Podio + Sage Intacct

Create new Sage Intacct contacts from new Podio items

Launch new connections instantly when a new item is added in your Podio app. With this workflow, whenever there's a new item in Podio, it creates a contact in Sage Intacct, helping you manage your business relationships more effectively. No extra steps needed—just a seamless, automatic process to ensure no potential contacts slip through the cracks.

Launch new connections instantly when a new item is added in your Podio app. With this workflow, whenever there's a new item in Podio, it creates a contact in Sage Intacct, helping you manage your business relationships more effectively. No extra steps needed—just a seamless, automatic process to ensure no potential contacts slip through the cracks.

  1. When this happens...
    PodioPodio
    New Item

    Triggers when you add a new item, record or entry to an app (standard or custom).

    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

    • OrganizationRequired

    • WorkspaceRequired

    • ApplicationRequired

    • Field

    • Action TypeRequired

    • Include Image Attachments

    Trigger
    Instant
    Try It
    • OrganizationRequired

    • WorkspaceRequired

    • ApplicationRequired

    • View

    Trigger
    Polling
    Try It
    • Organization

    • Workspace

    • Application

    • Label

    • Responsible User

    • Status

    Trigger
    Polling
    Try It
podio logo
podio logo

About Podio

Podio is a collaborative work platform that's perfect for managing projects, teams, and anything else in your business that needs flexible apps that work the way you do.
Learn more

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  • Project Management

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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