Funnelish + Sage Intacct

Create contacts in Sage Intacct from new orders in Funnelish

When a new order comes through your Funnelish app, use this workflow to instantly create a corresponding contact in your Sage Intacct system, saving you valuable time and enhancing your customer management process. This automation streamlines the transition from order placement to contact creation, ensuring no customer details slip through the cracks.

When a new order comes through your Funnelish app, use this workflow to instantly create a corresponding contact in your Sage Intacct system, saving you valuable time and enhancing your customer management process. This automation streamlines the transition from order placement to contact creation, ensuring no customer details slip through the cracks.

  1. When this happens...
    FunnelishFunnelish
    TriggerPolling
  2. automatically do this!
    Sage IntacctSage Intacct
    ActionWrite
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Supported triggers and actions

    • FunnelRequired

    • Funnel Step (optional)

    Trigger
    Instant
    Try It
  • Sage Intacct triggers, actions, and search

    New Payment Received (Accounts Receivable)

    Triggers when a new AR payment is added.

    Trigger
    Polling
    Try It
    • Document type

    • State

    Trigger
    Polling
    Try It
funnelish logo
funnelish logo

About Funnelish

Funnelishâ„¢ is a platform to build/optimise high performance eCommerce sales funnels.

Related categories

  • eCommerce
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