Ally Hub + Sage Intacct

Ally Hub + Sage Intacct integrations

Create new Sage Intacct contacts from new sold quotes in Ally Hub

Effortlessly streamline your sales tracking and contact creation process between Ally Hub and Sage Intacct. When a new quote is sold on Ally Hub, this workflow will instantly create a contact in Sage Intacct. Save valuable time, reduce manual data entry and have all your customer information seamlessly organized in one place. Enhance your productivity by bridging your sales and accounting processes with this easy-to-use automation.

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TriggerPolling
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ActionWrite

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More things you can do with Ally Hub and Sage Intacct

Discover other triggers and actions you can use with Ally Hub and Sage Intacct

New Bill
Triggers when a new bill is created. (Financial > Bills)
Trigger
Polling
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New Sold Quote
Triggers when a student quote is set as sold.
Trigger
Polling
Try It
New Student
Triggers when a new student is created.
Trigger
Polling
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- Student Name
  Required
- Student Email
- Status
  Required
Action
Write
- Task Name
  Required
- Task Type
  Required
- Event Start
  Required
- Event End
  Required
- All Day
- Description
- Notification Before Type
  Required
- Notification Before
  Required
- Notify by email
Action
Write

- Status
Trigger
Polling
Try It
New Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Trigger
Polling
Try It

- Document type
- State
Trigger
Polling
Try It
- Due Date
  Required
- Created Date
  Required
- Vendor
- Transaction Amount
  Required
- GL Account
  Required
- Total Transaction Amount
- Memo
- Location
- Department
Action
Write
- Name
  Required
- Sales Representative
- Customer Type
- Territory
- Parent
- Shipping Method
- Term
- Account Group
- Price List
- Price Schedule
- Override Offset GL Account
Action
Write
- Project resource
- Project
- Employee
- Item
- Labor rate
- Expense rate
- AP and purchasing rate
Action
Write
- Bill
  Required
- 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
Action
Write
- Invoice
  Required
- 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
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
Find Invoices
Finds invoices within a date range.
Action
Search

New First Quote
Triggers when a student first quote is created.
Trigger
Polling
Try It
New Receivable
Triggers when a new receivable is created. (Financial > Receivable)
Trigger
Polling
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New Task or Event
Triggers when a new task or event is created.
Trigger
Polling
Try It
- First Name
  Required
- Surname
  Required
- Email
  Required
- City
- State
- Country
  Required
- Address
- Postal Code
- Phone 1
- Phone 2
- Document 1
- Document 2
- Perception
- Studied Idiom Name
- Studied Idiom Level
- Facebook Link
- Instagram Link
- Twitter Link
- Skype Username
- Passport Number
- Passport Validity Date
- Occupation
- Contact Name
- Contact Phone
- Observation
Action
Write
- Status
Trigger
Polling
Try It
- State
Trigger
Polling
Try It
- State
Trigger
Polling
Try It
- Status
Trigger
Polling
Try It
- Suggested Contact Name
  Required
- Print As
  Required
- 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
Action
Write
- Invoice Date
  Required
- Due Date
  Required
- 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
  Required
- Customer - Delivery Options
- Payment Term
- Tax Solution Key
- Invoice Summary
- Transaction Amount
  Required
- GL Account
  Required
- Override Offset GL Account
- Memo
- Allocation
- Account Label
- Location
- Department
- Employee
- Project
- Customer
- Vendor
- Item
- Warehouse
- Class
- Task
- Cost Type
- Asset
- Contract
- Affiliate Entity
Action
Write
- Document type
- Vendor
  Required
- Transaction date
  Required
- 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
  Required
- Unit
  Required
- Quantity
  Required
- Unit price
  Required
- Line description
- Line memo
- Location
- Warehouse
- Department
- Project
- Task
- Class
- Customer
- Employee
- Subtotals
- History records
Action
Write
- Customer
  Required
- Name
- Sales Representative
- Customer Type
- Territory
- Parent Customer
- Shipping Method
- Payment Term
- Account Group
- Price List
- Price Schedule
- Override Offset GL Account
Action
Write
- Document type
- Vendor invoice
  Required
- 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
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

About Ally Hub

Ally Hub is a tool that simplifies the administration process of companies dealing with international travel education around the world.

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Related categories

CRM (Customer Relationship Management)

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Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Sage Intacct

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

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Related categories

Accounting

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Related Zap Templates

Create Sage Intacct contacts from new sold quotes in Ally Hub

Create contacts in Sage Intacct for every new sold quote in Ally Hub