Airtable + Sage Intacct
Manage new Sage Intacct invoices by creating or updating records in Airtable
This workflow offers an efficient way to keep track of your invoicing in Sage Intacct by updating records in Airtable automatically. Whenever a new invoice is generated in Sage Intacct, this automation will either create a new record or update an existing one in Airtable. It simplifies your financial tasks and ensures seamless data management between the two applications.
This workflow offers an efficient way to keep track of your invoicing in Sage Intacct by updating records in Airtable automatically. Whenever a new invoice is generated in Sage Intacct, this automation will either create a new record or update an existing one in Airtable. It simplifies your financial tasks and ensures seamless data management between the two applications.
- When this happens...
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create or Update RecordFind and update an existing record, or create a new one.
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 appBaseRequired
TableRequired
Limit to View
Include attachment content
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planBaseRequired
TableRequired
RecordRequired
CommentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Cache Copy
BaseRequired
TableRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BaseRequired
TableRequired
Help Text
Primary lookup fieldRequired
Secondary lookup field
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BaseRequired
TableRequired
RecordRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BaseRequired
TableRequired
Number of RecordsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BaseRequired
TableRequired
Search by Field
Search Value
Search type
Search Formula
Limit to View
ActionThis is an event a Zap performs.SearchFind existing data in your appBaseRequired
Search KeywordRequired
Search In
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch KeywordRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBaseRequired
TableRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBaseRequired
TableRequired
Search by Field
Search Value
Search type
Search Formula
Limit to View
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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 appHelp Text
BaseRequired
TableRequired
Last modified time columnRequired
Limit to view
Include file contents?
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planBaseRequired
TableRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Workspace IDRequired
Number of TablesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BaseRequired
Table NameRequired
Table Description
Primary Field Name
Primary Field Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BaseRequired
TableRequired
RecordRequired
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.BaseRequired
TableRequired
Record IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBaseRequired
Table IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBase IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBaseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
About Airtable
Related categories
About Sage Intacct
Related categories
Related Zap Templates
- Create Airtable records for new payments received in Sage Intacct accounts receivable
- Create records in Airtable whenever new invoices are issued in Sage Intacct
- Create or update Airtable records for new Sage Intacct invoices
- Create records in Airtable from new invoices in Sage Intacct
- Create records in Airtable from new invoices in Sage Intacct
- Create new Sage Intacct contacts from new Airtable records
- Create new Sage Intacct contacts from new Airtable records
- Find and manage Sage Intacct customers with new or updated records in Airtable
- Create contacts in Sage Intacct for new or updated records in Airtable
- Create new Sage Intacct contacts from new Airtable records
- Create contacts in Sage Intacct from new or updated records in Airtable
- Create new Sage Intacct contacts from new Airtable records
- Create new Sage Intacct contacts from new Airtable records
- Create new Sage Intacct contacts from new Airtable records
- Create new Sage Intacct contacts from new Airtable records
- Create new Sage Intacct contacts from new Airtable records
- Create new Sage Intacct contacts from new Airtable records
- Create new contacts in Sage Intacct from new records in Airtable
- Create new Sage Intacct contacts for each new record in Airtable
- Create contacts in Sage Intacct from new or updated records in Airtable
- Create new Sage Intacct contacts from new Airtable records
- Create new Sage Intacct contacts from new Airtable records
- Create contacts in Sage Intacct from new or updated records in Airtable
- Create new Sage Intacct contacts from new Airtable records
- Create new Sage Intacct contacts from new or updated Airtable records
- Create contacts in Sage Intacct from new records in Airtable
- Create contacts in Sage Intacct for new or updated records in Airtable
- Create new Sage Intacct contacts from new Airtable records
- Create new Sage Intacct contacts from new Airtable records
- Create or update Sage Intacct contacts from new or updated Airtable records
- Create new Sage Intacct contacts from new or updated records in Airtable
- Create contacts in Sage Intacct for new or updated records in Airtable
- Create contacts in Sage Intacct for new or updated records in Airtable
- Create Sage Intacct contacts from new or updated Airtable records
- Create Sage Intacct contacts from new or updated Airtable records
- Create new Sage Intacct contacts from new Airtable records
- Create new Sage Intacct contacts from new Airtable records
- Create new Sage Intacct contacts from new Airtable records
- Create contacts in Sage Intacct for new or updated records in Airtable
- Create Sage Intacct contacts from new or updated Airtable records
- Create new Sage Intacct contacts from new Airtable records
- Create or update Sage Intacct contacts from new or updated Airtable records
- Create new Sage Intacct contacts from new or updated Airtable records
- Create new Sage Intacct contacts from new Airtable records
- Create new Sage Intacct contacts from new Airtable records
- Create Sage Intacct contacts from new or updated Airtable records
- Create contacts in Sage Intacct from new or updated records in Airtable
- Create new Sage Intacct contacts from new Airtable records
- Create Sage Intacct contacts from new or updated Airtable records
- Create new Sage Intacct contacts from new or updated records in Airtable
- Create new Sage Intacct contacts from new Airtable records
- Create Sage Intacct contacts from new or updated Airtable records
- Create new Sage Intacct contacts for new Airtable records
Related Zap Templates
- Create Airtable records for new payments received in Sage Intacct accounts receivable
- Create records in Airtable from new invoices in Sage Intacct
- Create new Sage Intacct contacts from new Airtable records
- Create new Sage Intacct contacts from new Airtable records
- Create new Sage Intacct contacts from new Airtable records
- Create new Sage Intacct contacts from new Airtable records
- Create new Sage Intacct contacts for each new record in Airtable
- Create new Sage Intacct contacts from new Airtable records
- Create new Sage Intacct contacts from new or updated Airtable records
- Create new Sage Intacct contacts from new Airtable records
- Create new Sage Intacct contacts from new or updated records in Airtable
- Create Sage Intacct contacts from new or updated Airtable records
- Create new Sage Intacct contacts from new Airtable records
- Create Sage Intacct contacts from new or updated Airtable records
- Create new Sage Intacct contacts from new or updated Airtable records
- Create Sage Intacct contacts from new or updated Airtable records
- Create Sage Intacct contacts from new or updated Airtable records
- Create Sage Intacct contacts from new or updated Airtable records
- Create records in Airtable whenever new invoices are issued in Sage Intacct
- Create records in Airtable from new invoices in Sage Intacct
- Find and manage Sage Intacct customers with new or updated records in Airtable
- Create contacts in Sage Intacct from new or updated records in Airtable
- Create new Sage Intacct contacts from new Airtable records
- Create new Sage Intacct contacts from new Airtable records
- Create contacts in Sage Intacct from new or updated records in Airtable
- Create contacts in Sage Intacct from new or updated records in Airtable
- Create contacts in Sage Intacct from new records in Airtable
- Create new Sage Intacct contacts from new Airtable records
- Create contacts in Sage Intacct for new or updated records in Airtable
- Create Sage Intacct contacts from new or updated Airtable records
- Create new Sage Intacct contacts from new Airtable records
- Create new Sage Intacct contacts from new Airtable records
- Create new Sage Intacct contacts from new Airtable records
- Create contacts in Sage Intacct from new or updated records in Airtable
- Create new Sage Intacct contacts from new or updated records in Airtable
- Create new Sage Intacct contacts for new Airtable records
- Create or update Airtable records for new Sage Intacct invoices
- Create new Sage Intacct contacts from new Airtable records
- Create contacts in Sage Intacct for new or updated records in Airtable
- Create new Sage Intacct contacts from new Airtable records
- Create new Sage Intacct contacts from new Airtable records
- Create new contacts in Sage Intacct from new records in Airtable
- Create new Sage Intacct contacts from new Airtable records
- Create new Sage Intacct contacts from new Airtable records
- Create contacts in Sage Intacct for new or updated records in Airtable
- Create or update Sage Intacct contacts from new or updated Airtable records
- Create contacts in Sage Intacct for new or updated records in Airtable
- Create new Sage Intacct contacts from new Airtable records
- Create contacts in Sage Intacct for new or updated records in Airtable
- Create or update Sage Intacct contacts from new or updated Airtable records
- Create new Sage Intacct contacts from new Airtable records
- Create new Sage Intacct contacts from new Airtable records
- Create new Sage Intacct contacts from new Airtable records