Create contacts in Sage Intacct for new clients in QuickFile
When a new client is added in QuickFile, streamline your workflow by instantly creating a contact in Sage Intacct. This efficient process not only saves valuable time but also ensures your contact details are consistently up to date across both platforms, thereby enhancing your client management and relationship strategies.
When a new client is added in QuickFile, streamline your workflow by instantly creating a contact in Sage Intacct. This efficient process not only saves valuable time but also ensures your contact details are consistently up to date across both platforms, thereby enhancing your client management and relationship strategies.
- When this happens...New Client
Triggers when a new client record is created.
- automatically do this!Create Contact
Triggers when a new contact is created.
- Free forever for core features
- 14 day trial for premium features & apps