Create new Sage Intacct contacts from newly created Fortnox customers
Streamline your contact management process with this dynamic workflow between Fortnox and Sage Intacct. When a new customer is added in Fortnox, this automation kicks in to create a contact in Sage Intacct. This way, you keep your records consistent across platforms and save time ordinarily spent on manual data entry. Enjoy seamless and efficient communication with your customers using this workflow.
Streamline your contact management process with this dynamic workflow between Fortnox and Sage Intacct. When a new customer is added in Fortnox, this automation kicks in to create a contact in Sage Intacct. This way, you keep your records consistent across platforms and save time ordinarily spent on manual data entry. Enjoy seamless and efficient communication with your customers using this workflow.
- When this happens...Customer Created
Triggers when a new customer is created or first time we see an update on it.
- automatically do this!Create Contact
Triggers when a new contact is created.
- Free forever for core features
- 14 day trial for premium features & apps
Customer Created
Triggers when a new customer is created or first time we see an update on it.
Try ItInvoice Fully Paid
Triggers when an invoice is fully paid.
Try ItNew Article
Triggers when a new article is created.
Try ItHTTP MethodRequired
EndpointRequired
Query Parameters
Request Body
Invoice Bookkept
Triggers when an invoice is bookkept.
Try ItInvoice Payment Bookkept
Triggers when an invoice payment is bookkept.
Try ItNew Order
Triggers when a new order is created. Note that a order created from an Offer may have rows but if you just created the order manually it will probably not. Please use something like "Delay by Zapier" and then fetch the order again using "Find Order" to give yourself more time to set rows and other properties.
Try ItInvoice numberRequired