Create new Sage Intacct contacts for each new customer in Urable
When a new client comes onboard in Urable, this workflow ensures their details are immediately transferred into Sage Intacct as a new contact. This saves you from manual data entry, eliminating the risk of errors and accelerating the process. Grow your business smoothly with this Urable to Sage Intacct workflow.
When a new client comes onboard in Urable, this workflow ensures their details are immediately transferred into Sage Intacct as a new contact. This saves you from manual data entry, eliminating the risk of errors and accelerating the process. Grow your business smoothly with this Urable to Sage Intacct workflow.
- When this happens...New Customer
Triggers when a new customer is added in Urable.
- automatically do this!Create Contact
Triggers when a new contact is created.
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