Insightly + Sage Intacct
Create new Insightly records from new Sage Intacct invoices
Whenever a new invoice is created in Sage Intacct, this workflow will instantly generate a corresponding record in Insightly. This automation ensures your records reflect your most current financial activities, saving you valuable time and maintaining consistency across platforms. In essence, it helps streamline your record-keeping process, so you can focus more on your business growth.
Whenever a new invoice is created in Sage Intacct, this workflow will instantly generate a corresponding record in Insightly. This automation ensures your records reflect your most current financial activities, saving you valuable time and maintaining consistency across platforms. In essence, it helps streamline your record-keeping process, so you can focus more on your business growth.
- When this happens...New Invoice
Triggers when a new invoice is created.
- automatically do this!Create Record
Creates a Record
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Status
Try ItNew Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Try ItDue DateRequired
Created DateRequired
Vendor
Transaction AmountRequired
GL AccountRequired
Total Transaction Amount
Memo
Location
Department
NameRequired
Sales Representative
Customer Type
Territory
Parent
Shipping Method
Term
Account Group
Price List
Price Schedule
Override Offset GL Account
State
Try ItStatus
Try ItSuggested 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
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
