Proposify + Sage Intacct

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.

  1. When this happens...
    ProposifyProposify
    Client Created

    Triggers when a user creates a new 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