Funnelish + Sage Intacct

Set up new Funnelish orders to create contacts in Sage Intacct

Streamline your sales and maintain updated customer data with this seamless workflow between Funnelish and Sage Intacct. As soon as a new order comes through in Funnelish, the same is reflected as a new order in Sage Intacct. This workflow ensures consistent data across both platforms and eliminates the need for manual data entry. A more organized way to handle your financial management and cultivate sturdy customer relationships.

Streamline your sales and maintain updated customer data with this seamless workflow between Funnelish and Sage Intacct. As soon as a new order comes through in Funnelish, the same is reflected as a new order in Sage Intacct. This workflow ensures consistent data across both platforms and eliminates the need for manual data entry. A more organized way to handle your financial management and cultivate sturdy customer relationships.

  1. When this happens...
    FunnelishFunnelish
    TriggerPolling
  2. automatically do this!
    Sage IntacctSage Intacct
    Create Contact

    Creates a new contact.

    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
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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