Quotient + Sage Intacct
Create new Sage Intacct contacts from accepted Quotient quotes
Easily manage your business finances by linking Quotient and Sage Intacct. This convenient workflow springs into action as soon as a quote is accepted in Quotient, seamlessly creating a new contact in Sage Intacct. No need to manually input data, this workflow saves you valuable time, enhancing your efficiency and keeping your contacts up-to-date across platforms.
Easily manage your business finances by linking Quotient and Sage Intacct. This convenient workflow springs into action as soon as a quote is accepted in Quotient, seamlessly creating a new contact in Sage Intacct. No need to manually input data, this workflow saves you valuable time, enhancing your efficiency and keeping your contacts up-to-date across platforms.
- When this happens...Quote Accepted
Triggers when a Quote is Accepted.
- automatically do this!Create Contact
Triggers when a new contact is created.
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Quote Accepted
Triggers when a Quote is Accepted.
Try ItQuote Declined
Triggers when a Quote is Declined.
Try ItQuote Sent
Triggers when a New Quote is first Sent.
Try ItEmailRequired
First NameRequired
Last Name
Company
Phone
Address Type
Address Street
Address City
Address State
Address Zip
Address Country
Quote Completed
Triggers when a Quote is Completed.
Try ItCustomer Asked Question
Triggers when a Customer asks a New Question.
Try ItCustomer Viewed Quote
Triggers every time a Customer views a Quote. Note: Concurrent views within a 6 hour period will fire a trigger on the first-view only.
Try ItSubjectRequired
MessageRequired
EmailRequired
First NameRequired
Last Name
Company
Phone
Notes
Potential Value ($)
Address Type
Address Street
Address City
Address State
Address Zip
Address Country