Proposify + Sage Intacct

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.

  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.
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