Create contacts in Sage Intacct for new companies in Autotask
Easily manage your sales and finance systems with this streamlined workflow. When a new company is added in Autotask, the details are immediately populated in Sage Intacct as a new contact. This automation not only saves you valuable data entry time but also ensures accuracy and consistency across your business systems. So, you can focus on what really matters - growing your company.
Easily manage your sales and finance systems with this streamlined workflow. When a new company is added in Autotask, the details are immediately populated in Sage Intacct as a new contact. This automation not only saves you valuable data entry time but also ensures accuracy and consistency across your business systems. So, you can focus on what really matters - growing your company.
- When this happens...New Company
Triggers when a new company is found.
- automatically do this!Create Contact
Triggers when a new contact is created.
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