Dubsado + Sage Intacct

Create new Dubsado projects from new Sage Intacct invoices

Start managing your financial data more efficiently with this workflow. Upon the generation of a new invoice in Sage Intacct, a corresponding project will be created in Dubsado. This provides a seamless way to keep your project management and accounting applications updated, saving you time on data entry and increasing productivity.

Start managing your financial data more efficiently with this workflow. Upon the generation of a new invoice in Sage Intacct, a corresponding project will be created in Dubsado. This provides a seamless way to keep your project management and accounting applications updated, saving you time on data entry and increasing productivity.

  1. When this happens...
    Sage IntacctSage Intacct
    TriggerPolling
  2. automatically do this!
    DubsadoDubsado
    ActionWrite
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Supported triggers and actions

  • Sage Intacct triggers, actions, and search

    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 DateRequired

    • Created DateRequired

    • Vendor

    • Transaction AmountRequired

    • GL AccountRequired

    • Total Transaction Amount

    • Memo

    • Location

    • Department

    Action
    Write
dubsado logo
dubsado logo

About Dubsado

Dubsado is a platform that streamlines your client flow. Create repeatable processes, send contracts, get paid... and so much more.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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sage-intacct logo
sage-intacct logo

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