PandaDoc + Sage Intacct

Create new Sage Intacct contacts from paid PandaDoc documents

Organize your financial procedures seamlessly with this useful workflow. When a document is paid within PandaDoc, it instantly prompts a corresponding payment update in Sage Intacct. This automation helps ensure your payment data stays up-to-date across both platforms, reducing repetitive tasks, boosting efficiency, and enhancing your overall productivity.

Organize your financial procedures seamlessly with this useful workflow. When a document is paid within PandaDoc, it instantly prompts a corresponding payment update in Sage Intacct. This automation helps ensure your payment data stays up-to-date across both platforms, reducing repetitive tasks, boosting efficiency, and enhancing your overall productivity.

  1. When this happens...
    PandaDocPandaDoc
    Document Paid

    Triggers when a document is paid.

    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

    • Source

    • Document Status

    Trigger
    Instant
    Try It
    • warning

    • EmailRequired

    • First name

    • Last name

    • Company

    • Phone

    • Title

    • Street Address

    • City

    • Postal Code

    • Country

    • State

    Action
    Write
    • EmailRequired

    • First name

    • Last name

    • Company

    • Phone

    • Job Title

    • Street Address

    • City

    • Postal Code

    • Country

    • State

    Action
    Write
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About PandaDoc

PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.
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Related categories

  • Documents

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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