Create new Sage Intacct contacts for every new customer in Urable
Streamline your customer management process with this efficient workflow. When you add a new customer in Urable, it prompts the creation of new contact details in Sage Intacct. This automation lightens your manual data entry load, ensuring all your customer details are consistent across both platforms thereby improving your overall customer relationship management.
Streamline your customer management process with this efficient workflow. When you add a new customer in Urable, it prompts the creation of new contact details in Sage Intacct. This automation lightens your manual data entry load, ensuring all your customer details are consistent across both platforms thereby improving your overall customer relationship management.
- 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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