Create new Sage Intacct contacts from won Proposify proposals
Improve your business efficiency with this automated workflow. Once a deal gets finalized in Proposify, it instantly creates a corresponding entry in your Sage Intacct system. This seamless alignment of your successful proposals with your accounting platform ensures your customer details stay accurate and up-to-date. Embrace this practical and effective way to manage your financial records.
Improve your business efficiency with this automated workflow. Once a deal gets finalized in Proposify, it instantly creates a corresponding entry in your Sage Intacct system. This seamless alignment of your successful proposals with your accounting platform ensures your customer details stay accurate and up-to-date. Embrace this practical and effective way to manage your financial records.
- When this happens...Proposal Won
Triggers when a proposal is accepted by a client.
- 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