Create new Sage Intacct contacts from won Proposify proposals
Winning a proposal in Proposify now leads to an immediate action in Sage Intacct - the creation of a new contact. This seamless automation enhances your customer management, allowing an effortless transition from proposal success to integrating your new contact in Sage Intacct. Experience an efficient, time-saving workflow that directly aligns your Proposify wins with Sage Intacct operations.
Winning a proposal in Proposify now leads to an immediate action in Sage Intacct - the creation of a new contact. This seamless automation enhances your customer management, allowing an effortless transition from proposal success to integrating your new contact in Sage Intacct. Experience an efficient, time-saving workflow that directly aligns your Proposify wins with Sage Intacct operations.
- 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