Quotient + Sage Intacct
Create new Sage Intacct contacts when quotes are accepted in Quotient
Once a quote is accepted in Quotient, this workflow swiftly creates a new contact in your Sage Intacct system. This streamlines your process and removes the tedious task of manual data transfer, making your team more productive. Valuable time saved and error reduction in contact management is the key benefit of this efficient workflow.
Once a quote is accepted in Quotient, this workflow swiftly creates a new contact in your Sage Intacct system. This streamlines your process and removes the tedious task of manual data transfer, making your team more productive. Valuable time saved and error reduction in contact management is the key benefit of this efficient workflow.
- 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