Create new Sage Intacct contacts from newly created Jobber clients
Automate your client onboarding process with this intuitive workflow. When you add a new client in Jobber, it creates a corresponding contact in your Sage Intacct, ensuring your accounting records stay up to date in real time. This automation helps you maintain consistent information across both platforms, saving you time and reducing manual data entry errors.
Automate your client onboarding process with this intuitive workflow. When you add a new client in Jobber, it creates a corresponding contact in your Sage Intacct, ensuring your accounting records stay up to date in real time. This automation helps you maintain consistent information across both platforms, saving you time and reducing manual data entry errors.
- When this happens...New Client Created
Triggers when a client is created.
- automatically do this!Create Contact
Triggers when a new contact is created.
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