Create contacts in Sage Intacct for new BrokerEngine contacts
Keep your BrokerEngine and Sage Intacct connections seamlessly engaged with this streamlined workflow. Whenever a new contact is added in BrokerEngine, this automation will instantly input the same information into Sage Intacct, saving you precious time and eliminating the risk of typos. That way, you never have to worry about manually updating your Sage Intacct contacts again and can focus more on growing your business network.
Keep your BrokerEngine and Sage Intacct connections seamlessly engaged with this streamlined workflow. Whenever a new contact is added in BrokerEngine, this automation will instantly input the same information into Sage Intacct, saving you precious time and eliminating the risk of typos. That way, you never have to worry about manually updating your Sage Intacct contacts again and can focus more on growing your business network.
- 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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