Qwilr + Sage Intacct

Create new Sage Intacct contacts from newly accepted Qwilr projects

Initiate a seamless workflow when a project is accepted in Qwilr by creating a contact in Sage Intacct. This automation not only saves you time from doing manual data entry but also ensures that your Sage Intacct follows up-to-date contact information whenever a new project is green-lit in Qwilr. Simplify and streamline your project acceptance procedures with this efficient workflow.

Initiate a seamless workflow when a project is accepted in Qwilr by creating a contact in Sage Intacct. This automation not only saves you time from doing manual data entry but also ensures that your Sage Intacct follows up-to-date contact information whenever a new project is green-lit in Qwilr. Simplify and streamline your project acceptance procedures with this efficient workflow.

  1. When this happens...
    QwilrQwilr
    Project Accepted

    Triggers when a project is accepted.

    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

  • Sage Intacct triggers, actions, and search

    New Payment Received (Accounts Receivable)

    Triggers when a new AR payment is added.

    Trigger
    Polling
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About Qwilr

Qwilr is reimagining the way you communicate with your clients. We help you make beautiful, intuitive sales and marketing documents that look impressive and integrate seamlessly with your business.

Related categories

  • Proposal & Invoice Management

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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