Nusii Proposals + Sage Intacct
Create new Sage Intacct contacts when Nusii Proposals are accepted
When a proposal is accepted in Nusii Proposals, use this workflow to instantly create a new contact in Sage Intacct. This efficient process ensures your accounting system always reflects your most recent client engagements, without wasting time on manual data entry. Better manage your customer contacts and maintain an up-to-date client list with this seamless workflow.
When a proposal is accepted in Nusii Proposals, use this workflow to instantly create a new contact in Sage Intacct. This efficient process ensures your accounting system always reflects your most recent client engagements, without wasting time on manual data entry. Better manage your customer contacts and maintain an up-to-date client list with this seamless workflow.
- When this happens...Proposal Accepted
Triggers when a proposal is accepted.
- automatically do this!Create Contact
Triggers when a new contact is created.
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Client Created
Triggers when a client is created.
Try ItProposal Viewed
Triggers when a client views a proposal. Be aware that this trigger only works for Active Proposals with status: pending.
Try ItProposal Created
Triggers when a proposal is created.
Try ItProposal Sent
Triggers when a proposal is sent.
Try It
Proposal Accepted
Triggers when a proposal is accepted.
Try ItProposal Charged
Triggers when a proposal is charged.
Try ItProposal Rejected
Triggers when a proposal is rejected.
Try ItEmailRequired
Role
First NameRequired
Surname
Business Name
Telephone
Locale
Currency
Street Address
Postcode
City
Country
State
Website
PDF Page Size
Notes