Jobber + Sage Intacct

Create new Sage Intacct contacts from new Jobber clients

Strengthen your client management process with this workflow. Each time you bring a new client on board in Jobber, their details are swiftly added to your Sage Intacct contacts. This eliminates the need for manual data entry and ensures your Sage Intacct contact database aligns with your expanding Jobber clientele. Enhance client engagement and maintain uniformity across all your platforms.

Strengthen your client management process with this workflow. Each time you bring a new client on board in Jobber, their details are swiftly added to your Sage Intacct contacts. This eliminates the need for manual data entry and ensures your Sage Intacct contact database aligns with your expanding Jobber clientele. Enhance client engagement and maintain uniformity across all your platforms.

  1. When this happens...
    JobberJobber
    New Client Created

    Triggers when a client is created.

    TriggerInstant
  2. automatically do this!
    Sage IntacctSage Intacct
    Create Contact

    Triggers when a new contact is created.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

jobber logo
jobber logo

About Jobber

Jobber is the command centre for home service businesses. Our easy-to-use app powers sales, operations, and customer service—all in one place.
Learn more

Related categories

  • Scheduling & Booking
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