Proposify + Sage Intacct

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.

  1. When this happens...
    ProposifyProposify
    Proposal Won

    Triggers when a proposal is accepted by a client.

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

    Triggers when a new contact is created.

    ActionWrite
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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.
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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