Create new Sage Intacct contacts from updated Salesforce records
Maintain consistent records between Salesforce and Sage Intacct in real-time using this efficient workflow. Whenever a record field in Salesforce is updated, the change is instantly reflected in a corresponding field in Sage Intacct. This helps reduce tedious manual data entry and enhances your overall operational efficiency across different business tools, ensuring your records are precise and consistent in both systems.
Maintain consistent records between Salesforce and Sage Intacct in real-time using this efficient workflow. Whenever a record field in Salesforce is updated, the change is instantly reflected in a corresponding field in Sage Intacct. This helps reduce tedious manual data entry and enhances your overall operational efficiency across different business tools, ensuring your records are precise and consistent in both systems.
- When this happens...Updated Field on Record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- automatically do this!Create Contact
Triggers when a new contact is created.
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