Create new Sage Intacct contacts when new clients are added in Proposify
Discover a new simplicity in contact management with this workflow. Once a new client is added in Proposify, the same information will immediately create a new contact in Sage Intacct. This seamless coordination saves your valuable time and keeps your contact list current and well-structured. Experience smooth self-management with this innovative solution.
Discover a new simplicity in contact management with this workflow. Once a new client is added in Proposify, the same information will immediately create a new contact in Sage Intacct. This seamless coordination saves your valuable time and keeps your contact list current and well-structured. Experience smooth self-management with this innovative solution.
- When this happens...Client Created
Triggers when a user creates a new 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