Microsoft Dynamics 365 CRM + Sage Intacct
Create new Sage Intacct contacts from new Microsoft Dynamics 365 CRM invoices
Streamline your business tasks with this integration that connects your Microsoft Dynamics 365 CRM with Sage Intacct. As soon as an invoice is produced in your Microsoft Dynamics 365 CRM, a corresponding invoice is created in Sage Intacct. This workflow helps maintain consistency in your invoice data across platforms and spares you the time-consuming task of manual data entry. Focus on vital stages of your business while this workflow ensures seamless invoice management.
Streamline your business tasks with this integration that connects your Microsoft Dynamics 365 CRM with Sage Intacct. As soon as an invoice is produced in your Microsoft Dynamics 365 CRM, a corresponding invoice is created in Sage Intacct. This workflow helps maintain consistency in your invoice data across platforms and spares you the time-consuming task of manual data entry. Focus on vital stages of your business while this workflow ensures seamless invoice management.
- When this happens...New Invoice
Triggers when a new invoice is created.
- automatically do this!Create Contact
Triggers when a new contact is created.
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