Sage Intacct + WaiverForever

Find customers in Sage Intacct for each new waiver submitted in WaiverForever

When a new waiver gets submitted in WaiverForever, this workflow springs into action to find customer data in Sage Intacct. Reduce manual work and increase productivity by letting this task handle the recurring process of linking waiver entries and customer data in Sage Intacct. Manage your time more efficiently with this convenient solution.

When a new waiver gets submitted in WaiverForever, this workflow springs into action to find customer data in Sage Intacct. Reduce manual work and increase productivity by letting this task handle the recurring process of linking waiver entries and customer data in Sage Intacct. Manage your time more efficiently with this convenient solution.

  1. When this happens!
    WaiverForeverWaiverForever
    New Waiver Submitted

    Triggers when a signed waiver has been submitted.

    TriggerInstant
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Supported triggers and actions

    • TemplateRequired

    Trigger
    Instant
    Try It
    • TemplateRequired

    Trigger
    Instant
    Try It
    • TemplateRequired

    • Request Group NameRequired

    • Request Group SizeRequired

    • Request Group Note

    • Request Group TypeRequired

    Action
    Write
    • TemplateRequired

    • Expires in (seconds)

    Action
    Write
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sage-intacct logo

About Sage Intacct

Sage Intacct is a cloud-based financial management software that streamlines & automates accounting business processes, providing real-time financial insights.

Related categories

  • Accounting
waiverforever logo
waiverforever logo

About WaiverForever

WaiverForever is the ultimate digital waiver and business management solution, perfect for businesses of all sizes across all industries.
Learn more

Related categories

  • Documents