Create contacts in Sage Intacct for new invoices in Planning Pod
Keep your financial records up-to-date with this easy automation. When a fresh invoice is created in Planning Pod, a corresponding invoice will also be produced in Sage Intacct. This ensures that your accounting records remain current, cuts back on manual data entry, and limits potential errors. Enjoy smooth and efficient business operations with this straightforward solution.
Keep your financial records up-to-date with this easy automation. When a fresh invoice is created in Planning Pod, a corresponding invoice will also be produced in Sage Intacct. This ensures that your accounting records remain current, cuts back on manual data entry, and limits potential errors. Enjoy smooth and efficient business operations with this straightforward solution.
- When this happens...New Invoice
Triggers when a new invoice is created.
- automatically do this!Create Contact
Triggers when a new contact is created.
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