HubSpot + Sage Intacct

Create tickets in HubSpot for new invoices in Sage Intacct

Keep your customer service in-sync with your financial processes. With this workflow, every time there's a new invoice in Sage Intacct, it creates a corresponding ticket in HubSpot. This allows you to track invoice inquiries efficiently, resolving customer issues swiftly while keeping all relevant financial data within reach. Stay organized and productive by ensuring your sales and finance teams have all the information they need when it comes to managing invoices.

Keep your customer service in-sync with your financial processes. With this workflow, every time there's a new invoice in Sage Intacct, it creates a corresponding ticket in HubSpot. This allows you to track invoice inquiries efficiently, resolving customer issues swiftly while keeping all relevant financial data within reach. Stay organized and productive by ensuring your sales and finance teams have all the information they need when it comes to managing invoices.

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

    • 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
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About HubSpot

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