Create new Sage Intacct contacts from new Jobber clients
Strengthen your client management process with this workflow. Each time you bring a new client on board in Jobber, their details are swiftly added to your Sage Intacct contacts. This eliminates the need for manual data entry and ensures your Sage Intacct contact database aligns with your expanding Jobber clientele. Enhance client engagement and maintain uniformity across all your platforms.
Strengthen your client management process with this workflow. Each time you bring a new client on board in Jobber, their details are swiftly added to your Sage Intacct contacts. This eliminates the need for manual data entry and ensures your Sage Intacct contact database aligns with your expanding Jobber clientele. Enhance client engagement and maintain uniformity across all your platforms.
- When this happens...New Client Created
Triggers when a client is created.
- automatically do this!Create Contact
Triggers when a new contact is created.
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