Proposify + Sage Intacct

Create new contacts in Sage Intacct when new clients are added in Proposify

When a new client is added in Proposify, let this workflow handle the task of creating a new contact in Sage Intacct for you. This automation not only saves precious time but also ensures you have consistent information in both platforms. Now, you can focus more on building relationships with your clients and less on data entry tasks.

When a new client is added in Proposify, let this workflow handle the task of creating a new contact in Sage Intacct for you. This automation not only saves precious time but also ensures you have consistent information in both platforms. Now, you can focus more on building relationships with your clients and less on data entry tasks.

  1. When this happens...
    ProposifyProposify
    Client Created

    Triggers when a user creates a new client.

    TriggerInstant
  2. automatically do this!
    Sage IntacctSage Intacct
    Create Contact

    Triggers when a new contact is created.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

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.
Learn more

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