ClickFunnels Classic + Sage Intacct
Create contacts in Sage Intacct from new successful purchases in ClickFunnels Classic
Streamline your workflow with this automatic bridge between ClickFunnels Classic and Sage Intacct. Every time a successful purchase gets logged in ClickFunnels Classic, the workflows springs into action by creating a new contact in Sage Intacct. It's a seamless way to ensure your financial records stay up-to-date without manual data entry, freeing your team to focus on what's most important.
Streamline your workflow with this automatic bridge between ClickFunnels Classic and Sage Intacct. Every time a successful purchase gets logged in ClickFunnels Classic, the workflows springs into action by creating a new contact in Sage Intacct. It's a seamless way to ensure your financial records stay up-to-date without manual data entry, freeing your team to focus on what's most important.
- When this happens...
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
ActionWriteCreate a new record or update an existing record in your app.
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TagRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TagRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSuggested 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Name
Sales Representative
Customer Type
Territory
Parent Customer
Shipping Method
Payment Term
Account Group
Price List
Price Schedule
Override Offset GL Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Find Customer
Finds a customer based on search criteria.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Vendor
Finds a vendor based on a search criteria.
ActionThis is an event a Zap performs.SearchFind existing data in your app
ListRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FunnelRequired
Funnel StepRequired
PageRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ListRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planDue DateRequired
Created DateRequired
Vendor
Transaction AmountRequired
GL AccountRequired
Total Transaction Amount
Memo
Location
Department
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Sales Representative
Customer Type
Territory
Parent
Shipping Method
Term
Account Group
Price List
Price Schedule
Override Offset GL Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project resource
Project
Employee
Item
Labor rate
Expense rate
AP and purchasing rate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Bill
Finds a bill based on a search criteria.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Invoice
Finds a invoice based on a search criteria.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Invoices
Finds invoices within a date range.
ActionThis is an event a Zap performs.SearchFind existing data in your app
Related categories
About Sage Intacct
Related categories
Related Zap Templates
- Track new ClickFunnels Classic contact activity and create corresponding contacts in Sage Intacct
- Create new contacts in Sage Intacct from new successful purchases in ClickFunnels Classic
- Track new ClickFunnels Classic contact activity by finding customers in Sage Intacct
- Create new contacts in Sage Intacct from new contact activity in ClickFunnels Classic
- Create new contacts in Sage Intacct from new contact activities in ClickFunnels Classic
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- Create contacts in Sage Intacct from new successful purchases in ClickFunnels Classic
- Create new Sage Intacct contacts from new successful purchases in ClickFunnels Classic
- Create new contacts in Sage Intacct from new contact activity in ClickFunnels Classic
- Create new Sage Intacct contacts from new successful purchases in ClickFunnels Classic
- Create new Sage Intacct contacts for each successful purchase in ClickFunnels Classic
- Manage new ClickFunnels Classic contact activity by creating contacts in Sage Intacct
Related Zap Templates
- Track new ClickFunnels Classic contact activity and create corresponding contacts in Sage Intacct
- Create new contacts in Sage Intacct from new contact activity in ClickFunnels Classic
- Create new contacts in Sage Intacct from updated contact activities in ClickFunnels Classic
- Create new Sage Intacct contacts from new contact activity in ClickFunnels Classic
- Create new Sage Intacct contacts for every successful purchase in ClickFunnels Classic
- Create new contacts in Sage Intacct from new successful purchases in ClickFunnels Classic
- Create new contacts in Sage Intacct from new contact activities in ClickFunnels Classic
- Create Sage Intacct contacts from new ClickFunnels Classic contact activity
- Create new Sage Intacct contacts from new ClickFunnels Classic contact activities
- Create new Sage Intacct contacts from new successful ClickFunnels Classic purchases
- Track new ClickFunnels Classic contact activity by finding customers in Sage Intacct
- Create new contacts in Sage Intacct for every new contact activity in ClickFunnels Classic
- Create new Sage Intacct contacts from new successful ClickFunnels Classic purchases
- Create contacts in Sage Intacct for each new successful purchase from ClickFunnels Classic
- Create new Sage Intacct contacts from new activity in ClickFunnels Classic