Connect Class Manager to Sage Intacct and automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Class Manager with Sage Intacct - no code necessary. See how you can get setup in minutes.

Select a trigger from Class Manager

A trigger is an event that starts your Zap and runs the workflow. For example, with Class Manager, a trigger could be "Payg Booked."

A trigger is the event that kicks off your automated workflow.

Setup an action from Sage Intacct

An action is what takes place after the automation is triggered. For example, with Sage Intacct, the action could be "Create Contact."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Class Manager to Sage Intacct

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Create your first workflow

Quickly connect Class Manager to Sage Intacct with a Zapier template.

Our most popular template

Create new Sage Intacct contacts for every new customer in Class Manager
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Class Manager + Sage Intacct
Create new Sage Intacct contacts when new customers are created in Class Manager
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Class Manager + Sage Intacct

Create new Sage Intacct contacts for every new customer in Class Manager

Premium

Class Manager + Sage Intacct

Create new Sage Intacct contacts when new customers are created in Class Manager

Premium

Class Manager + Sage Intacct

Connect Class Manager and Sage Intacct to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect Class Manager and Sage Intacct to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Payg Booked
Triggers when Pay as you go is booked.
Trigger
Instant
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Customer Created
Triggers when there's a new customer.
Trigger
Instant
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Leads Created
Trigger event when leads lesson is created
Trigger
Instant
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Payment Created
Triggers when customer makes payment.
Trigger
Instant
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Customer Deleting
Triggers when customer is deleting.
Trigger
Instant
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Order Deleting
Triggers when order is deleting.
Trigger
Instant
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Student Deleting
Triggers when student is deleting.
Trigger
Instant
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Invoice Updated
Triggers when invoice is updated.
Trigger
Instant
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Student Updated
Triggers when student is updated.
Trigger
Instant
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- Status
Trigger
Scheduled
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New Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Trigger
Scheduled
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- Contact Name
  Required
- Print As
  Required
- Last Name
- First Name
- Middle Name
- Prefix
- Company Name
- Taxable
- Tax ID
- Contact Tax Group Name
- Active
- Primary Phone Number
- Secondary Phone Number
- Cellular Phone Number
- Pager Number
- Fax Number
- Primary Email Address
- Secondary Email Address
- Primary URL
- Secondary URL
- Address Line 1
- Address Line 2
- City
- State/Province
- ZIP/Postal Code
- Country
Action
Write
- Invoice Number
- Reference Number
- Customer ID
  Required
- Due Date
- Payment Term
- Create Draft
- GL Account Number
- AR Account Label
- Offset GL Account Number
- Transaction Amount
  Required
- Location ID
- Allocation ID
- Customer ID
- Class ID
- Contract ID
- Department ID
- Employee ID
- Vendor ID
- Warehouse ID
- Project ID
- Item ID
- Memo
- Rev Rec Template ID
- Deferred Revenue GL Account Number
- Rev Rec End Date
- Rev Rec Start Date
- Total Due
- Total Paid
- External ID
- Description
- Bill To Contact
- Ship To Contact
- SummaryRecordNo
- Attachments ID
- Base Currency Code
- Transaction Currency Code
- Exchange Rate Date
- Exchange Rate Type
- Exchange Rate Value
- Transaction Date
- GL Posting Date
- Post to GL?
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

Trial Lesson Booked
Triggers when trial lesson is booked.
Trigger
Instant
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Invoice Created
Triggers when invoice is created.
Trigger
Instant
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Order Created
Triggers when order is created.
Trigger
Instant
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Student Created
Triggers when there's a new student.
Trigger
Instant
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Invoice Deleting
Triggers when invoice is deleting.
Trigger
Instant
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Payment Deleting
Triggers when payment is deleting.
Trigger
Instant
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Customer Updated
Triggers when customer is updated.
Trigger
Instant
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Order Updated
Triggers when order is updated.
Trigger
Instant
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Trial Lesson Updated
Triggers when trial lesson is updated.
Trigger
Instant
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- State
Trigger
Scheduled
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- Status
Trigger
Scheduled
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- Customer Name
  Required
- Active
- One Time Use
- First Name
- Middle Name
- Last Name
- Primary Contact Name
- Primary Phone Number
- Cellular Phone Number
- Pager Number
- Fax Number
- Primary Email Address
- Secondary Email Address
- Primary URL
- Currency
- Address Line 1
- Address Line 2
- City
- State/Province
- ZIP/Postal Code
- Country
- Print As
  Required
- Exclude from the company contact list
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

About Class Manager

Manage your class based business with ease. All your data, marketing and finances in one place

Related categories

CRM (Customer Relationship Management)

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

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