Sage Intacct + Sansan
Create new Sage Intacct contacts from new Sansan business cards
When a new business card is received in Sansan, this workflow swiftly creates a contact within your Sage Intacct system. It reduces manual data entry and ensures your contact information stays up to date. Please note this workflow functions only when a new business card is added in Sansan and Sage Intacct is in use. A hassle-free way to manage your contacts and stay organized.
When a new business card is received in Sansan, this workflow swiftly creates a contact within your Sage Intacct system. It reduces manual data entry and ensures your contact information stays up to date. Please note this workflow functions only when a new business card is added in Sansan and Sage Intacct is in use. A hassle-free way to manage your contacts and stay organized.
- When this happens...New Business Card
Triggers when a business card is scanned or registered. This excludes business cards you do not have permission to access.
- automatically do this!Create Contact
Triggers when a new contact is created.
- Free forever for core features
- 14 day trial for premium features & apps
Scanned or Registered ByRequired
Try ItStatus
Try ItNew Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Try ItVendor IDRequired
Bill Number
Transaction DateRequired
Due DateRequired
Payment Term
Reference Number
GL Posting Date
Transaction Currency
Base Currency
Exchange Rate Type
Exchange Rate Date
Exchange Rate Value
Attachments ID
GL Account NumberRequired
Transaction AmountRequired
Description
Department ID
Location ID
Project ID
Customer ID
Item ID
Contract ID
BizCard IDRequired
State
Try ItStatus
Try ItContact NameRequired
Print AsRequired
Last Name
First Name
Middle Name
Prefix
Company Name
Taxable
Tax ID
Contact Tax Group Name
Active
Primary Phone Number
Secondary Phone Number
Cellular Phone Number
Pager Number
Fax Number
Primary Email Address
Secondary Email Address
Primary URL
Secondary URL
Address Line 1
Address Line 2
City
State/Province
ZIP/Postal Code
Country