BrokerEngine + Sage Intacct

Create new Sage Intacct contacts from new BrokerEngine contacts

When a new contact is added in BrokerEngine, the workflow ensures that the details are also registered as a new contact in Sage Intacct. This not only saves time but also eliminates the possibility of manual data entry errors. Enjoy seamlessly unified contact records across both platforms, making your client communication instantly more efficient and streamlined.

When a new contact is added in BrokerEngine, the workflow ensures that the details are also registered as a new contact in Sage Intacct. This not only saves time but also eliminates the possibility of manual data entry errors. Enjoy seamlessly unified contact records across both platforms, making your client communication instantly more efficient and streamlined.

  1. When this happens...
    BrokerEngineBrokerEngine
    New Contact Created

    Triggers when a new contact is created.

    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

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About BrokerEngine

BrokerEngine is the first and only mortgage broker software guaranteed to grow your revenue while working fewer hours, with push-button automation and workflows that free you up to focus on your highest-value activities.
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Related categories

  • CRM (Customer Relationship Management)

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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