Evernote + Sage Intacct
Create new Sage Intacct contacts from new Evernote notes
Looking to streamline your customer management in Sage Intacct? This workflow initiates whenever a new note is created in Evernote. Once activated, it instantly sets up a new contact in Sage Intacct, bringing improved efficiency to your processes. No more manual inputting - take advantage of this time-saving automation to keep your CRM updated and accurate.
Looking to streamline your customer management in Sage Intacct? This workflow initiates whenever a new note is created in Evernote. Once activated, it instantly sets up a new contact in Sage Intacct, bringing improved efficiency to your processes. No more manual inputting - take advantage of this time-saving automation to keep your CRM updated and accurate.
- When this happens...
- automatically do this!Create Contact
Creates a new contact.
- Free forever for core features
- 14 day trial for premium features & apps
About Evernote
Evernote is a powerful note taking application that makes it easy to capture ideas, images, contacts, and anything else you need to remember. Bring your life's work together in one digital workspace—available on all major mobile platforms and devices.
Using Evernote for work? See Evernote Business.
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About Sage Intacct
Sage Intacct is a cloud-based financial management software that streamlines & automates accounting business processes, providing real-time financial insights.