Create new Sage Intacct contacts from new clients in Fresh Proposals
Increase your efficiency with this workflow. When a new client is added in Fresh Proposals, it will seamlessly create a new contact in Sage Intacct at the same time. This ensures your contact details are always up-to-date across platforms, saving you time and potential manual-entry errors. Boost your productivity and maintain clean record management with this straightforward automated process.
Increase your efficiency with this workflow. When a new client is added in Fresh Proposals, it will seamlessly create a new contact in Sage Intacct at the same time. This ensures your contact details are always up-to-date across platforms, saving you time and potential manual-entry errors. Boost your productivity and maintain clean record management with this straightforward automated process.
- When this happens...Client Created
Triggers when a new Company is added in Fresh Proposals .
- automatically do this!Create Contact
Triggers when a new contact is created.
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Client Created
Triggers when a new Company is added in Fresh Proposals .
Try ItProposal Created
Triggers when a new Proposal is created .
Try ItProposal Rejected
Triggers when a proposal rejected by client .
Try ItCompanyNameRequired
Company Web Site Url
Company AddressLine1
Company AddressLine2
Company City
Company State
Company Country
Company Zip address
OfficeMobileNo
Contact First NameRequired
Contact Last NameRequired
Contact Email AddressRequired
Contact Mobile Number
Company Contact Added
trigger when new contact added/updated in freshproposals
Try ItProposal Accepted
Triggers when a proposal is accepted by client .
Try ItProposal Sent
Triggers when a proposal is sent by a team member .
Try ItTemplate IdRequired
Proposal NameRequired
DueDateRequired
Client NameRequired
Contact EmailRequired