Sage Intacct + Salesforce

Create new Sage Intacct contacts from new Salesforce outbound messages

Enhance your efficiency with this straightforward workflow solution that links your Salesforce and Sage Intacct apps. As soon as a new outbound message appears in Salesforce, this setup will instantly create a corresponding contact in your Sage Intacct system. As a result, your contact details remain consistently updated across both platforms, reducing manual work while increasing productivity.

Enhance your efficiency with this straightforward workflow solution that links your Salesforce and Sage Intacct apps. As soon as a new outbound message appears in Salesforce, this setup will instantly create a corresponding contact in your Sage Intacct system. As a result, your contact details remain consistently updated across both platforms, reducing manual work while increasing productivity.

  1. When this happens...
    SalesforceSalesforce
    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    TriggerInstant
  2. automatically do this!
    Sage IntacctSage Intacct
    Create Contact

    Triggers when a new contact is created.

    ActionWrite
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Supported triggers and actions

    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Polling
    Try It
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About Sage Intacct

Sage Intacct is a cloud-based financial management software that streamlines & automates accounting business processes, providing real-time financial insights.

Related categories

  • Accounting
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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