Freshsales Suite + Sage Intacct

Create invoices in Sage Intacct for new deals in Freshsales Suite

Streamline your financial process with this automation between Freshsales Suite and Sage Intacct. Whenever a New Deal is finalized in Freshsales Suite, an Invoice is instantly created in Sage Intacct. This efficient task-management saves time, eases financial tracking and enhances productivity in your invoicing workflow.

When this happens...
TriggerPolling
automatically do this!
ActionWrite

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Supported triggers and actions

- Filter NameRequired
Trigger
Polling
Try It
- Filter NameRequired
Trigger
Polling
Try It
- Filter NameRequired
Trigger
Polling
Try It
- Filter NameRequired
Trigger
Polling
Try It
- TitleRequired
- Associated ModuleRequired
- Attendees EmailRequired
- From DateRequired
- To DateRequired
- Targetable IdRequired
- Location
- Description
- Time Zone
- Outcome
Action
Write

- Associated ModuleRequired
- Targetable IdRequired
- TitleRequired
- Due DateRequired
- Owner IdRequired
- Outcome IdRequired
- Description
- Task Type
- Collaborators
Action
Write
- Module NameRequired
Action
Write

- Associated ModuleRequired
- Targetable IdRequired
- TitleRequired
- Owner IdRequired
- Start DateRequired
- End DateRequired
- Sales Activity TypeRequired
- Outcome
- Location
- Collaborators
- Notes
Action
Write
- Unique Identifer NameRequired
- Unique IdentifierRequired
- Event NameRequired
- Additional Event Properties
Action
Write
- Update ByRequired
- Enter Account Name /Account IDRequired
Action
Write
- Deal IDRequired
Action
Write
- Search ByRequired
- Enter Account ID / NameRequired
Action
Search
- Search ByRequired
- Enter Contact ID / Email / Phone No/External IDRequired
Action
Search
- Search ByRequired
- Enter Contact ID / Email / Phone No/External IDRequired
- First Name
- Last Name
- Work Number
- Mobile Number
- Emails
- Do You Want to Update Lifecycle Stage and Status
- Do You Want To Add Contact To List
- List Name
Action
Search or 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 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

- Filter NameRequired
- Include Contact Details
Trigger
Polling
Try It
- Filter NameRequired
Trigger
Polling
Try It
- Filter NameRequired
Trigger
Polling
Try It
- Select ModuleRequired
- Unique IdentifierRequired
- File NameRequired
- File PathRequired
- Share with team
Action
Write
- Update ByRequired
- Enter Email / Contact IDRequired
- NoteRequired
Action
Write
- Name
Action
Write
- First Name
- Last Name
- Work Number
- Mobile Number
- Emails
- Do You Want to Update Lifecycle Stage and Status
- Do You Want To Add Contact To List
- List Name
Action
Write
- Name
- Deal Value
Action
Write
- Associated moduleRequired
- Enter NoteRequired
- Targetable IdRequired
Action
Write
- Update ByRequired
- Enter Email / Contact ID / Mobile Number / External IDRequired
- Do You Want to Update Lifecycle Stage and Status
- Choose one of the operation
- List Name
Action
Write
- Email ID of the UserRequired
Action
Search
- Find ByRequired
- Enter Name / Deal IDRequired
Action
Search
- Search ByRequired
- Enter Account ID / NameRequired
- Name
Action
Search or write
- Status
Trigger
Polling
Try It
- State
Trigger
Polling
Try It
- State
Trigger
Polling
Try It
- Status
Trigger
Polling
Try It
- 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

About Freshsales Suite

Freshsales Suite is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

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

Freshsales Suite + Sage Intacct

Create invoices in Sage Intacct for new deals in Freshsales Suite

Contacts Added to a List

New Account

Contact Updated

New Deal

Create Meeting

Create Task

Create a Record on Custom Module

Create Custom Sales Activity

Create a Marketing Event

Update Account

Update Deal

Find Account

Find Contact by Unique Fields

Search the matching Contacts

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

Deal Updated

Account Updated

New Contact

Add File

Add Note to Contact

Create Account

Create Contact

Create Deal

Add Note

Update Contact

Find User

Find Deal

Search the matching Account

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

About Freshsales Suite

Related categories

Similar apps

Zapier Forms

About Sage Intacct

Related categories