Create new Sage Intacct contacts from newly created Jobber clients
This workflow springs into action the moment a new client is created in Jobber, swiftly creating a corresponding contact in Sage Intacct. The seamless exchange ensures that your contact list in Sage Intacct is up-to-date and consistent with Jobber, eliminating the need to manually enter data. This workflow offers an efficient way to manage your growing client base, saving you valuable time and reducing chances of errors.
This workflow springs into action the moment a new client is created in Jobber, swiftly creating a corresponding contact in Sage Intacct. The seamless exchange ensures that your contact list in Sage Intacct is up-to-date and consistent with Jobber, eliminating the need to manually enter data. This workflow offers an efficient way to manage your growing client base, saving you valuable time and reducing chances of errors.
- When this happens...New Client Created
Triggers when a client is created.
- automatically do this!Create Contact
Triggers when a new contact is created.
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