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.
- When this happens...Client Created
Triggers when a user creates a new 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