Proposify + Sage Intacct

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.

  1. When this happens...
    ProposifyProposify
    Proposal Sent

    Triggers when a proposal is sent or marked as sent by a user.

    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