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.
- 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.
Try It
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.
Try ItSubscribed Tags
Try It