Create new Sage Intacct contacts whenever companies are added or updated in JobAdder
Stay on top of your business contacts with this efficient workflow between JobAdder and Sage Intacct. Whenever there's a new company or a change in company status in JobAdder, this automation instantly creates a contact within Sage Intacct, keeping your records current and precise. It's a sure-fire way to save time and ensure data consistency across your platforms.
Stay on top of your business contacts with this efficient workflow between JobAdder and Sage Intacct. Whenever there's a new company or a change in company status in JobAdder, this automation instantly creates a contact within Sage Intacct, keeping your records current and precise. It's a sure-fire way to save time and ensure data consistency across your platforms.
- When this happens...Companies - New or Status Changed
Triggers when a new Company record is created and/or its status is changed.
- automatically do this!Create Contact
Triggers when a new contact is created.
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