ActiveCampaign + Sage Intacct
Generate new deals in ActiveCampaign when new invoices surface in Sage Intacct
Streamline your finance and sales coordination using this workflow. When Sage Intacct registers a new invoice, it promptly creates a corresponding deal in ActiveCampaign. This automation facilitates smooth sales tracking and financial administration, saving you time and reducing data entry errors.
Streamline your finance and sales coordination using this workflow. When Sage Intacct registers a new invoice, it promptly creates a corresponding deal in ActiveCampaign. This automation facilitates smooth sales tracking and financial administration, saving you time and reducing data entry errors.
- When this happens...
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
ActionWriteCreate a new record or update an existing record in your app.
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Suggested Contact NameRequired
Print AsRequired
Last Name
First Name
Middle Name
Prefix
Company Name
Primary Email Address
Secondary Email Address
Primary Phone
Secondary Phone
Mobile Phone
Pager
Fax
Address Line 1
Address Line 2
Address Line 3
City
State or Territory
ZIP or Postal Code
Country
ISO Country Code
Primary URL
Secondary URL
Status
Discount
Is Taxable?
Tax ID
Show in Contact List
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice DateRequired
Due DateRequired
Action
Invoice Number
Reference Number
Description
Document ID
Base Currency
Transaction Currency
Exchange Rate - Date
Exchange Rate - Rate
Exchange Rate - Type ID
Customer Message - Choose Existing Message
Customer Message - Custom Message
Contacts - Pay To
Contacts - Return To
Contacts - Return To - Tax ID
Contacts - Return To - Tax Group
Billback Template
Attachment
CustomerRequired
Customer - Delivery Options
Payment Term
Tax Solution Key
Invoice Summary
Transaction AmountRequired
GL AccountRequired
Override Offset GL Account
Memo
Allocation
Account Label
Location
Department
Employee
Project
Customer
Vendor
Item
Warehouse
Class
Task
Cost Type
Asset
Contract
Affiliate Entity
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document type
VendorRequired
Transaction dateRequired
Date
Rate
Type ID
Payment term
Shipping method
Attachment
Tax solution
Source document
Primary contact
Ship to contact
Bill to contact
Deliver to contact
ItemRequired
UnitRequired
QuantityRequired
Unit priceRequired
Line description
Line memo
Location
Warehouse
Department
Project
Task
Class
Customer
Employee
Subtotals
History records
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Name
Sales Representative
Customer Type
Territory
Parent Customer
Shipping Method
Payment Term
Account Group
Price List
Price Schedule
Override Offset GL Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document type
Vendor invoiceRequired
Vendor
Transaction date
Date
Rate
Type ID
Payment term
Shipping method
Attachment
Tax solution
Source document
Primary contact
Ship to contact
Bill to contact
Deliver to contact
Item
Unit
Quantity
Unit price
Line description
Line memo
Location
Warehouse
Department
Project
Task
Class
Customer
Employee
Subtotals
History records
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Find Customer
Finds a customer based on search criteria.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Vendor
Finds a vendor based on a search criteria.
ActionThis is an event a Zap performs.SearchFind existing data in your appCustom ObjectRequired
Trigger EventsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Contact Joined Inbound WhatsApp Messaging Flow
Triggers when a contact sends a message that starts an inbound WhatsApp messaging flow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Automation Webhook
Triggers when an automation sends out webhook data. To add a webhook in ActiveCampaign, navigate to your Automations section, add or edit an automation, and create a new "Webhook" action.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal Note
Triggers when a new deal note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal Added or Updated
Triggers when a new deal is created or existing deal is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ListRequired
Importer Note
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List
Skip Unsubscribe Events
Importer Note
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.NameRequired
Website
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account ID
NameRequired
Update OnlyRequired
Account Owner
Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
ValueRequired
Owner
CurrencyRequired
PipelineRequired
StageRequired
Account
Contact Email Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AutomationRequired
Automation RunRequired
Contact IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Account IDRequired
Job Title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact ID
Contact Email
ActionRequired
Existing Tags
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom ObjectRequired
Record ID
External ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
ValueRequired
Owner
CurrencyRequired
PipelineRequired
StageRequired
Account ID
Contact ID
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task ID
Title
Deal IDRequired
Note
Due DateRequired
End Date
Task TypeRequired
Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WhatsApp Phone NumberRequired
Flow to startRequired
First Name
Last Name
Email
External URL
Custom properties
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event KeyRequired
Event Account IDRequired
Event NameRequired
Event Value
Contact Email Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID
Email Address
Phone Number
ActionThis is an event a Zap performs.SearchFind existing data in your appDeal Title
Contact Email
ActionThis is an event a Zap performs.SearchFind existing data in your appDeal Task TitleRequired
Deal ID
ActionThis is an event a Zap performs.SearchFind existing data in your appTemplate Name
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planDue DateRequired
Created DateRequired
Vendor
Transaction AmountRequired
GL AccountRequired
Total Transaction Amount
Memo
Location
Department
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Sales Representative
Customer Type
Territory
Parent
Shipping Method
Term
Account Group
Price List
Price Schedule
Override Offset GL Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project resource
Project
Employee
Item
Labor rate
Expense rate
AP and purchasing rate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BillRequired
Vendor
Payment term
Tax solution
Attachment
Bill summary
Location
Bill back template
Fully paid date
Pay to contact
Return to contact
Base currency
Transaction currency
Exchange rate date
Exchange rate
Exchange rate type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.InvoiceRequired
Invoice Date
Due Date
Action
Invoice Number
Reference Number
Description
Document ID
Base Currency
Transaction Currency
Exchange Rate - Date
Exchange Rate - Rate
Exchange Rate - Type ID
Customer Message - Choose Existing Message
Customer Message - Custom Message
Contacts - Pay To
Contacts - Return To
Contacts - Return To - Tax ID
Contacts - Return To - Tax Group
Billback Template
Attachment
Customer
Customer - Delivery Options
Payment Term
Tax Solution Key
Invoice Summary
Line Item Key
Transaction Amount
GL Account
Override Offset GL Account
Memo
Allocation
Account Label
Location
Department
Employee
Project
Customer
Vendor
Item
Warehouse
Class
Task
Cost Type
Asset
Contract
Affiliate Entity
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Bill
Finds a bill based on a search criteria.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Invoice
Finds a invoice based on a search criteria.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Invoices
Finds invoices within a date range.
ActionThis is an event a Zap performs.SearchFind existing data in your appCustom ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Completed WhatsApp Messaging Flow
Triggers when a contact completes a WhatsApp messaging flow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New or Updated Account
Triggers when a new account is added or an existing account's details are updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal Task
Triggers when a new deal task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Account IDRequired
Name
Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List
ID
Email Address
First Name
Last Name
Full Name
Phone Number
Tags
Organization Name
Job Title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AutomationRequired
Subscriber EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email MessageRequired
ListRequired
Campaign NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
List IDRequired
NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task ID
Title
Contact IDRequired
Note
Due DateRequired
End Date
Task TypeRequired
Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Deal IDRequired
Role
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Title
Value
Currency
Owner
Pipeline
Stage
Account ID
Contact ID
Status
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ActionRequired
List IDRequired
Contact ID
Email Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WhatsApp Phone NumberRequired
WhatsApp Template to sendRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact Task TitleRequired
Contact ID
ActionThis is an event a Zap performs.SearchFind existing data in your appTitle
Contact Email
ActionThis is an event a Zap performs.SearchFind existing data in your appEmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
About ActiveCampaign
Related categories
About Sage Intacct
Related categories
Related Zap Templates
- Update or create contacts in Sage Intacct when new or updated contacts appear in ActiveCampaign
- Create new Sage Intacct contacts from new ActiveCampaign automation webhooks
- Create new Sage Intacct contacts from new ActiveCampaign automation webhooks
- Create new Sage Intacct contacts for each newly added ActiveCampaign contact list entry
- Add new ActiveCampaign contacts to Sage Intacct as contacts
- Create or update ActiveCampaign contacts for every new invoice in Sage Intacct
- Find new customers in Sage Intacct when new contacts are added to list in ActiveCampaign
- Manage new or updated ActiveCampaign tags by creating contacts in Sage Intacct
- Create new Sage Intacct contacts from new or updated ActiveCampaign contacts
- Create new Sage Intacct contacts when tags are added or removed from ActiveCampaign contacts
- Add new ActiveCampaign contacts to Sage Intacct as contacts
- Create new Sage Intacct contacts from newly added ActiveCampaign contacts
- Create new Sage Intacct contacts from new ActiveCampaign automation webhooks
- Create new Sage Intacct contacts from new ActiveCampaign automation webhooks
- Add new ActiveCampaign contacts to Sage Intacct as new contacts
- Create new Sage Intacct contacts from new ActiveCampaign automation webhooks
- Create new contacts in Sage Intacct when tags are added or removed from contacts in ActiveCampaign
- Create new Sage Intacct contacts when tags are added or removed from ActiveCampaign contacts
- Create new Sage Intacct contacts from new ActiveCampaign automation webhooks
- Create new Sage Intacct contacts from new ActiveCampaign automation webhooks
- Create or update Sage Intacct contacts from new or updated ActiveCampaign contacts
- Update Sage Intacct contacts when tags are added or removed in ActiveCampaign
- Add new ActiveCampaign contacts to Sage Intacct as new contacts
- Create new Sage Intacct contacts when tags are added or removed from ActiveCampaign contacts
- Create new Sage Intacct contacts when new contacts are added to lists in ActiveCampaign
- Create new Sage Intacct contacts from new ActiveCampaign automation webhooks
- Manage new or updated ActiveCampaign contacts by creating corresponding contacts in Sage Intacct
- Create new Sage Intacct contacts when new contacts are added to ActiveCampaign lists
- Manage ActiveCampaign contacts by creating equivalent contacts in Sage Intacct when tags are updated
- Manage tag updates in ActiveCampaign contacts by creating corresponding contacts in Sage Intacct
- Add new ActiveCampaign contacts to Sage Intacct as contacts
- Add new ActiveCampaign contacts to Sage Intacct as contacts
- Create contacts in Sage Intacct for new or updated contacts in ActiveCampaign
- Update Sage Intacct contacts when tags are added or removed from ActiveCampaign contacts
- Create or update contacts in Sage Intacct from new or updated contacts in ActiveCampaign
- Manage ActiveCampaign contact tags by creating corresponding contacts in Sage Intacct
- Create or update contacts in Sage Intacct for new or updated contacts in ActiveCampaign
- Create new Sage Intacct contacts from new ActiveCampaign contacts added to a list
- Add new ActiveCampaign contacts to Sage Intacct as contacts
- Automatically create or update contacts in Sage Intacct whenever there are new or updated contacts in ActiveCampaign
Related Zap Templates
- Update or create contacts in Sage Intacct when new or updated contacts appear in ActiveCampaign
- Create new Sage Intacct contacts for each newly added ActiveCampaign contact list entry
- Find new customers in Sage Intacct when new contacts are added to list in ActiveCampaign
- Create new Sage Intacct contacts when tags are added or removed from ActiveCampaign contacts
- Create new Sage Intacct contacts from new ActiveCampaign automation webhooks
- Create new Sage Intacct contacts from new ActiveCampaign automation webhooks
- Create new Sage Intacct contacts from new ActiveCampaign automation webhooks
- Update Sage Intacct contacts when tags are added or removed in ActiveCampaign
- Create new Sage Intacct contacts when new contacts are added to lists in ActiveCampaign
- Create new Sage Intacct contacts when new contacts are added to ActiveCampaign lists
- Add new ActiveCampaign contacts to Sage Intacct as contacts
- Update Sage Intacct contacts when tags are added or removed from ActiveCampaign contacts
- Create or update contacts in Sage Intacct for new or updated contacts in ActiveCampaign
- Automatically create or update contacts in Sage Intacct whenever there are new or updated contacts in ActiveCampaign
- Create new Sage Intacct contacts from new ActiveCampaign automation webhooks
- Add new ActiveCampaign contacts to Sage Intacct as contacts
- Manage new or updated ActiveCampaign tags by creating contacts in Sage Intacct
- Add new ActiveCampaign contacts to Sage Intacct as contacts
- Create new Sage Intacct contacts from new ActiveCampaign automation webhooks
- Create new contacts in Sage Intacct when tags are added or removed from contacts in ActiveCampaign
- Create new Sage Intacct contacts from new ActiveCampaign automation webhooks
- Add new ActiveCampaign contacts to Sage Intacct as new contacts
- Create new Sage Intacct contacts from new ActiveCampaign automation webhooks
- Manage ActiveCampaign contacts by creating equivalent contacts in Sage Intacct when tags are updated
- Add new ActiveCampaign contacts to Sage Intacct as contacts
- Create or update contacts in Sage Intacct from new or updated contacts in ActiveCampaign
- Create new Sage Intacct contacts from new ActiveCampaign contacts added to a list
- Create new Sage Intacct contacts from new ActiveCampaign automation webhooks
- Create or update ActiveCampaign contacts for every new invoice in Sage Intacct
- Create new Sage Intacct contacts from new or updated ActiveCampaign contacts
- Create new Sage Intacct contacts from newly added ActiveCampaign contacts
- Add new ActiveCampaign contacts to Sage Intacct as new contacts
- Create new Sage Intacct contacts when tags are added or removed from ActiveCampaign contacts
- Create or update Sage Intacct contacts from new or updated ActiveCampaign contacts
- Create new Sage Intacct contacts when tags are added or removed from ActiveCampaign contacts
- Manage new or updated ActiveCampaign contacts by creating corresponding contacts in Sage Intacct
- Manage tag updates in ActiveCampaign contacts by creating corresponding contacts in Sage Intacct
- Create contacts in Sage Intacct for new or updated contacts in ActiveCampaign
- Manage ActiveCampaign contact tags by creating corresponding contacts in Sage Intacct
- Add new ActiveCampaign contacts to Sage Intacct as contacts