QuickFile + Sage Intacct

Create contacts in Sage Intacct for new clients in QuickFile

When a new client is added in QuickFile, streamline your workflow by instantly creating a contact in Sage Intacct. This efficient process not only saves valuable time but also ensures your contact details are consistently up to date across both platforms, thereby enhancing your client management and relationship strategies.

When a new client is added in QuickFile, streamline your workflow by instantly creating a contact in Sage Intacct. This efficient process not only saves valuable time but also ensures your contact details are consistently up to date across both platforms, thereby enhancing your client management and relationship strategies.

  1. When this happens...
    QuickFileQuickFile
    New Client

    Triggers when a new client record is created.

    TriggerInstant
  2. automatically do this!
    Sage IntacctSage Intacct
    Create Contact

    Triggers when a new contact is created.

    ActionWrite
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Supported triggers and actions

    • Document TypeRequired

    Trigger
    Instant
    Try It
    • Company NameRequired

    • First Name

    • Surname

    • Email

    • Address Line 1

    • Address Line 2

    • Town

    • Country ISO

    • Post Code

    • Account Reference

    • Vat Number

    • Vat Exempt

    • Telephone

    • Password

    Action
    Write
  • Sage Intacct triggers, actions, and search

    New Payment Received (Accounts Receivable)

    Triggers when a new AR payment is added.

    Trigger
    Polling
    Try It
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quickfile logo

About QuickFile

UK based cloud accounting software. Manage your accounts and bookkeeping in the cloud. QuickFile is simple to use, fast and free!

Related categories

  • Accounting
sage-intacct logo
sage-intacct logo

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