Qwilr + Sage Intacct

Create new Sage Intacct contacts for accepted Qwilr projects

Streamline your contact management process with this integration between Qwilr and Sage Intacct. When a project is accepted within Qwilr, this workflow immediately constructs a new contact in your Sage Intacct system. This helps in maintaining consistent record-keeping while freeing up your time for more important tasks.

Streamline your contact management process with this integration between Qwilr and Sage Intacct. When a project is accepted within Qwilr, this workflow immediately constructs a new contact in your Sage Intacct system. This helps in maintaining consistent record-keeping while freeing up your time for more important tasks.

  1. When this happens...
    QwilrQwilr
    Project Accepted

    Triggers when a project is accepted.

    TriggerInstant
  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

qwilr logo
qwilr logo

About Qwilr

Qwilr is reimagining the way you communicate with your clients. We help you make beautiful, intuitive sales and marketing documents that look impressive and integrate seamlessly with your business.

Related categories

  • Proposal & Invoice Management

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sage-intacct logo
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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