Sage Intacct Integrations

Name: Zapier
Availability: InStock

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Accounting

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Google Sheets

Google, Spreadsheets

HubSpot

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CRM (Customer Relationship Management)

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Project Management

Stripe

Payment Processing

Airtable

Databases

Google Sheets

Google, Spreadsheets

HubSpot

Marketing Automation

Salesforce

CRM (Customer Relationship Management)

monday.com

Project Management

Stripe

Payment Processing

Airtable

Databases

Shopify

eCommerce

Wix

Website Builders

Pipedrive

CRM (Customer Relationship Management)

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate Sage Intacct integrations with Zapier's templates

Create contacts in Sage Intacct from new submissions in Jotform
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Details
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Jotform + Sage Intacct
Create records in Airtable from new invoices in Sage Intacct
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Sage Intacct + Airtable
Create Mailchimp Subscribers for new Vendors
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Sage Intacct + Mailchimp
Create Tasks in Asana for new Contacts in Sage Intacct
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Sage Intacct + Asana
Create New Contacts in Sage Intacct for new Customers in Stripe
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Stripe + Sage Intacct
Record Payment in Stripe when new AR Payment in Sage Intacct is added
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Sage Intacct + Stripe

Create contacts in Sage Intacct from new submissions in Jotform

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Jotform + Sage Intacct

Create records in Airtable from new invoices in Sage Intacct

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Sage Intacct + Airtable

Create Mailchimp Subscribers for new Vendors

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Sage Intacct + Mailchimp

Create Tasks in Asana for new Contacts in Sage Intacct

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Sage Intacct + Asana

Create New Contacts in Sage Intacct for new Customers in Stripe

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Stripe + Sage Intacct

Record Payment in Stripe when new AR Payment in Sage Intacct is added

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Sage Intacct + Stripe

Add customer details to private comment to ticket in Zendesk for Sage Intacct customers

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Zendesk + Sage Intacct

Find/Create Company and Deal in HubSpot for new invoices in Sage Intacct

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Sage Intacct + HubSpot

Create new Shippo orders from new Sage Intacct invoices

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Sage Intacct + Shippo

Subscribe persons in Action Network when new invoices are tracked in Sage Intacct

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Sage Intacct + Action Network

Create new Sage Intacct contacts from new Eventbrite events

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Eventbrite + Sage Intacct

Create records in Zapier Tables for new invoices in Sage Intacct

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Sage Intacct + Zapier Tables

Add customer details to private comment to ticket in Zendesk for Sage Intacct customers
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Zendesk + Sage Intacct
Find/Create Company and Deal in HubSpot for new invoices in Sage Intacct
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Sage Intacct + HubSpot
Create new Shippo orders from new Sage Intacct invoices
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Sage Intacct + Shippo
Subscribe persons in Action Network when new invoices are tracked in Sage Intacct
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Sage Intacct + Action Network
Create new Sage Intacct contacts from new Eventbrite events
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Eventbrite + Sage Intacct
Create records in Zapier Tables for new invoices in Sage Intacct
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Sage Intacct + Zapier Tables

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions

- Status
Trigger
Polling
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New Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Trigger
Polling
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- Vendor ID
  Required
- Bill Number
- Transaction Date
  Required
- Due Date
  Required
- Payment Term
- Reference Number
- GL Posting Date
- Transaction Currency
- Base Currency
- Exchange Rate Type
- Exchange Rate Date
- Exchange Rate Value
- Attachments ID
- GL Account Number
  Required
- Transaction Amount
  Required
- Description
- Department ID
- Location ID
- Project ID
- Customer ID
- Item ID
- Contract ID
Action
Write
- Customer Name
  Required
- Active
- One Time Use
- First Name
- Middle Name
- Last Name
- Primary Contact Name
- Primary Phone Number
- Cellular Phone Number
- Pager Number
- Fax Number
- Primary Email Address
- Secondary Email Address
- Primary URL
- Currency
- Address Line 1
- Address Line 2
- City
- State/Province
- ZIP/Postal Code
- Country
- Print As
  Required
- Exclude from the company contact list
Action
Write
Find Bill
Finds a bill based on a search criteria.
Action
Search
Find Invoice
Finds a invoice based on a search criteria.
Action
Search

- State
Trigger
Polling
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- Status
Trigger
Polling
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- Contact Name
  Required
- Print As
  Required
- 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
Action
Write
- Invoice Number
- Reference Number
- Customer ID
  Required
- Due Date
  Required
- Payment Term
- Create Draft
- GL Account Number
  Required
- AR Account Label
- Offset GL Account Number
- Transaction Amount
  Required
- Location ID
- Allocation ID
- Customer ID
- Class ID
- Contract ID
- Department ID
- Employee ID
- Vendor ID
  Required
- Warehouse ID
- Project ID
- Item ID
- Memo
- Rev Rec Template ID
- Deferred Revenue GL Account Number
- Rev Rec End Date
- Rev Rec Start Date
- Total Due
- Total Paid
- External ID
- Description
- Bill To Contact
- Ship To Contact
- SummaryRecordNo
- Attachments ID
- Base Currency
- Transaction Currency
- Exchange Rate Date
- Exchange Rate Type
- Exchange Rate Value
- Transaction Date
  Required
- GL Posting Date
- Post to GL?
Action
Write
Find Customer
Finds a customer based on search criteria.
Action
Search
Find Vendor
Finds a vendor based on a search criteria.
Action
Search

Sage Intacct Help & Support

Common issues

How to get started with Sage Intacct on Zapier

About Sage Intacct

Sage Intacct is a cloud-based financial management software that streamlines & automates accounting business processes, providing real-time financial insights.

HelpHelp

Related categories

Accounting

Sage Intacct Integrations

Do more with Sage Intacct integrations

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate Sage Intacct integrations with Zapier's templates

Create contacts in Sage Intacct from new submissions in Jotform

Create records in Airtable from new invoices in Sage Intacct

Create Mailchimp Subscribers for new Vendors

Create Tasks in Asana for new Contacts in Sage Intacct

Create New Contacts in Sage Intacct for new Customers in Stripe

Record Payment in Stripe when new AR Payment in Sage Intacct is added

Create contacts in Sage Intacct from new submissions in Jotform

Create records in Airtable from new invoices in Sage Intacct

Create Mailchimp Subscribers for new Vendors

Create Tasks in Asana for new Contacts in Sage Intacct

Create New Contacts in Sage Intacct for new Customers in Stripe

Record Payment in Stripe when new AR Payment in Sage Intacct is added

Add customer details to private comment to ticket in Zendesk for Sage Intacct customers

Find/Create Company and Deal in HubSpot for new invoices in Sage Intacct

Create new Shippo orders from new Sage Intacct invoices

Subscribe persons in Action Network when new invoices are tracked in Sage Intacct

Create new Sage Intacct contacts from new Eventbrite events

Create records in Zapier Tables for new invoices in Sage Intacct

Add customer details to private comment to ticket in Zendesk for Sage Intacct customers

Find/Create Company and Deal in HubSpot for new invoices in Sage Intacct

Create new Shippo orders from new Sage Intacct invoices

Subscribe persons in Action Network when new invoices are tracked in Sage Intacct

Create new Sage Intacct contacts from new Eventbrite events

Create records in Zapier Tables for new invoices in Sage Intacct

Supported triggers and actions

Sage Intacct Help & Support

Common issues

How to get started with Sage Intacct on Zapier

Popular Sage Intacct Integrations

Popular Sage Intacct Integrations