Plutio + Sage Intacct

Create new contacts in Sage Intacct from new people in Plutio

Perfect your contact management process using this efficient workflow. Whenever a new person is recorded in Plutio, an equivalent contact gets formed in Sage Intacct. This ensures your data stays updated across various platforms and simplifies your customer management tasks while saving you precious time.

Perfect your contact management process using this efficient workflow. Whenever a new person is recorded in Plutio, an equivalent contact gets formed in Sage Intacct. This ensures your data stays updated across various platforms and simplifies your customer management tasks while saving you precious time.

  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
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plutio logo
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