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Topic starter
Hi,
I'm attempting to configure a scenario where Airtable generates an invoice within Sage. I haven't been able to locate any functionality within the module that allows for calling a specific invoice template from Sage. Has anyone here worked with Sage in their scenarios?
Thanks
Christopher
Posted : 07/11/2023 6:00 pm
Hello,
If I understand correctly, you're looking to generate an invoice within Sage, is that right?
The workflow should be triggered by Airtable, with Sage performing the subsequent action.
It would look something like this:
This is merely an illustration.
Hope this proves helpful!
Posted : 11/12/2023 7:21 pm
Topic starter
Hello, thanks for getting back to me. I should have marked this question as answered since I found the solution. Our organization does not use Sage Business Cloud Accounting, which means it cannot be integrated. Unfortunately, it's as straightforward as that.
Posted : 11/12/2023 9:32 pm
Thanks! No problem at all.
Happy to help further with anything related to callin.io.
Enjoy the rest of the holiday season.
Posted : 12/12/2023 5:16 am