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Add Sage Intacct customers to Teamwork.com once
For delivery teams who want a new client company in Teamwork.com created from Sage Intacct details by asking their AI assistant.
On this page
Connector
Connect Teamwork.com, pick your AI tool and paste the prompt.
The problem
Every new client gets retyped, and sometimes twice
Before a project can start in Teamwork.com someone has to create the client company, usually by retyping details from Sage Intacct. Without a check first, a second company appears for a client already there under a slightly different name.
Without PopdockAI
- Copy the customer details out of Sage Intacct
- Search Teamwork.com for the company under several spellings
- Retype the name, address and contact details
- Merge the duplicate company later
With PopdockAI
- Customer details are read from Sage Intacct
- Teamwork.com is checked for the same or a very similar name
- You see the company before anything is written
- Missing email or address details are named in the result
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Create a client company in Teamwork from Intacct customer `{customer-name}`, so projects for that customer can be set up against it. Create it only after the user confirms.
**Step 1: Read the Intacct customer**
Call `intacct-get-customer` with `customer-name.contains` set to `{customer-name}`. If more than one customer matches, list them and stop. If none match, say so and stop. Keep `customer-name`, `email`, `city`, `state` and `country`.
**Step 2: Make sure Teamwork does not already have it**
Call `teamwork-get-companies` with `name.contains` set to the Intacct `customer-name`. If a company with the same or a very similar name exists, show it and stop. Do not create a duplicate.
**Step 3: Confirm**
Show the user the company that will be created: name, email, city, state and country code. Teamwork needs a two-letter ISO country code; convert the Intacct `country` only when you are sure of the code (for example United States to US), and otherwise leave it out. Wait for an explicit yes.
**Step 4: Create and confirm**
After the user says yes, call `teamwork-create-company` once with `name`, `email`, `city`, `state` and `country-code`. Report the new company `id` it returns.
**Rules & Guidelines:**
* `intacct-get-customer` is on the intacct server. `teamwork-get-companies` and `teamwork-create-company` are on the teamwork server.
* `teamwork-create-company` is the only tool that may write, and it may be called once, after confirmation.
* Do NOT call `teamwork-update-company`, `teamwork-create-project`, or any Intacct action tool such as `intacct-update-customer`.
**Validation:**
* If the Intacct customer has no email or address, create the company with the name alone and say which details were missing.
* If the create call fails, report the error as returned and stop.Who it's for
One answer, three teams that use it
Project coordinators
Set up a client in one message
Get a new client into Teamwork.com from its Intacct record without retyping, so the first project can start straight away.
Add the Sage Intacct customer Northwind Traders to Teamwork.com as a company.
Project managers
Avoid two companies for one client
A similar name check runs before anything is created, so your projects all sit under the one company.
Check whether Contoso Ltd is already in Teamwork.com, and if not create it from Intacct.
Finance operations
Keep client records consistent
New clients carry the same details in both systems, and anything missing is named so it can be filled in.
Create a Teamwork.com company for our new Intacct customer Fabrikam and tell me which details are missing.
How it works
What PopdockAI does when you ask
You name the Sage Intacct customer and your AI assistant checks Teamwork.com first. The company is created only after you confirm it.
01
Ask
You name the Sage Intacct customer.
02
Read
It reads their details, stopping if the name matches more than one.
03
Check
It looks in Teamwork.com for the same or a very similar company.
04
Confirm
You approve the company, then it is created and missing details are named.
What PopdockAI provides
The tools behind the answer
Ready made tools for Teamwork.com and one secure connection to your AI tool. No code, no exports.
sage-intacct-get-customer
teamwork-com-get-companies
teamwork-com-create-company
This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.
The outcome
New clients set up once and ready for projects
Related use cases
More ways to put this data to work
One prompt template with infinite possibilities.
Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.
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