Create new Sage Intacct contacts from won Proposify proposals
Winning a proposal in Proposify instantly produces a new contact in Sage Intacct. No more manual data entry is needed, freeing up your time and energy. This automation ensures accurate records are constantly maintained for optimal business efficiency.
Winning a proposal in Proposify instantly produces a new contact in Sage Intacct. No more manual data entry is needed, freeing up your time and energy. This automation ensures accurate records are constantly maintained for optimal business efficiency.
- 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