Sage Intacct + SmartTask

Create new Sage Intacct contacts from new SmartTask contacts

Boost your efficiency by linking your SmartTask and Sage Intacct apps together. With this workflow, whenever a new contact is added in SmartTask, it immediately creates a similar contact in Sage Intacct. Save time on repetitive data entry and ensure your contact information is always uniform across both platforms. It's a simple solution for seamless contact management.

Boost your efficiency by linking your SmartTask and Sage Intacct apps together. With this workflow, whenever a new contact is added in SmartTask, it immediately creates a similar contact in Sage Intacct. Save time on repetitive data entry and ensure your contact information is always uniform across both platforms. It's a simple solution for seamless contact management.

  1. When this happens...
    SmartTaskSmartTask
    New Contact

    Triggers when a new contact is added to the organization

    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

    • Organization IdRequired

    • Project IdRequired

    Trigger
    Instant
    Try It
    • Organization IdRequired

    • Created by UserIdRequired

    • In Projects

    • Check For Duplicate?Required

    • Contact TypeRequired

    • Parent Contact Id

    • Parent Contact Name

    • Title of current Contact

    • NameRequired

    • Avatar Url

    • Description

    • Address

    • Website Url

    • Facebook Url

    • Linkedin Url

    • Twitter Url

    • Github Url

    • Instagram Url

    • Emails

    • Phone Numbers

    Action
    Write
  • Sage Intacct triggers, actions, and search

    New Payment Received (Accounts Receivable)

    Triggers when a new AR payment is added.

    Trigger
    Polling
    Try It
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
smarttask logo
smarttask logo

About SmartTask

SmartTask is an online work management software for teams to track and manage their processes.

Related categories

  • Productivity