DropFunnels + Sage Intacct

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

Easily manage your customer data when a new order is placed for a main product on DropFunnels. With this automated workflow, the details of your new client will be instantly recorded in Sage Intacct as a contact. Enjoy efficient record keeping, avoid duplication and always stay organized. Perfect for online businesses looking for a streamlined solution to handle customer information.

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ActionWrite

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Supported triggers and actions

- SiteRequired
- CourseRequired
Trigger
Polling
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- SiteRequired
- CourseRequired
Trigger
Polling
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- SiteRequired
- FunnelRequired
Trigger
Polling
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- SiteRequired
- Appointment Types
Trigger
Polling
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- SiteRequired
- CourseRequired
Trigger
Polling
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- SiteRequired
- CourseRequired
Trigger
Polling
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- SiteRequired
- FunnelRequired
Trigger
Polling
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- SiteRequired
- Appointment Types
Trigger
Polling
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- SiteRequired
- CourseRequired
- EmailRequired
Action
Write
- SiteRequired
- Funnel
- Funnel Page
- Pipeline
- Pipeline Stage
- NameRequired
- Email
- Phone NumberRequired
- External Source
- Lead Source
- Tags
- UTM Source
- UTM Medium
- UTM Campaign
- UTM Term
- UTM Content
Action
Write
- SiteRequired
- Email
- Phone Number
- Move Lead From PipelineRequired
- Move Lead to PipelineRequired
- Move Lead to Pipeline StageRequired
Action
Write
- Status
Trigger
Polling
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- State
Trigger
Polling
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- State
Trigger
Polling
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- Status
Trigger
Polling
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- 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

- SiteRequired
- CourseRequired
Trigger
Polling
Try It
- SiteRequired
- FunnelRequired
Trigger
Polling
Try It
- SiteRequired
- FunnelRequired
Trigger
Polling
Try It
- SiteRequired
- QuizRequired
Trigger
Polling
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- SiteRequired
- CourseRequired
Trigger
Polling
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- SiteRequired
- CourseRequired
Trigger
Polling
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- SiteRequired
- FunnelRequired
Trigger
Polling
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- SiteRequired
- FunnelRequired
Trigger
Polling
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- SiteRequired
- CourseRequired
- EmailRequired
Action
Write
- SiteRequired
- CourseRequired
- Access LevelsRequired
- First NameRequired
- Last NameRequired
- EmailRequired
Action
Write
- SiteRequired
- CourseRequired
- Access LevelsRequired
- First NameRequired
- Last NameRequired
- EmailRequired
Action
Write
- Status
Trigger
Polling
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New Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Trigger
Polling
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- Document type
- State
Trigger
Polling
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- 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

About DropFunnels

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

Related categories

Website Builders

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Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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 Sage Intacct contacts from new DropFunnels orders for main product only

Related Zap Templates

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

DropFunnels + Sage Intacct

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

Course Member Deactivated

New Course Member Added

New Order Created - All Products (Single Event)

Appointment Cancelled

Course Completed

Course Module Completed

New Lead

Appointment Created

Deactivate Member

Create Lead

Move Lead in Pipeline

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

Course Member Deleted

New Order Created - All Products (Individual Events)

New Subscription Order Created on All Products

New Quiz Result

Course Lesson Completed

Course Unit Completed

New Order Created - Main Product Only

New Order Created - Upsell/Downsell Only

Delete Member

Create Member

Update Course Member

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

About DropFunnels

Related categories

Similar apps

Zapier Forms

About Sage Intacct

Related categories

Related Zap Templates

Related Zap Templates