Skip to content
Log inSign up

Cash Flow Frog + Sage Intacct

Create projections in Cash Flow Frog from new invoices in Sage Intacct

Stay on top of your business finances with this automation. Whenever a new invoice is added in the Sage Intacct platform, it immediately creates a projection in Cash Flow Frog. This helps you monitor your business revenues seamlessly, ensuring that your financial forecasting stays updated and accurate. Enjoy efficient financial management without the need to duplicate efforts in data entry.

Stay on top of your business finances with this automation. Whenever a new invoice is added in the Sage Intacct platform, it immediately creates a projection in Cash Flow Frog. This helps you monitor your business revenues seamlessly, ensuring that your financial forecasting stays updated and accurate. Enjoy efficient financial management without the need to duplicate efforts in data entry.

  1. When this happens...
    Sage IntacctSage Intacct
    New Invoice

    Triggers when a new invoice is created.

    TriggerPolling
  2. automatically do this!
    Cash Flow FrogCash Flow Frog
    ActionWrite
Start free with email
Start free with Google
Start free with email
Start free with Google
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

    • State

    Trigger
    Polling
    Try It

    • Status

    Trigger
    Polling
    Try It

    • 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
cash-flow-frog logo
cash-flow-frog logo

About Cash Flow Frog

Cash Flow Frog is a simple yet powerful cash flow forecasting and scenario planning tool.

Related categories

  • Accounting
sage-intacct logo
sage-intacct logo

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