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.
- When this happens...New Contact Created
Triggers when a new contact is created.
- automatically do this!Create Contact
Triggers when a new contact is created.
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Date Field
Try ItNew Card on Board
Triggers when a new card on a specific board or regardless of board is created.
Try ItNew Deal Created
Triggers when a new deal is created.
Try ItNew Lead Created
Triggers when a new lead is created.
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Financevault Document Request Done
Triggers when client clicks "Done" in a FinanceVault document request.
Try ItNew Contact Created
Triggers when a new contact is created.
Try ItNew Financevault Document Request
Triggers when a new FinanceVault document request is created. This Zap will only be triggered when the Financevault request is created for the very first time. Subsequent updates to the same Financevault portal will not trigger the Zap.
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