Nusii Proposals + Sage Intacct
Create new Sage Intacct contacts when Nusii Proposals are accepted
Streamline your customer management process with this robust workflow. With every accepted proposal in Nusii Proposals, a corresponding contact is created in Sage Intacct. This seamless integration ensures accurate data in your accounting software, reducing manual input and enhancing productivity. Elevate your business operations with this efficient solution, keeping your records updated in real-time.
Streamline your customer management process with this robust workflow. With every accepted proposal in Nusii Proposals, a corresponding contact is created in Sage Intacct. This seamless integration ensures accurate data in your accounting software, reducing manual input and enhancing productivity. Elevate your business operations with this efficient solution, keeping your records updated in real-time.
- When this happens...Proposal Accepted
Triggers when a proposal is accepted.
- automatically do this!Create Contact
Triggers when a new contact is created.
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Client Created
Triggers when a client is created.
Try ItProposal Viewed
Triggers when a client views a proposal. Be aware that this trigger only works for Active Proposals with status: pending.
Try ItProposal Created
Triggers when a proposal is created.
Try ItProposal Sent
Triggers when a proposal is sent.
Try It
Proposal Accepted
Triggers when a proposal is accepted.
Try ItProposal Charged
Triggers when a proposal is charged.
Try ItProposal Rejected
Triggers when a proposal is rejected.
Try ItEmailRequired
Role
First NameRequired
Surname
Business Name
Telephone
Locale
Currency
Street Address
Postcode
City
Country
State
Website
PDF Page Size
Notes