Freshsales Suite + Sage Intacct

Create invoices in Sage Intacct for new deals in Freshsales Suite

Streamline your financial process with this automation between Freshsales Suite and Sage Intacct. Whenever a New Deal is finalized in Freshsales Suite, an Invoice is instantly created in Sage Intacct. This efficient task-management saves time, eases financial tracking and enhances productivity in your invoicing workflow.

Streamline your financial process with this automation between Freshsales Suite and Sage Intacct. Whenever a New Deal is finalized in Freshsales Suite, an Invoice is instantly created in Sage Intacct. This efficient task-management saves time, eases financial tracking and enhances productivity in your invoicing workflow.

  1. When this happens...
    Freshsales SuiteFreshsales Suite
    New Deal

    Triggers when a new deal is created and retrieves 1,000 records in a single polling.

    TriggerPolling
  2. automatically do this!
    Sage IntacctSage Intacct
    Create Invoice

    Triggers when a new invoice is created.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

    • Filter NameRequired

    • Include Contact Details

    Trigger
    Polling
    Try It
    • Filter NameRequired

    Trigger
    Polling
    Try It
    • Filter NameRequired

    Trigger
    Polling
    Try It
    • Select ModuleRequired

    • Unique IdentifierRequired

    • File NameRequired

    • File PathRequired

    • Share with team

    Action
    Write
freshsales-suite logo
freshsales-suite logo

About Freshsales Suite

Freshsales Suite is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
sage-intacct logo
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