Plutio + Sage Intacct

Create new Sage Intacct contacts from new persons in Plutio

Streamline your contact management process with this workflow. Whenever a new person is added in Plutio, a corresponding contact will be created in Sage Intacct. This automation saves time and ensures accurate data transfer between your project management and accounting systems. Ideal for businesses looking to keep their customer information up to date and consistent across platforms.

Streamline your contact management process with this workflow. Whenever a new person is added in Plutio, a corresponding contact will be created in Sage Intacct. This automation saves time and ensures accurate data transfer between your project management and accounting systems. Ideal for businesses looking to keep their customer information up to date and consistent across platforms.

  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
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
sage-intacct logo
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