BrokerEngine + Sage Intacct

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.

  1. When this happens...
    BrokerEngineBrokerEngine
    New Contact Created

    Triggers when a new contact is created.

    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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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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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