BrokerEngine + Sage Intacct

Update Sage Intacct contacts when BrokerEngine contacts are updated

Whenever a contact is updated in BrokerEngine, this workflow immediately creates a matching contact in Sage Intacct. This streamlines your contact management by ensuring your information stays consistent and up-to-date across both platforms, helping you save time and avoid manual data entry.

Whenever a contact is updated in BrokerEngine, this workflow immediately creates a matching contact in Sage Intacct. This streamlines your contact management by ensuring your information stays consistent and up-to-date across both platforms, helping you save time and avoid manual data entry.

  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
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Supported triggers and actions

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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.
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Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces integrationsZapier Interfaces integrations

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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