Autotask + Sage Intacct

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.

  1. When this happens...
    AutotaskAutotask
    New Company

    Triggers when a new company is found.

    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

autotask logo
autotask logo

About Autotask

Autotask provides an IT business management solution that combines service desk, CRM, projects, time and expense, billing and more.

Related categories

  • CRM (Customer Relationship Management)

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sage-intacct logo
sage-intacct logo

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