Fresh Proposals + Sage Intacct

Create new contacts in Sage Intacct from new clients in Fresh Proposals

Easily streamline your new client onboarding process with this workflow. Once a new client is added in Fresh Proposals, it simultaneously creates a contact in your Sage Intacct. This seamless exchange of information reduces data redundancy and keeps your contacts updated across both platforms. It's an efficient way to ensure your business runs smoothly and helps you serve your clients better.

When this happens...
Client Created
Triggers when a new Company is added in Fresh Proposals .
TriggerInstant
automatically do this!
Create Contact
Triggers when a new contact is created.
ActionWrite

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Supported triggers and actions

Client Created
Triggers when a new Company is added in Fresh Proposals .
Trigger
Instant
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Proposal Created
Triggers when a new Proposal is created .
Trigger
Instant
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Proposal Rejected
Triggers when a proposal rejected by client .
Trigger
Instant
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- CompanyNameRequired
- Company Web Site Url
- Company AddressLine1
- Company AddressLine2
- Company City
- Company State
- Company Country
- Company Zip address
- OfficeMobileNo
- Contact First NameRequired
- Contact Last NameRequired
- Contact Email AddressRequired
- Contact Mobile Number
Action
Write
- Status
Trigger
Polling
Try It

New Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Trigger
Polling
Try It
- Vendor 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
Action
Write

- Customer NameRequired
- Active
- One Time Use
- First Name
- Middle Name
- Last Name
- Primary Contact Name
- Primary Phone Number
- Mobile Phone Number
- Pager
- Fax
- Primary Email Address
- Secondary Email Address
- URL
- Currency
- Address Line 1
- Address Line 2
- City
- State/Province
- ZIP/Postal Code
- Country
- Print As
- Exclude from the company contact list
Action
Write
Find Bill
Finds a bill based on a search criteria.
Action
Search
Find Invoice
Finds a invoice based on a search criteria.
Action
Search

Company Contact Added
trigger when new contact added/updated in freshproposals
Trigger
Instant
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Proposal Accepted
Triggers when a proposal is accepted by client .
Trigger
Instant
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Proposal Sent
Triggers when a proposal is sent by a team member .
Trigger
Instant
Try It
- Template IdRequired
- Proposal NameRequired
- DueDateRequired
- Client NameRequired
- Contact EmailRequired
Action
Write
- State
Trigger
Polling
Try It
- Status
Trigger
Polling
Try It
- Contact 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
Action
Write
- Invoice Number
- Reference Number
- Customer IDRequired
- Due Date
- Payment Term
- Create Draft
- GL Account Number
- AR Account Label
- Offset GL Account Number
- Transaction AmountRequired
- Location ID
- Allocation ID
- Customer ID
- Class ID
- Contract ID
- Department ID
- Employee ID
- Vendor ID
- Warehouse ID
- Project ID
- Item ID
- Memo
- Rev Rec Template ID
- Deferred Revenue GL Account Number
- Rev Rec End Date
- Rev Rec Start Date
- Total Due
- Total Paid
- External ID
- Description
- Bill To Contact
- Ship To Contact
- Summary Record No
- Attachments ID
- Base Currency Code
- Transaction Currency Code
- Exchange Rate Date
- Exchange Rate Type
- Exchange Rate Value
- Transaction Date
- GL Posting Date
- Post to GL?
Action
Write
Find Customer
Finds a customer based on search criteria.
Action
Search
Find Vendor
Finds a vendor based on a search criteria.
Action
Search

About Fresh Proposals

FreshProposals is a Proposal management software to organize proposals and keep track of them. Allows end users to sign or reject proposal

Related categories

Proposal & Invoice Management

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

Related Zap Templates

Create new Sage Intacct contacts from new clients in Fresh Proposals

Related Zap Templates

Create new Sage Intacct contacts from new clients in Fresh Proposals

Fresh Proposals + Sage Intacct

Create new contacts in Sage Intacct from new clients in Fresh Proposals

Supported triggers and actions

Client Created

Proposal Created

Proposal Rejected

Create Client

New Contact

New Payment Received (Accounts Receivable)

Create Bill

Create Customer

Find Bill

Find Invoice

Company Contact Added

Proposal Accepted

Proposal Sent

Create Proposal From Template Id

New Invoice

New Vendor

Create Contact

Create Invoice

Find Customer

Find Vendor

About Fresh Proposals

Related categories

About Sage Intacct

Related categories

Related Zap Templates

Related Zap Templates