Update and create contacts in Sage Intacct when contacts are updated in BrokerEngine
Ensure your business connections run smoothly with this automation. When a contact is updated in BrokerEngine, it will instantly create a new contact within the Sage Intacct environment. This process efficiently bridges the communication between these two apps, saving you valuable time and enhancing your data management capabilities. Stay on top of your contact lists without having to manually transfer the details across platforms.
Ensure your business connections run smoothly with this automation. When a contact is updated in BrokerEngine, it will instantly create a new contact within the Sage Intacct environment. This process efficiently bridges the communication between these two apps, saving you valuable time and enhancing your data management capabilities. Stay on top of your contact lists without having to manually transfer the details across platforms.
- When this happens...Contact Updated
Triggers when a contact is updated.
- 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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