Bowimi + Sage Intacct

Create new Sage Intacct contacts from new Bowimi contact activity

Streamline your contact management process with this workflow. Whenever there is new contact activity in Bowimi, this automation will immediately create a corresponding contact in your Sage Intacct system. This ensures your Sage Intacct remains up-to-date with Bowimi activity, saving you time and reducing manual data entry.

When this happens...
TriggerPolling
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ActionWrite

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Supported triggers and actions

- Contact AddedRequired
- Contact UpdatedRequired
Trigger
Polling
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- Listing Type AddedRequired
- Listing Type RemovedRequired
Trigger
Polling
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New Pipeline Activity
Triggers when there is new pipeline activity.
Trigger
Polling
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New Survey Activity
Triggers when there is new survey activity.
Trigger
Polling
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- Task CreatedRequired
- Task ResolvedRequired
Trigger
Polling
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- Message IDRequired
- 'From' name
- 'From' address
- 'To' names
- 'To' addresses
- 'CC' names
- 'CC' addresses
- 'CC' (Outlook format)
- Date received
- Subject text
- Text content
- HTML content
- Auto content
Action
Write
- Location / Company IDRequired
- Tag NameRequired
- Tag Group NameRequired
Action
Write

- Status
Trigger
Polling
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- State
Trigger
Polling
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- State
Trigger
Polling
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- Status
Trigger
Polling
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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
Action
Write
- 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
Action
Write
- 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
Action
Write
- CustomerRequired
- 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 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
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

New Contract Status Activity
Triggers when there is new contract status activity.
Trigger
Polling
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- New OrdersRequired
- Historical OrdersRequired
Trigger
Polling
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New Product Status Activity
Triggers when there is new product status activity.
Trigger
Polling
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- Tag AddedRequired
- Tag RemovedRequired
Trigger
Polling
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- Location / Company IDRequired
- Update matching contact (same email address)Required
- PrimaryRequired
- Name
- Job Title
- Email AddressRequired
- Phone Number
Action
Write
- Bowimi Location / Company IDRequired
- Tag NameRequired
- Tag Group NameRequired
Action
Write
- Input DataRequired
- Input TypeRequired
Action
Search
- 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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- Document type
- State
Trigger
Polling
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- Due DateRequired
- Created DateRequired
- Vendor
- Transaction AmountRequired
- GL AccountRequired
- Total Transaction Amount
- Memo
- Location
- Department
Action
Write
- NameRequired
- 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
- 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
Action
Write
- 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
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

About Bowimi

Simple, powerful tools which drive real business growth at leading FMCG brands. Bowimi helps you prospect, plan routes, capture data and manage field sales teams more effectively.

Related categories

CRM (Customer Relationship Management)

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About Sage Intacct

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

Related categories

Accounting

Related Zap Templates

Create contacts in Sage Intacct from new Bowimi contact activities

Create new contacts in Sage Intacct for every new order activity in Bowimi

Automatically create Sage Intacct contacts from new Bowimi contact activities

Bowimi + Sage Intacct

Create new Sage Intacct contacts from new Bowimi contact activity

New Contact Activity

New Listing Type Activity

New Pipeline Activity

New Survey Activity

New Task Activity

Add an Email

Remove Tag From Location or Company

New Contact

New Invoice

New Sales Invoice

New Vendor

Create Contact

Create Invoice

Create Vendor Invoice

Update Customer

Update Vendor Invoice

Find Customer

Find Vendor

New Contract Status Activity

New Order Activity

New Product Status Activity

New Tag Activity

Create / Update a Contact

Tag Location or Company

Get Location

New Customer

New Payment Received (Accounts Receivable)

New Vendor Invoice

Create Bill

Create Customer

Create or Update Project Resource

Update Bill

Update Invoice

Find Bill

Find Invoice

Find Invoices

About Bowimi

Related categories

Similar apps

Zapier Forms

About Sage Intacct

Related categories

Related Zap Templates

Related Zap Templates