Fresh Proposals + Sage Intacct

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.

  1. When this happens...
    Fresh ProposalsFresh Proposals
    Client Created

    Triggers when a new Company is added in Fresh Proposals .

    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

  • Fresh Proposals triggers, actions, and search

    Company Contact Added

    trigger when new contact added/updated in freshproposals

    Trigger
    Instant
    Try It
  • Fresh Proposals triggers, actions, and search

    Proposal Accepted

    Triggers when a proposal is accepted by client .

    Trigger
    Instant
    Try It
  • Fresh Proposals triggers, actions, and search

    Proposal Sent

    Triggers when a proposal is sent by a team member .

    Trigger
    Instant
    Try It
    • Template IdRequired

    • Proposal NameRequired

    • DueDateRequired

    • Client NameRequired

    • Contact EmailRequired

    Action
    Write
fresh-proposals logo
fresh-proposals logo

About Fresh Proposals

FreshProposals is a Proposal management software to organize proposals and keep track of them. Allows end users to sign or reject proposal

Related categories

  • Proposal & Invoice Management
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