Create new Sage Intacct contacts from new SmartTask contacts
Boost your efficiency by linking your SmartTask and Sage Intacct apps together. With this workflow, whenever a new contact is added in SmartTask, it immediately creates a similar contact in Sage Intacct. Save time on repetitive data entry and ensure your contact information is always uniform across both platforms. It's a simple solution for seamless contact management.
Boost your efficiency by linking your SmartTask and Sage Intacct apps together. With this workflow, whenever a new contact is added in SmartTask, it immediately creates a similar contact in Sage Intacct. Save time on repetitive data entry and ensure your contact information is always uniform across both platforms. It's a simple solution for seamless contact management.
- When this happens...New Contact
Triggers when a new contact is added to the organization
- automatically do this!Create Contact
Triggers when a new contact is created.
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Organization IdRequired
Try ItOrganization IdRequired
Project IdRequired
Try ItOrganization IdRequired
Creator UserIdRequired
Assignee
Taskname
Description
Project
Follower
Priority
Start Date
Due Date
Task TypeRequired
StatusRequired
Parent Task Id
Contact Ids
State
Try It
Organization IdRequired
Project IdRequired
Try ItOrganization IdRequired
Created by UserIdRequired
In Projects
Check For Duplicate?Required
Contact TypeRequired
Parent Contact Id
Parent Contact Name
Title of current Contact
NameRequired
Avatar Url
Description
Address
Website Url
Facebook Url
Linkedin Url
Twitter Url
Github Url
Instagram Url
Emails
Phone Numbers
Status
Try ItNew Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
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