Popl + Sage Intacct

Create new Sage Intacct contacts from new leads in your individual Popl account

Organize your contacts efficiently with this workflow when you receive a new lead in your Popl app. This process immediately creates a contact in your Sage Intacct account, keeping your client database up-to-date and accurate. This automatic procedure not only saves time but also streamlines your lead management for optimal business growth.

Organize your contacts efficiently with this workflow when you receive a new lead in your Popl app. This process immediately creates a contact in your Sage Intacct account, keeping your client database up-to-date and accurate. This automatic procedure not only saves time but also streamlines your lead management for optimal business growth.

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

    • Lead TypeRequired

    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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popl logo

About Popl

Popl is a digital business card platform that allows you to share contact info and capture leads.
Learn more

Related categories

  • Contact 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