Qwilr + Sage Intacct

Create new Sage Intacct contacts from accepted Qwilr projects

Initiate a seamless workflow when a project is accepted in your Qwilr app. This automation will swiftly create a new contact in your Sage Intacct app, saving you time and ensuring timely updates. It provides an efficient solution to manage and keep track of your project-related contacts without needing any manual input. Enhance your project management with this seamless and efficient workflow.

Initiate a seamless workflow when a project is accepted in your Qwilr app. This automation will swiftly create a new contact in your Sage Intacct app, saving you time and ensuring timely updates. It provides an efficient solution to manage and keep track of your project-related contacts without needing any manual input. Enhance your project management with this seamless and 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
    Try It
qwilr logo
qwilr logo

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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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