Sage Intacct + SmartTask

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.

  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
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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
smarttask logo
smarttask logo

About SmartTask

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

Related categories

  • Productivity