Sage Intacct + Timely
Create new Sage Intacct contacts when customer triggers occur in Timely
With this workflow, your Timely app becomes a bridge to your Sage Intacct app when a new customer is added. Upon the appearance of a new customer in Timely, a fresh contact is instantly created in Sage Intacct. No more time wasted in manual data entry or risk of overlooked entries. Enjoy a streamlined process, with your apps communicating effortlessly to ensure all customer information is captured precisely and fast.
With this workflow, your Timely app becomes a bridge to your Sage Intacct app when a new customer is added. Upon the appearance of a new customer in Timely, a fresh contact is instantly created in Sage Intacct. No more time wasted in manual data entry or risk of overlooked entries. Enjoy a streamlined process, with your apps communicating effortlessly to ensure all customer information is captured precisely and fast.
- When this happens...Customer Trigger
Triggers on any new or updated customer.
- automatically do this!Create Contact
Triggers when a new contact is created.
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Customer Trigger
Triggers on any new or updated customer.
Try ItState
Try ItStatus
Try ItContact NameRequired
Print AsRequired
Last Name
First Name
Middle Name
Prefix
Company Name
Taxable
Tax ID
Contact Tax Group Name
Active
Primary Phone Number
Secondary Phone Number
Cellular Phone Number
Pager Number
Fax Number
Primary Email Address
Secondary Email Address
Primary URL
Secondary URL
Address Line 1
Address Line 2
City
State/Province
ZIP/Postal Code
Country
Status
Try ItNew Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Try ItVendor IDRequired
Bill Number
Transaction DateRequired
Due DateRequired
Payment Term
Reference Number
GL Posting Date
Transaction Currency
Base Currency
Exchange Rate Type
Exchange Rate Date
Exchange Rate Value
Attachments ID
GL Account NumberRequired
Transaction AmountRequired
Description
Department ID
Location ID
Project ID
Customer ID
Item ID
Contract ID
Customer NameRequired
Active
One Time Use
First Name
Middle Name
Last Name
Primary Contact Name
Primary Phone Number
Mobile Phone Number
Pager
Fax
Primary Email Address
Secondary Email Address
URL
Currency
Address Line 1
Address Line 2
City
State/Province
ZIP/Postal Code
Country
Print As
Exclude from the company contact list