Client Hub + Sage Intacct

Create new Sage Intacct contacts from new Client Hub companies

Enhance your business workflow by connecting your Client Hub and Sage Intacct apps. With this streamlined automation process, whenever a new client company is added in your Client Hub, a corresponding contact is produced in Sage Intacct instantly. This effective tool saves time, reduces manual data entry, and ensures your financial records are always up-to-date.

Enhance your business workflow by connecting your Client Hub and Sage Intacct apps. With this streamlined automation process, whenever a new client company is added in your Client Hub, a corresponding contact is produced in Sage Intacct instantly. This effective tool saves time, reduces manual data entry, and ensures your financial records are always up-to-date.

  1. When this happens...
    Client HubClient Hub
    Get Client Companies

    Triggers when a new client company is added.

    TriggerPolling
  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

    • Company NameRequired

    Action
    Write
    • Contact NameRequired

    • Print AsRequired

    • Last Name

    • First Name

    • Middle Name

    • Prefix

    • Company Name

    • Taxable

    • Tax ID

    • Contact Tax Group Name

    • Active

    • Primary Phone Number

    • Secondary Phone Number

    • Cellular Phone Number

    • Pager Number

    • Fax Number

    • Primary Email Address

    • Secondary Email Address

    • Primary URL

    • Secondary URL

    • Address Line 1

    • Address Line 2

    • City

    • State/Province

    • ZIP/Postal Code

    • Country

    Action
    Write
client-hub logo
client-hub logo

About Client Hub

Client Hub is a modern workflow platform with client experience built-in, offering an amazing client collaboration experience.

Related categories

  • Communication
sage-intacct logo
sage-intacct logo

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