Jobber + Sage Intacct

Create new Sage Intacct contacts from newly created Jobber clients

This workflow springs into action the moment a new client is created in Jobber, swiftly creating a corresponding contact in Sage Intacct. The seamless exchange ensures that your contact list in Sage Intacct is up-to-date and consistent with Jobber, eliminating the need to manually enter data. This workflow offers an efficient way to manage your growing client base, saving you valuable time and reducing chances of errors.

This workflow springs into action the moment a new client is created in Jobber, swiftly creating a corresponding contact in Sage Intacct. The seamless exchange ensures that your contact list in Sage Intacct is up-to-date and consistent with Jobber, eliminating the need to manually enter data. This workflow offers an efficient way to manage your growing client base, saving you valuable time and reducing chances of errors.

  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
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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