Microsoft Outlook + Sage Intacct

Create new Sage Intacct contacts from new Microsoft Outlook contacts

Ensure all your professional contacts in Microsoft Outlook are readily available in your Sage Intacct database with this efficient workflow. Once set up, every time you add a new contact in Outlook, it will create an identical contact in Sage Intacct. This means you'll always have up-to-date contact details across both platforms, eliminating the need of manual data entry and ensuring seamless business operations.

Ensure all your professional contacts in Microsoft Outlook are readily available in your Sage Intacct database with this efficient workflow. Once set up, every time you add a new contact in Outlook, it will create an identical contact in Sage Intacct. This means you'll always have up-to-date contact details across both platforms, eliminating the need of manual data entry and ensuring seamless business operations.

  1. When this happens...
    Microsoft OutlookMicrosoft Outlook
    New Contact

    Triggers when a new contact is added to your account

    TriggerPolling
  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

  • Microsoft Outlook triggers, actions, and search

    Cancelled Calendar Event

    Triggers when an event is cancelled.

    Trigger
    Instant
    Try It
    • Calendar

    Trigger
    Polling
    Try It
    • Shared Inbox

    Trigger
    Polling
    Try It
microsoft-outlook logo
microsoft-outlook logo

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
Learn more

Related categories

  • Calendar
  • Email
  • Microsoft

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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