Create contacts in Sage Intacct for new or updated customers in Urable
Enhance your customer management process with this streamlined workflow. When a new or updated customer record appears in the Urable app, this automation immediately generates a corresponding contact in the Sage Intacct app. This effective solution keeps your contact details up to date, reduces manual data entry tasks, and lets you focus on delivering top-quality customer service.
Enhance your customer management process with this streamlined workflow. When a new or updated customer record appears in the Urable app, this automation immediately generates a corresponding contact in the Sage Intacct app. This effective solution keeps your contact details up to date, reduces manual data entry tasks, and lets you focus on delivering top-quality customer service.
- When this happens...New or Updated Customer
Triggers when a customer is created or updated in Urable.
- automatically do this!Create Contact
Triggers when a new contact is created.
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