Sage Intacct + WaiverForever

Create new contacts in Sage Intacct from new waivers submitted in WaiverForever

Manage your business flow effortlessly with this automation. When a new waiver is submitted in the WaiverForever app, this workflow will instantly create a new contact in your Sage Intacct application. It's an ideal solution for keeping your contacts up-to-date, saving you time and helping maintain accurate records.

Manage your business flow effortlessly with this automation. When a new waiver is submitted in the WaiverForever app, this workflow will instantly create a new contact in your Sage Intacct application. It's an ideal solution for keeping your contacts up-to-date, saving you time and helping maintain accurate records.

  1. When this happens...
    WaiverForeverWaiverForever
    New Waiver Submitted

    Triggers when a signed waiver has been submitted.

    TriggerInstant
  2. automatically do this!
    Sage IntacctSage Intacct
    Create Contact

    Triggers when a new contact is created.

    ActionWrite
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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