Plutio + Sage Intacct

Create new Sage Intacct contacts from new persons in Plutio

Looking to efficiently streamline your contact management between Plutio and Sage Intacct? With this workflow, every time a new person is added in Plutio, a corresponding contact entry is created in Sage Intacct seamlessly. This means less manual data entry and more time for important tasks. Simplify your contact administration and keep both platforms in harmony with this easy workflow.

Looking to efficiently streamline your contact management between Plutio and Sage Intacct? With this workflow, every time a new person is added in Plutio, a corresponding contact entry is created in Sage Intacct seamlessly. This means less manual data entry and more time for important tasks. Simplify your contact administration and keep both platforms in harmony with this easy workflow.

  1. When this happens...
    PlutioPlutio
    New Person

    Triggers when a new person is created.

    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

    • ProjectRequired

    Trigger
    Polling
    Try It
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plutio logo

About Plutio

Plutio allows you to manage projects and tasks, create proposals and contracts, send invoices and get paid online, collaborate with your clients and team, plus so much more.
Learn more

Related categories

  • Project Management
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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