Sage Intacct + SendFox
Locate new customers in Sage Intacct whenever new contacts are added in SendFox
Keep all your records aligned seamlessly. When a new contact is added in your SendFox system, this workflow swiftly looks for the relevant customer in your Sage Intacct platform and updates their information accordingly. This streamlined process ensures your email marketing and financial databases are always a perfect match, helping manage your clientele more effectively and minimizing the risk of lost or duplicated contacts.
Keep all your records aligned seamlessly. When a new contact is added in your SendFox system, this workflow swiftly looks for the relevant customer in your Sage Intacct platform and updates their information accordingly. This streamlined process ensures your email marketing and financial databases are always a perfect match, helping manage your clientele more effectively and minimizing the risk of lost or duplicated contacts.
- When this happens!
New ContactLists the contacts.
TriggerPollingZapier checks for new data every 15 min on the Free plan
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New Campaign
Lists the campaigns.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planEmailRequired
First Name
Last Name
List
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Contact
Lists the contacts.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Unsubscribe
Triggered when a contact is unsubscribed.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appEmailRequired
First Name
Last Name
List
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Sage Intacct
Sage Intacct is a cloud-based financial management software that streamlines & automates accounting business processes, providing real-time financial insights.
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