Proposify + Sage Intacct

Create new Sage Intacct contacts when Proposify proposals are sent

Automate your workflow to efficiently keep track of your proposals and client data. If a proposal is sent using Proposify, this workflow will effortlessly create a new contact in your Sage Intacct system. Save time and reduce manual entries, boosting productivity and ensuring accuracy within your customer records.

Automate your workflow to efficiently keep track of your proposals and client data. If a proposal is sent using Proposify, this workflow will effortlessly create a new contact in your Sage Intacct system. Save time and reduce manual entries, boosting productivity and ensuring accuracy within your customer records.

  1. When this happens...
    ProposifyProposify
    Proposal Sent

    Triggers when a proposal is sent or marked as sent by a user.

    TriggerInstant
  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

proposify logo
proposify logo

About Proposify

Do more! Proposify let's you connect with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.
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Related categories

  • Proposal & Invoice 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