Planning Pod + Sage Intacct

Create new Sage Intacct contacts from new Planning Pod contacts

Streamline your contact management process with this efficient workflow. When a new contact is added in Planning Pod, it seamlessly creates a corresponding contact in Sage Intacct. This saves time on manual data entry and ensures consistency across your platforms, allowing you to focus on building relationships with your contacts, rather than juggling information between systems.

Streamline your contact management process with this efficient workflow. When a new contact is added in Planning Pod, it seamlessly creates a corresponding contact in Sage Intacct. This saves time on manual data entry and ensures consistency across your platforms, allowing you to focus on building relationships with your contacts, rather than juggling information between systems.

  1. When this happens...
    Planning PodPlanning Pod
    New Contact

    Triggers when a new contact is created.

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

    Triggers when a new contact is created.

    ActionWrite
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Supported triggers and actions

planning-pod logo
planning-pod logo

About Planning Pod

Planning Pod is an event management platform designed for event venues and planning professionals to keep you and your team organized and to centralize your event details.

Related categories

  • Event Management
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