BrokerEngine + Sage Intacct

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.

  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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Zapier Interfaces integrationsZapier Interfaces integrations

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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