DropFunnels + Sage Intacct

DropFunnels + Sage Intacct integrations

Create new Sage Intacct contacts from new DropFunnels orders for main product only

Effortlessly maintain your customer records with this simple workflow. When a new order is placed for your main product on DropFunnels, it will immediately update Sage Intacct by creating a new contact. This streamlines your sales process, making sure your financial records are always up-to-date and accurate. This automation saves you time and reduces manual data entry, letting you to focus more on growing your sales.

When this happens...
New Order Created - Main Product OnlyTriggers when a new order is placed, contains the primary product only.
TriggerPolling
automatically do this!
ActionWrite

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More things you can do with DropFunnels and Sage Intacct

Discover other triggers and actions you can use with DropFunnels and Sage Intacct

- Site
  Required
- Course
  Required
Trigger
Polling
Try It
- Site
  Required
- Course
  Required
Trigger
Polling
Try It
- Site
  Required
- Funnel
  Required
Trigger
Polling
Try It
- Site
  Required
- Appointment Types
Trigger
Polling
Try It
- Site
  Required
- Course
  Required
Trigger
Polling
Try It

- Site
  Required
- Course
  Required
Trigger
Polling
Try It
- Site
  Required
- Funnel
  Required
Trigger
Polling
Try It

- Site
  Required
- Appointment Types
Trigger
Polling
Try It
- Site
  Required
- Course
  Required
- Email
  Required
Action
Write
- Site
  Required
- Funnel
- Funnel Page
- Pipeline
- Pipeline Stage
- Name
  Required
- Email
- Phone Number
  Required
- External Source
- Lead Source
- Tags
- UTM Source
- UTM Medium
- UTM Campaign
- UTM Term
- UTM Content
Action
Write
- Site
  Required
- Email
- Phone Number
- Move Lead From Pipeline
  Required
- Move Lead to Pipeline
  Required
- Move Lead to Pipeline Stage
  Required
Action
Write
- Status
Trigger
Polling
Try It
- State
Trigger
Polling
Try It
- State
Trigger
Polling
Try It
- Status
Trigger
Polling
Try It
- Suggested Contact Name
  Required
- Print As
  Required
- 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 Date
  Required
- Due Date
  Required
- 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
  Required
- Customer - Delivery Options
- Payment Term
- Tax Solution Key
- Invoice Summary
- Transaction Amount
  Required
- GL Account
  Required
- 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
- Vendor
  Required
- Transaction date
  Required
- 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
  Required
- Unit
  Required
- Quantity
  Required
- Unit price
  Required
- Line description
- Line memo
- Location
- Warehouse
- Department
- Project
- Task
- Class
- Customer
- Employee
- Subtotals
- History records
Action
Write
- Customer
  Required
- 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 invoice
  Required
- 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

- Site
  Required
- Course
  Required
Trigger
Polling
Try It
- Site
  Required
- Funnel
  Required
Trigger
Polling
Try It
- Site
  Required
- Funnel
  Required
Trigger
Polling
Try It
- Site
  Required
- Quiz
  Required
Trigger
Polling
Try It
- Site
  Required
- Course
  Required
Trigger
Polling
Try It
- Site
  Required
- Course
  Required
Trigger
Polling
Try It
- Site
  Required
- Funnel
  Required
Trigger
Polling
Try It
- Site
  Required
- Funnel
  Required
Trigger
Polling
Try It
- Site
  Required
- Course
  Required
- Email
  Required
Action
Write
- Site
  Required
- Course
  Required
- Access Levels
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
Action
Write
- Site
  Required
- Course
  Required
- Access Levels
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
Action
Write
- 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 Date
  Required
- Created Date
  Required
- Vendor
- Transaction Amount
  Required
- GL Account
  Required
- Total Transaction Amount
- Memo
- Location
- Department
Action
Write
- Name
  Required
- 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
- Bill
  Required
- 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
- Invoice
  Required
- 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

About DropFunnels

DropFunnels application allows an authenticated user to transfer their data regarding leads, memberships, and orders from DropFunnels to any other platform.

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Related categories

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Zapier Forms

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About Sage Intacct

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

HelpHelp

Related categories

Accounting

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Related Zap Templates

Create new Sage Intacct contacts from newly created DropFunnels orders for main product only

Related Zap Templates

Create new Sage Intacct contacts from newly created DropFunnels orders for main product only