fieldd + Sage Intacct

Create new Sage Intacct contacts when invoices are marked as paid in fieldd

Make your accounting process more streamlined and efficient with this workflow. Whenever an invoice is marked as paid in the fieldd app, the same status change is instantly reflected in Sage Intacct. This ensures your financial records are always up-to-date across your business tools and reduces manual data entry, leading to time savings and more precise financial management.

When this happens...
Mark Invoice Paid
Triggers when an invoice is marked paid.
TriggerInstant
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

Mark Invoice Paid
Triggers when an invoice is marked paid.
Trigger
Instant
Try It
New Customer
Triggers when a new customer is created.
Trigger
Instant
Try It
New Lead
Triggers when a new lead is created.
Trigger
Instant
Try It
New Quote
Triggers when a new quote is created.
Trigger
Instant
Try It
New Worker
Triggers when a new worker is created.
Trigger
Instant
Try It

Update Lead
Triggers when a lead is updated.
Trigger
Instant
Try It
Add Customer
Add a customer in fieldd
Action
Write

Create Order
Create a Order in fieldd
Action
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
- Record number
- Project
- Employee
- Item
- Description
- Start date
- Labor rate
- Expense rate
- AP and PO rate
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

New Booking
Triggers when a new job is booked.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Instant
Try It
New Payment
Triggers for every payment transaction including partial payments, payment status and external payment details.
Trigger
Instant
Try It
New Sales Receipt
Triggers when a job or invoice is completed and final payment/receipt is processed.
Trigger
Instant
Try It
Update Quote
Triggers when a quote is move to an accepted, won or denied state.
Trigger
Instant
Try It
Update Booking
Triggers when a booking is updated.
Trigger
Instant
Try It
Add Lead
Add a Lead in fieldd
Action
Write
New Worker
Create a worker in fieldd
Action
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 Bill
Finds a bill based on a search criteria.
Action
Search
Find Invoice
Finds a invoice based on a search criteria.
Action
Search

About fieldd

Fieldd enables companies to take control of their operations with our leading field service management software.

Learn more

Related categories

Scheduling & Booking

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

fieldd + Sage Intacct

Create new Sage Intacct contacts when invoices are marked as paid in fieldd

Supported triggers and actions

Mark Invoice Paid

New Customer

New Lead

New Quote

New Worker

Update Lead

Add Customer

Create Order

New Contact

New Payment Received (Accounts Receivable)

Create Bill

Create Customer

Create or Update Project Resource

Find Customer

Find Vendor

New Booking

New Invoice

New Payment

New Sales Receipt

Update Quote

Update Booking

Add Lead

New Worker

New Invoice

New Vendor

Create Contact

Create Invoice

Find Bill

Find Invoice

About fieldd

Related categories

About Sage Intacct

Related categories