RepairShopr + Sage Intacct
Create new Sage Intacct contacts from new RepairShopr customers
Streamline your operations with this workflow, simplifying customer management across platforms. When a new customer is added to RepairShopr, it instantly creates a corresponding contact in your Sage Intacct account. With this, you benefit from consistent and up-to-date customer records on both platforms, making your business operations more efficient and saving you valuable time.
Streamline your operations with this workflow, simplifying customer management across platforms. When a new customer is added to RepairShopr, it instantly creates a corresponding contact in your Sage Intacct account. With this, you benefit from consistent and up-to-date customer records on both platforms, making your business operations more efficient and saving you valuable time.
- 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
