Insightly + Sage Intacct

Create new contacts in Sage Intacct from new records in Insightly

Ensure a seamless flow of data between Insightly and Sage Intacct with this efficient workflow. When new records are added in Insightly, corresponding contact details are instantly created in Sage Intacct. This prevents any data entry errors and helps maintain up-to-date and accurate business contact information across multiple platforms. This automation provides a practical solution for maintaining synchronicity between your CRM and financial management systems.

When this happens...
New Record
Triggers when a new record is created.
TriggerInstant
automatically do this!
Create Contact
Triggers when a new contact is created.
ActionWrite

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Supported triggers and actions

- Insightly ObjectRequired
Trigger
Instant
Try It
- Insightly ObjectRequired
Trigger
Instant
Try It
- Insightly ObjectRequired
Action
Write
- Insightly ObjectRequired
- Search ByRequired
- Search ValueRequired
Action
Search
- State
Trigger
Polling
Try It

- Status
Trigger
Polling
Try It
- Contact NameRequired
- Print AsRequired
- Last Name
- First Name
- Middle Name
- Prefix
- Company Name
- Taxable
- Tax ID
- Contact Tax Group Name
- Active
- Primary Phone Number
- Secondary Phone Number
- Cellular Phone Number
- Pager Number
- Fax Number
- Primary Email Address
- Secondary Email Address
- Primary URL
- Secondary URL
- Address Line 1
- Address Line 2
- City
- State/Province
- ZIP/Postal Code
- Country
Action
Write

- Invoice Number
- Reference Number
- Customer IDRequired
- Due Date
- Payment Term
- Create Draft
- GL Account Number
- AR Account Label
- Offset GL Account Number
- Transaction AmountRequired
- Location ID
- Allocation ID
- Customer ID
- Class ID
- Contract ID
- Department ID
- Employee ID
- Vendor ID
- Warehouse ID
- Project ID
- Item ID
- Memo
- Rev Rec Template ID
- Deferred Revenue GL Account Number
- Rev Rec End Date
- Rev Rec Start Date
- Total Due
- Total Paid
- External ID
- Description
- Bill To Contact
- Ship To Contact
- Summary Record No
- Attachments ID
- Base Currency Code
- Transaction Currency Code
- Exchange Rate Date
- Exchange Rate Type
- Exchange Rate Value
- Transaction Date
- GL Posting Date
- Post to GL?
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

- Insightly ObjectRequired
Trigger
Instant
Try It
- Insightly ObjectRequired
Trigger
Instant
Try It
- Insightly ObjectRequired
Action
Write
- Status
Trigger
Polling
Try It
New Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Trigger
Polling
Try It
- Vendor IDRequired
- Bill Number
- Transaction DateRequired
- Due DateRequired
- Payment Term
- Reference Number
- GL Posting Date
- Transaction Currency
- Base Currency
- Exchange Rate Type
- Exchange Rate Date
- Exchange Rate Value
- Attachments ID
- GL Account NumberRequired
- Transaction AmountRequired
- Description
- Department ID
- Location ID
- Project ID
- Customer ID
- Item ID
- Contract ID
Action
Write
- Customer NameRequired
- Active
- One Time Use
- First Name
- Middle Name
- Last Name
- Primary Contact Name
- Primary Phone Number
- Mobile Phone Number
- Pager
- Fax
- Primary Email Address
- Secondary Email Address
- URL
- Currency
- Address Line 1
- Address Line 2
- City
- State/Province
- ZIP/Postal Code
- Country
- Print As
- Exclude from the company contact list
Action
Write
- Record number
- Project
- Employee
- Item
- Description
- Start date
- Labor rate
- Expense rate
- AP and PO rate
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 Insightly

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

Learn more

Related categories

CRM (Customer Relationship Management)

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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

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Create new Sage Intacct contacts from new Insightly records

Insightly + Sage Intacct

Create new contacts in Sage Intacct from new records in Insightly

Supported triggers and actions

Deleted Record

Updated Field on Record

Create Record

Find Record

New Invoice

New Vendor

Create Contact

Create Invoice

Find Bill

Find Invoice

New Record

Updated Record

Update Record

New Contact

New Payment Received (Accounts Receivable)

Create Bill

Create Customer

Create or Update Project Resource

Find Customer

Find Vendor

About Insightly

Related categories

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About Sage Intacct

Related categories

Related Zap Templates

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