BrokerEngine + Sage Intacct

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.

  1. When this happens...
    BrokerEngineBrokerEngine
    Contact Updated

    Triggers when a contact is updated.

    TriggerInstant
  2. automatically do this!
    Sage IntacctSage Intacct
    Create Contact

    Triggers when a new contact is created.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

brokerengine logo
brokerengine logo

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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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