Sage Intacct. It streamlines your process, ensuring your Sage Intacct contact list is always up-to-date with your RepairShopr customers. No more manual data entry or missed connections, making your customer management effortless and efficient.
This workflow initiates when you add a new customer in RepairShopr, immediately creating a corresponding contact in Sage Intacct. It streamlines your process, ensuring your Sage Intacct contact list is always up-to-date with your RepairShopr customers. No more manual data entry or missed connections, making your customer management effortless and efficient.
- 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
