HubSpot + Sage Intacct

Find/Create Company and Deal in HubSpot for new invoices in Sage Intacct

When a new invoice is created in Sage Intacct, this Zap will search for a matching company using related customer data in Sage Intacct and create a new company in HubSpot if not found. Then, the Zap can search for deals related to the company and create a deal with the related invoice details from Sage Intacct.

When a new invoice is created in Sage Intacct, this Zap will search for a matching company using related customer data in Sage Intacct and create a new company in HubSpot if not found. Then, the Zap can search for deals related to the company and create a deal with the related invoice details from Sage Intacct.

  1. When this happens...
    Sage IntacctSage Intacct
    New Invoice

    Triggers when a new invoice is created.

    TriggerPolling
  2. automatically do this...
    HubSpotHubSpot
    Find Company

    Finds a company by searching.

    ActionSearch
  3. then do this!
    HubSpotHubSpot
    Find Deal

    Finds a deal by searching.

    ActionSearch
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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
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About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.
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Related categories

  • Marketing Automation

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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