Qwilr + Sage Intacct

"create new contacts in Sage Intacct from accepted projects in Qwilr"

Elevate your efficiency with this workflow. When a project is accepted in Qwilr, it immediately results in the creation of a new contact in the Sage Intacct app. This seamless integration saves you time and eliminates the need for manual data entry. Enjoy a more organized, efficient way of handling your business processes.

Elevate your efficiency with this workflow. When a project is accepted in Qwilr, it immediately results in the creation of a new contact in the Sage Intacct app. This seamless integration saves you time and eliminates the need for manual data entry. Enjoy a more organized, efficient way of handling your business processes.

  1. When this happens...
    QwilrQwilr
    Project Accepted

    Triggers when a project is accepted.

    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

  • Sage Intacct triggers, actions, and search

    New Payment Received (Accounts Receivable)

    Triggers when a new AR payment is added.

    Trigger
    Polling
    Try It
qwilr logo
qwilr logo

About Qwilr

Qwilr is reimagining the way you communicate with your clients. We help you make beautiful, intuitive sales and marketing documents that look impressive and integrate seamlessly with your business.

Related categories

  • Proposal & Invoice Management

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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