Ontraport + Sage Accounting

Create Sage Accounting customers from new Ontraport contacts

Effortlessly maintain your customer records across platforms with this Ontraport and Sage Accounting workflow. When a new contact is added in Ontraport, a customer will be created in Sage Accounting, ensuring your financial data stays updated and accurate. Save time and reduce manual data entry by seamlessly linking your contact and accounting systems.

Effortlessly maintain your customer records across platforms with this Ontraport and Sage Accounting workflow. When a new contact is added in Ontraport, a customer will be created in Sage Accounting, ensuring your financial data stays updated and accurate. Save time and reduce manual data entry by seamlessly linking your contact and accounting systems.

  1. When this happens...
    OntraportOntraport
    New Contact

    Triggers when a new contact is added to Ontraport.

    TriggerPolling
  2. automatically do this!
    Sage AccountingSage Accounting
    Create Customer

    Creates a new customer.

    ActionWrite
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Supported triggers and actions

    • FormRequired

    Trigger
    Instant
    Try It
    • TagRequired

    • Object TypeRequired

    Trigger
    Instant
    Try It
    • TagRequired

    • Object TypeRequired

    Trigger
    Instant
    Try It
    • Api Docs Info

    • Stop on errorRequired

    • HTTP MethodRequired

    • URLRequired

    • Query string parameters

    • Additional request headers

    • Body

    Action
    Write
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ontraport logo

About Ontraport

An all-in-one business and marketing platform designed for information marketers, experts, and coaches.
Learn more

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  • Marketing Automation

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sage-accounting logo
sage-accounting logo

About Sage Accounting

Award winning accounting from the leader in financial accounting software. Manage invoicing, cash flow, tax, payments and more from any device through the cloud.

Related categories

  • Accounting