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.
- When this happens...Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
- automatically do this!Create Contact
Triggers when a new contact is created.
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Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Try ItProposal Created
Triggers when a proposal is created.
Try ItProposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Try ItProposal Viewed
Triggers when a proposal is viewed by a client.
Try It