EventCreate + Sage Intacct
Create new Sage Intacct contacts from new EventCreate purchases
Simplify your sales and customer management with this streamlined workflow. When a new purchase is completed in EventCreate, a corresponding contact is instantaneously created in Sage Intacct. This efficient automation eliminates manual data entry, keeping your records consistent and up-to-date. Boost your productivity and ensure accurate customer information with this workflow.
Simplify your sales and customer management with this streamlined workflow. When a new purchase is completed in EventCreate, a corresponding contact is instantaneously created in Sage Intacct. This efficient automation eliminates manual data entry, keeping your records consistent and up-to-date. Boost your productivity and ensure accurate customer information with this workflow.
- When this happens...New Purchase Complete
Triggers when a new purchase is completed.
- automatically do this!Create Contact
Triggers when a new contact is created.
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Event IDRequired
User IDRequired
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
Event IDRequired
User IDRequired
Try ItState
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