Client Hub + Sage Intacct
Create new Sage Intacct contacts from newly acquired Client Hub companies
Simplify your client management process with this seamless workflow between Client Hub and Sage Intacct. Whenever you get new client companies in Client Hub, this automation creates a corresponding contact in your Sage Intacct system. It's an efficient solution that eliminates manual data entry, ensuring your records are always up-to-date and error-free.
Simplify your client management process with this seamless workflow between Client Hub and Sage Intacct. Whenever you get new client companies in Client Hub, this automation creates a corresponding contact in your Sage Intacct system. It's an efficient solution that eliminates manual data entry, ensuring your records are always up-to-date and error-free.
- When this happens...Get Client Companies
Triggers when a new client company is added.
- automatically do this!Create Contact
Triggers when a new contact is created.
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Get Client Companies
Triggers when a new client company is added.
Try ItStatus
Try ItNew Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Try ItVendor IDRequired
Bill Number
Transaction DateRequired
Due DateRequired
Payment Term
Reference Number
GL Posting Date
Transaction Currency
Base Currency
Exchange Rate Type
Exchange Rate Date
Exchange Rate Value
Attachments ID
GL Account NumberRequired
Transaction AmountRequired
Description
Department ID
Location ID
Project ID
Customer ID
Item ID
Contract ID
Company NameRequired
State
Try ItStatus
Try ItContact NameRequired
Print AsRequired
Last Name
First Name
Middle Name
Prefix
Company Name
Taxable
Tax ID
Contact Tax Group Name
Active
Primary Phone Number
Secondary Phone Number
Cellular Phone Number
Pager Number
Fax Number
Primary Email Address
Secondary Email Address
Primary URL
Secondary URL
Address Line 1
Address Line 2
City
State/Province
ZIP/Postal Code
Country