Sage Intacct + Microsoft SharePoint

Create new Sage Intacct contacts from new Microsoft SharePoint list items

Streamline your data management process with this robust workflow. Whenever a new list item emerges in the Microsoft SharePoint, this setup directly creates a corresponding contact in the Sage Intacct, providing an efficient transfer of crucial data between the two platforms. Reduce manual entry, optimize your workflow, and save valuable time with this efficient solution. Experience a seamless way of managing your list items and contacts in one go.

Streamline your data management process with this robust workflow. Whenever a new list item emerges in the Microsoft SharePoint, this setup directly creates a corresponding contact in the Sage Intacct, providing an efficient transfer of crucial data between the two platforms. Reduce manual entry, optimize your workflow, and save valuable time with this efficient solution. Experience a seamless way of managing your list items and contacts in one go.

  1. When this happens...
    Microsoft SharePointMicrosoft SharePoint
    New List Item

    Triggers when a new item is created in a list.

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

    Triggers when a new contact is created.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

    • Site

    • ListRequired

    Trigger
    Polling
    Try It
    • Site

    • Folder

    Trigger
    Polling
    Try It
    • Info

    • Site

    • FilterRequired

    Trigger
    Polling
    Try It
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
sharepoint logo
sharepoint logo

About Microsoft SharePoint

Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.

Related categories

  • Microsoft
  • Team Collaboration