Sage Intacct + Tally
Create new Sage Intacct contacts from new Tally submissions
Streamline your contact management process with this seamless workflow. Whenever a new submission occurs in Tally, the information is captured and used to create a new contact in your Sage Intacct application. This automation not only saves time but also ensures your Sage Intacct contact list stays up-to-date with the information provided via Tally submissions. Make data transfer between Tally and Sage Intacct a breeze.
Streamline your contact management process with this seamless workflow. Whenever a new submission occurs in Tally, the information is captured and used to create a new contact in your Sage Intacct application. This automation not only saves time but also ensures your Sage Intacct contact list stays up-to-date with the information provided via Tally submissions. Make data transfer between Tally and Sage Intacct a breeze.
- When this happens...
- automatically do this!Create Contact
Creates a new contact.
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Select a formRequired
Try ItState
Try ItStatus
Try ItSuggested Contact NameRequired
Print AsRequired
Last Name
First Name
Middle Name
Prefix
Company Name
Primary Email Address
Secondary Email Address
Primary Phone
Secondary Phone
Mobile Phone
Pager
Fax
Address Line 1
Address Line 2
Address Line 3
City
State or Territory
ZIP or Postal Code
Country
ISO Country Code
Primary URL
Secondary URL
Status
Discount
Is Taxable?
Tax ID
Show in Contact List
Status
Try ItNew Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Try ItDue DateRequired
Created DateRequired
Vendor
Transaction AmountRequired
GL AccountRequired
Total Transaction Amount
Memo
Location
Department
NameRequired
Sales Representative
Customer Type
Territory
Parent
Shipping Method
Term
Account Group
Price List
Price Schedule
Override Offset GL Account
