Create contacts in Sage Intacct for new clients in Clockify
Streamline your client management process with this efficient workflow. When a new client is added on Clockify, it will prompt Sage Intacct to create a contact immediately, saving you time on data entry. This ensures that all your client details are up-to-date across both platforms, further helping you stay organized and prepared in managing your clients.
Streamline your client management process with this efficient workflow. When a new client is added on Clockify, it will prompt Sage Intacct to create a contact immediately, saving you time on data entry. This ensures that all your client details are up-to-date across both platforms, further helping you stay organized and prepared in managing your clients.
- When this happens...New Client
Triggers when a new client is added to a workspace.
- automatically do this!Create Contact
Triggers when a new contact is created.
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