Create new Sage Intacct contacts from sent Proposify proposals
Streamline your sales process with this Proposify to Sage Intacct automation. Whenever a new proposal is sent within Proposify, a contact will be instantly created in Sage Intacct, making it efficient to keep track of your budding relationships. This seamless workflow ensures you can focus on nurturing your leads, while the data management happens effortlessly in the background.
Streamline your sales process with this Proposify to Sage Intacct automation. Whenever a new proposal is sent within Proposify, a contact will be instantly created in Sage Intacct, making it efficient to keep track of your budding relationships. This seamless workflow ensures you can focus on nurturing your leads, while the data management happens effortlessly in the background.
- When this happens...Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
- 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