Clockify + Sage Intacct

Create new contacts in Sage Intacct for new clients in Clockify

Streamline your client onboarding process with this workflow. When you add a new client in Clockify, it swiftly creates a corresponding contact in your Sage Intacct system. This consistent process ensures your client details are up-to-date across platforms, freeing up valuable time for you to focus on what's important – serving your clients.

When this happens...
New Client
Triggers when a new client is added to a workspace.
TriggerPolling
automatically do this!
Create Contact
Triggers when a new contact is created.
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

- WorkspaceRequired
Trigger
Polling
Try It
- WorkspaceRequired
Trigger
Polling
Try It
- WorkspaceRequired
- Project
- Task
- Tags
Trigger
Polling
Try It
New Workspace
Triggers when a new workspace is created.
Trigger
Polling
Try It
- WorkspaceRequired
- Client nameRequired
Action
Write

- WorkspaceRequired
- Tag nameRequired
Action
Write
- WorkspaceRequired
- Project
- Task
- Tags
- Description
- Is billable?
Action
Write

- WorkspaceRequired
- Client nameRequired
Action
Search
- WorkspaceRequired
Action
Search
- WorkspaceRequired
- ProjectRequired
- Task NameRequired
Action
Search
- WorkspaceRequired
- Client nameRequired
Action
Search or write
- WorkspaceRequired
- Project
- Task
- Tags
- Description
- Is billable?
Action
Search or write
- WorkspaceRequired
- ProjectRequired
- Task nameRequired
- Status
Action
Search or write
- Status
Trigger
Polling
Try It
New Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Trigger
Polling
Try It
- Vendor IDRequired
- Bill Number
- Transaction DateRequired
- Due DateRequired
- Payment Term
- Reference Number
- GL Posting Date
- Transaction Currency
- Base Currency
- Exchange Rate Type
- Exchange Rate Date
- Exchange Rate Value
- Attachments ID
- GL Account NumberRequired
- Transaction AmountRequired
- Description
- Department ID
- Location ID
- Project ID
- Customer ID
- Item ID
- Contract ID
Action
Write
- Customer NameRequired
- Active
- One Time Use
- First Name
- Middle Name
- Last Name
- Primary Contact Name
- Primary Phone Number
- Mobile Phone Number
- Pager
- Fax
- Primary Email Address
- Secondary Email Address
- URL
- Currency
- Address Line 1
- Address Line 2
- City
- State/Province
- ZIP/Postal Code
- Country
- Print As
- 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

- WorkspaceRequired
Trigger
Polling
Try It
- WorkspaceRequired
- ProjectRequired
Trigger
Polling
Try It
- WorkspaceRequired
Trigger
Polling
Try It
- WorkspaceRequired
- ProjectRequired
- Task nameRequired
- Status
Action
Write
- WorkspaceRequired
- Project nameRequired
- Client
- Is project public?
- Is project billable?
Action
Write
- WorkspaceRequired
- Start DateTimeRequired
- End DateTimeRequired
- Project
- Task
- Tags
- Description
- Billable
Action
Write
- WorkspaceRequired
Action
Write
- WorkspaceRequired
- Project NameRequired
Action
Search
- WorkspaceRequired
- Tag NameRequired
Action
Search
- WorkspaceRequired
- Description
- Time Entry Started After
- Time Entry Ended Before
- Project
- Task
- Tags
Action
Search
- WorkspaceRequired
- Project nameRequired
- Client
- Is project public?
- Is project billable?
Action
Search or write
- WorkspaceRequired
- Tag nameRequired
Action
Search or write
- WorkspaceRequired
- Description
- Start DateTimeRequired
- End DateTimeRequired
- Project
- Task
- Tags
- Billable
Action
Search or write
- State
Trigger
Polling
Try It
- Status
Trigger
Polling
Try It
- Contact NameRequired
- Print AsRequired
- 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 IDRequired
- Due Date
- Payment Term
- Create Draft
- GL Account Number
- AR Account Label
- Offset GL Account Number
- Transaction AmountRequired
- 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
- Summary Record No
- 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

About Clockify

Clockify is a completely free time tracking software for teams. It's a simple time tracker and timesheet app for tracking work hours on projects.

Learn more

Related categories

Time Tracking Software

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 new Clockify projects from new Sage Intacct invoices

Create new Sage Intacct contacts from new Clockify time entries

Create contacts in Sage Intacct for new clients in Clockify

Clockify + Sage Intacct

Create new contacts in Sage Intacct for new clients in Clockify

New Client

New Tag

New Time Entry

New Workspace

Create Client

Create Tag

Start Timer

Find Client

Find Running Timer

Find Task

Find or create client

Find running time entry or start a new time entry

Find or create task

New Contact

New Payment Received (Accounts Receivable)

Create Bill

Create Customer

Find Bill

Find Invoice

New Project

New Task

New Timer Started

Create Task

Create Project

Create Time Entry

Stop Timer

Find Project

Find Tag

Find Time Entry

Find or create project

Find or create tag

Find or create time entry

New Invoice

New Vendor

Create Contact

Create Invoice

Find Customer

Find Vendor

About Clockify

Related categories

About Sage Intacct

Related categories

Related Zap Templates

Related Zap Templates