Acuity Scheduling + Sage Intacct
Create new Sage Intacct contacts from new appointments in Acuity Scheduling
Enjoy seamless management of your Sage Intacct contacts whenever you confirm a new appointment on Acuity Scheduling. This workflow ensures each new appointment creates a fresh contact in Sage Intacct, streamlining your scheduling process and keeping your contact information current.
Enjoy seamless management of your Sage Intacct contacts whenever you confirm a new appointment on Acuity Scheduling. This workflow ensures each new appointment creates a fresh contact in Sage Intacct, streamlining your scheduling process and keeping your contact information current.
- 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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Time Before (Unit)
Appointment Type
Calendar
Time BeforeRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCalendar
Appointment Type
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Product Order
Triggers when a new order is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.PackageRequired
Certificate Code
Email Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
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.Appointment IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSuggested 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 app
Calendar
Appointment Type
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Calendar
Appointment Type
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CouponRequired
Certificate Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CalendarRequired
Start Date and TimeRequired
End Date and TimeRequired
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Add or Update Client
This action updates a client's information in Acuity Scheduling. If the client does not exist, it creates a new client.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
E-Mail
ActionThis is an event a Zap performs.SearchFind existing data in your appNew 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 app
About Acuity Scheduling
Related categories
About Sage Intacct
Related categories
Related Zap Templates
- Create new Sage Intacct contacts for new product orders in Acuity Scheduling
- Create Sage Intacct contacts from new Acuity Scheduling appointments
- Create new Sage Intacct contacts from new Acuity Scheduling appointments
- Create new Sage Intacct contacts from new Acuity Scheduling appointments
- Discover customers in Sage Intacct for new appointments in Acuity Scheduling
- Create new Sage Intacct contacts from new Acuity Scheduling appointments
- Create new Sage Intacct contacts from new Acuity Scheduling product orders
- Create Sage Intacct contacts from new Acuity Scheduling appointments
- Create new Sage Intacct contacts for new Acuity Scheduling appointments
- Create contacts in Sage Intacct for each rescheduled appointment in Acuity Scheduling
- Start new Sage Intacct contacts from new Acuity Scheduling appointments
- Create new Sage Intacct contacts from new Acuity Scheduling appointments
- Create new Sage Intacct contacts from new Acuity Scheduling appointments
- Create new Sage Intacct contacts from new Acuity Scheduling appointments
- Create new Sage Intacct contacts from new Acuity Scheduling appointments
- Create contacts in Sage Intacct for new appointments in Acuity Scheduling
- Create new Sage Intacct contacts from new Acuity Scheduling appointments
- Create new Sage Intacct contacts from new Acuity Scheduling appointments
- Create new Sage Intacct contacts from new Acuity Scheduling appointments
- Create new Sage Intacct contacts for new product orders in Acuity Scheduling
- Create new Sage Intacct contacts from new Acuity Scheduling appointments
- Create contacts in Sage Intacct for new product orders in Acuity Scheduling
- Create new Sage Intacct contacts when appointments are canceled in Acuity Scheduling
- Create new Sage Intacct contacts from new product orders in Acuity Scheduling
- Add new Acuity Scheduling appointments to Sage Intacct as contacts
Related Zap Templates
- Create new Sage Intacct contacts for new product orders in Acuity Scheduling
- Create new Sage Intacct contacts from new Acuity Scheduling appointments
- Create new Sage Intacct contacts from new Acuity Scheduling product orders
- Create contacts in Sage Intacct for each rescheduled appointment in Acuity Scheduling
- Create new Sage Intacct contacts from new Acuity Scheduling appointments
- Create Sage Intacct contacts from new Acuity Scheduling appointments
- Discover customers in Sage Intacct for new appointments in Acuity Scheduling
- Create Sage Intacct contacts from new Acuity Scheduling appointments
- Start new Sage Intacct contacts from new Acuity Scheduling appointments
- Create new Sage Intacct contacts from new Acuity Scheduling appointments
- Create new Sage Intacct contacts from new Acuity Scheduling appointments
- Create new Sage Intacct contacts from new Acuity Scheduling appointments
- Create new Sage Intacct contacts for new Acuity Scheduling appointments
- Create new Sage Intacct contacts from new Acuity Scheduling appointments
- Create new Sage Intacct contacts from new Acuity Scheduling appointments