Caspio + Sage Intacct

Create new Sage Intacct contacts from updated Caspio records

Ensure your contact data stays current across all your business apps. With this integration, every time a record is updated in your Caspio database, the corresponding contact in your Sage Intacct is created or modified instantly. No need for manual data entries, which saves you time and avoids errors, keeping your data accurate and up to date.

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ActionWrite

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Supported triggers and actions

- TableRequired
- Event sourcesRequired
Trigger
Instant
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- TableRequired
- Event sourcesRequired
Trigger
Instant
Try It
- TableRequired
- Event sourcesRequired
Trigger
Instant
Try It
- TableRequired
- Event sourcesRequired
Trigger
Instant
Try It
- Data source typeRequired
- Filter field 1Required
- Operator 1Required
- Value 1
- Filter field 2
- Operator 2
- Value 2
- Filter field 3
- Operator 3
- Value 3
Action
Write

- Data source typeRequired
- Filter fieldRequired
- OperatorRequired
- Value
Action
Search
- 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 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

- TableRequired
- Event sourcesRequired
Trigger
Instant
Try It
- TableRequired
- Event sourcesRequired
Trigger
Instant
Try It
- TableRequired
- Event sourcesRequired
Trigger
Instant
Try It
- Data source typeRequired
Action
Write
- Data source typeRequired
- Filter field 1Required
- Operator 1Required
- Value 1
- Filter field 2
- Operator 2
- Value 2
- Filter field 3
- Operator 3
- Value 3
Action
Write
- Status
Trigger
Polling
Try It
- State
Trigger
Polling
Try It
- 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
- 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

About Caspio

Caspio is a cloud platform for creating custom database applications fast and without coding.

Learn more

Related categories

App Builder

About Sage Intacct

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

Caspio + Sage Intacct

Create new Sage Intacct contacts from updated Caspio records

Deleted Record

New Record

New or Updated Record

Updated Record

Delete Record

Find Record

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

New or Deleted Record

New, Updated or Deleted Record

Updated or Deleted Record

Create Record

Update Record

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

About Caspio

Related categories

About Sage Intacct

Related categories

Related Zap Templates

Related Zap Templates