Create new contacts in Sage Intacct when new contacts are created in BrokerEngine
When a new contact is created in BrokerEngine, this workflow promptly generates a corresponding contact within your Sage Intacct system. This automation streamlines your processes, reducing manual data entry, and ensures that your Sage Intacct contacts are always up-to-date with your BrokerEngine information. Perfect for real estate businesses looking to keep their finances in sync with their client management.
When a new contact is created in BrokerEngine, this workflow promptly generates a corresponding contact within your Sage Intacct system. This automation streamlines your processes, reducing manual data entry, and ensures that your Sage Intacct contacts are always up-to-date with your BrokerEngine information. Perfect for real estate businesses looking to keep their finances in sync with their client management.
- 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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