Ally Hub + Sage Intacct
Create new Sage Intacct contacts from new sold quotes in Ally Hub
Effortlessly streamline your sales tracking and contact creation process between Ally Hub and Sage Intacct. When a new quote is sold on Ally Hub, this workflow will instantly create a contact in Sage Intacct. Save valuable time, reduce manual data entry and have all your customer information seamlessly organized in one place. Enhance your productivity by bridging your sales and accounting processes with this easy-to-use automation.
Effortlessly streamline your sales tracking and contact creation process between Ally Hub and Sage Intacct. When a new quote is sold on Ally Hub, this workflow will instantly create a contact in Sage Intacct. Save valuable time, reduce manual data entry and have all your customer information seamlessly organized in one place. Enhance your productivity by bridging your sales and accounting processes with this easy-to-use automation.
- When this happens...New Sold Quote
Triggers when a student quote is set as sold.
- automatically do this!Create Contact
Triggers when a new contact is created.
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New Bill
Triggers when a new bill is created. (Financial > Bills)
Try ItNew Sold Quote
Triggers when a student quote is set as sold.
Try ItNew Student
Triggers when a new student is created.
Try ItStudent NameRequired
Student Email
StatusRequired
New First Quote
Triggers when a student first quote is created.
Try ItNew Receivable
Triggers when a new receivable is created. (Financial > Receivable)
Try ItNew Task or Event
Triggers when a new task or event is created.
Try ItFirst NameRequired
SurnameRequired
EmailRequired
City
State
CountryRequired
Address
Postal Code
Phone 1
Phone 2
Document 1
Document 2
Perception
Studied Idiom Name
Studied Idiom Level
Facebook Link
Instagram Link
Twitter Link
Skype Username
Passport Number
Passport Validity Date
Occupation
Contact Name
Contact Phone
Observation
