Create new Sage Intacct contacts for every new client in QuickFile
Streamline your business operations by effortlessly transferring new client information from QuickFile to Sage Intacct. This workflow triggers when a new client is added in QuickFile and immediately creates a contact in Sage Intacct. It's a seamless way to ensure your contacts are up-to-date across all your platforms, enhancing efficiency and productivity in your business operations.
Streamline your business operations by effortlessly transferring new client information from QuickFile to Sage Intacct. This workflow triggers when a new client is added in QuickFile and immediately creates a contact in Sage Intacct. It's a seamless way to ensure your contacts are up-to-date across all your platforms, enhancing efficiency and productivity in your business operations.
- 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.
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