Perspective + Sage Intacct
Create new Sage Intacct contacts when visitors complete a funnel in Perspective
Streamline your contact management process with this efficient workflow. When a visitor completes a funnel in Perspective, it instantly creates a new contact in your Sage Intacct account. This way, you always keep your contact list updated without any manual intervention. This seamless process not only saves time but also ensures consistency and accuracy in your database management.
Streamline your contact management process with this efficient workflow. When a visitor completes a funnel in Perspective, it instantly creates a new contact in your Sage Intacct account. This way, you always keep your contact list updated without any manual intervention. This seamless process not only saves time but also ensures consistency and accuracy in your database management.
- When this happens...Visitor Completed a Funnel
Triggers when a new visitor reaches the last page of a funnel.
- automatically do this!Create Contact
Triggers when a new contact is created.
- Free forever for core features
- 14 day trial for premium features & apps
FunnelRequired
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
