Create new Sage Intacct contacts from new SmartTask contacts
Whenever there's a new contact in SmartTask, ensure it gets added to your Sage Intacct system without any manual effort. This streamlined workflow makes the process of maintaining accurate business contacts across both platforms easy and efficient. Ideal for businesses that need a unified platform for contact management, this reliable connection between SmartTask and Sage Intacct reduces data entry error and saves time.
Whenever there's a new contact in SmartTask, ensure it gets added to your Sage Intacct system without any manual effort. This streamlined workflow makes the process of maintaining accurate business contacts across both platforms easy and efficient. Ideal for businesses that need a unified platform for contact management, this reliable connection between SmartTask and Sage Intacct reduces data entry error and saves time.
- When this happens...New Contact
Triggers when a new contact is added to the organization
- automatically do this!Create Contact
Triggers when a new contact is created.
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Organization IdRequired
Try ItOrganization IdRequired
Project IdRequired
Try ItOrganization IdRequired
Creator UserIdRequired
Assignee
Taskname
Description
Project
Follower
Priority
Start Date
Due Date
Task TypeRequired
StatusRequired
Parent Task Id
Contact Ids
State
Try It
Organization IdRequired
Project IdRequired
Try ItOrganization 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
Status
Try ItNew Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Try It