Create Sage Intacct contacts from new or updated Urable customers
Stay up-to-date with your client base by streamlining your process. With this workflow, whenever there is a new or updated customer in Urable, it seamlessly creates a contact in Sage Intacct. This not only maintains an accurate record in your Sage Intacct system but also saves you time and reduces data entry errors. Keep your contacts effortlessly updated with this efficient automation.
Stay up-to-date with your client base by streamlining your process. With this workflow, whenever there is a new or updated customer in Urable, it seamlessly creates a contact in Sage Intacct. This not only maintains an accurate record in your Sage Intacct system but also saves you time and reduces data entry errors. Keep your contacts effortlessly updated with this efficient automation.
- 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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