Funnelish + Sage Intacct
Set up new Funnelish orders to create contacts in Sage Intacct
Streamline your sales and maintain updated customer data with this seamless workflow between Funnelish and Sage Intacct. As soon as a new order comes through in Funnelish, the same is reflected as a new order in Sage Intacct. This workflow ensures consistent data across both platforms and eliminates the need for manual data entry. A more organized way to handle your financial management and cultivate sturdy customer relationships.
Streamline your sales and maintain updated customer data with this seamless workflow between Funnelish and Sage Intacct. As soon as a new order comes through in Funnelish, the same is reflected as a new order in Sage Intacct. This workflow ensures consistent data across both platforms and eliminates the need for manual data entry. A more organized way to handle your financial management and cultivate sturdy customer relationships.
- When this happens...New Order
Triggers when a new order is created.
- automatically do this!Create Contact
Triggers when a new contact is created.
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Funnel ID
Step ID
Event
Try ItStatus
Try ItNew Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Try ItVendor IDRequired
Bill Number
Transaction DateRequired
Due DateRequired
Payment Term
Reference Number
GL Posting Date
Transaction Currency
Base Currency
Exchange Rate Type
Exchange Rate Date
Exchange Rate Value
Attachments ID
GL Account NumberRequired
Transaction AmountRequired
Description
Department ID
Location ID
Project ID
Customer ID
Item ID
Contract ID
FunnelRequired
Funnel Step (optional)
Try ItState
Try ItStatus
Try ItContact 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