Freshsales Classic + Sage Intacct
Create contacts in Sage Intacct from new accounts in Freshsales Classic
Improve your customer relationship management with this automation. When a new account is established in Freshsales Classic, it instantly creates a corresponding contact in Sage Intacct. This seamless workflow ensures accuracy, saves you precious time and allows for more efficient contact management.
Improve your customer relationship management with this automation. When a new account is established in Freshsales Classic, it instantly creates a corresponding contact in Sage Intacct. This seamless workflow ensures accuracy, saves you precious time and allows for more efficient contact management.
- When this happens...
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create ContactCreates a new contact.
ActionWriteCreate a new record or update an existing record in your app.
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New Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planUpdate ByRequired
Enter Name / Deal IDRequired
NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update ByRequired
Enter Name / Account IDRequired
NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Email
Mobile Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last NameRequired
Company Name
Email
Mobile Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Delete ByRequired
Enter Email / Contact IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update ByRequired
Enter Name / Account IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update ByRequired
Enter Name / Deal IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFind ByRequired
Email / Phone NORequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFind ByRequired
Email / Phone NORequired
First Name
Last NameRequired
Company Name
Email
Mobile Number
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planDue DateRequired
Created DateRequired
Vendor
Transaction AmountRequired
GL AccountRequired
Total Transaction Amount
Memo
Location
Department
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Sales Representative
Customer Type
Territory
Parent
Shipping Method
Term
Account Group
Price List
Price Schedule
Override Offset GL Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project resource
Project
Employee
Item
Labor rate
Expense rate
AP and purchasing rate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Bill
Finds a bill based on a search criteria.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Invoice
Finds a invoice based on a search criteria.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Invoices
Finds invoices within a date range.
ActionThis is an event a Zap performs.SearchFind existing data in your app
Update ByRequired
Enter Email / Contact IDRequired
NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update ByRequired
Enter Email / Lead IDRequired
NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Value 1
Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update ByRequired
Enter Contact ID / Email ID / Phone NORequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update ByRequired
Enter Email / Contact IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update ByRequired
Enter Email / Lead IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appEmailRequired
First Name
Last Name
Email
Mobile Number
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSuggested 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Name
Sales Representative
Customer Type
Territory
Parent Customer
Shipping Method
Payment Term
Account Group
Price List
Price Schedule
Override Offset GL Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Customer
Finds a customer based on search criteria.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Vendor
Finds a vendor based on a search criteria.
ActionThis is an event a Zap performs.SearchFind existing data in your app
About Freshsales Classic
Related categories
About Sage Intacct
Related categories
Related Zap Templates
- Create Freshsales Classic deals for new Sage Intacct invoices
- Find customers in Sage Intacct for new accounts in Freshsales Classic
- Create new contacts in Sage Intacct for new accounts in Freshsales Classic
- Create new Sage Intacct contacts from new Freshsales Classic accounts
- Create contacts in Sage Intacct for new accounts in Freshsales Classic
- Create new contacts in Sage Intacct for every new account in Freshsales Classic
- Create new Sage Intacct contacts from new contacts in Freshsales Classic
- Create new contacts in Sage Intacct for new accounts in Freshsales Classic
- Create contacts in Sage Intacct from new accounts in Freshsales Classic
- Create new Sage Intacct contacts from new Freshsales Classic contacts
- Create new Sage Intacct contacts from new Freshsales Classic contacts
- Create new Sage Intacct contacts from new Freshsales Classic contacts