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intelliHR + Sage Intacct

intelliHR + Sage Intacct integrations

Create new Sage Intacct contacts for new intelliHR people

Streamline your HR and finance operations with this efficient workflow. Whenever a new person is added in the intelliHR platform, their details are swiftly sent over to Sage Intacct, resulting in the creation of a new contact. This automation saves you valuable time, eliminating the need for manual data entry and ensuring your Sage Intacct contact list stays up-to-date with your HR changes.

When this happens...
New PersonTriggers when a new person is created.
TriggerInstant
automatically do this!
Create ContactCreates a new contact.
ActionWrite

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More things you can do with intelliHR and Sage Intacct

Discover other triggers and actions you can use with intelliHR and Sage Intacct

Job Remuneration Update Scheduled
Triggers when a Job Remuneration update is scheduled via the job update screen.
Trigger
Instant
Try It
New Job
Triggers when a new Job is created.
Trigger
Instant
Try It
New Training
Triggers when a new training record is created.
Trigger
Instant
Try It
- Company Start Date
  Required
- Company End Date
- Job Title
  Required
- PersonDescription
- ID
- Name
- Primary Email Address
- Employee Number
- Auto Incrementing intelliHR ID
- BusinessEntityDescription
- ID
- Name
- Legal Name
- Number
- BusinessUnitDescription
- ID
- Name
- LocationDescription
- ID
- Name
- Address
- SupervisorPersonDescription
- ID
- Name
- Primary Email Address
- Employee Number
- Auto Incrementing intelliHR ID
- SupervisorJobDescription
- ID
- Name
- WorkTypeDescription
- ID
- Name
- WorkClassDescription
- ID
- Name
- PayGradeDescription
- ID
- Code
- Name
- FTE
- RecruitmentSourceDescription
- ID
- Name
- Recruitment Cost
- Recruitment Currency
- Type
- Pay Cycle
- Currency
- Hours Per Cycle
- Base Annual Salary
- Base Hourly Rate
- AdditionsToBaseDescription
- AdditionsToBaseNames
- AdditionsToBaseTypes
- AdditionsToBaseValues
- AdditionsToBaseCurrencies
- AdditionsToBaseDefaultRemunerationComponentIds
- AdditionsToBaseDefaultRemunerationComponentNames
- AdditionsToTotalDescription
- AdditionsToTotalNames
- AdditionsToTotalTypes
- AdditionsToTotalValues
- AdditionsToTotalCurrencies
- AdditionsToTotalDefaultRemunerationComponentIds
- AdditionsToTotalDefaultRemunerationComponentNames
- BreakdownsDescription
- BreakdownsNames
- BreakdownsTypes
- BreakdownsValues
- BreakdownsCurrencies
- BreakdownsDefaultRemunerationComponentIds
- BreakdownsDefaultRemunerationComponentNames
- EmploymentConditionDescription
- ID
- Name
- Award Name
Action
Write
- Employee Number
- First Name
- Preferred Name
- Middle Name
- Last Name
  Required
- Primary Email Address
- Primary Phone Number
- Gender
- Date of Birth
- Emergency Contact Email
- Emergency Contact Name
- Emergency Contact Phone Number
- Emergency Contact Relationship
- UserDescription
- Is Enabled
- Username
- Send Welcome Email
Action
Write

- Completion Date
  Required
- Name
  Required
- PersonDescription
- ID
- Name
- Primary Email Address
- Employee Number
- Auto Incrementing intelliHR ID
- Job ID
- CoordinatorPersonDescription
- ID
- Name
- Primary Email Address
- Employee Number
- Auto Incrementing intelliHR ID
- ProviderDescription
- ID
- Name
- TypeDescription
- ID
- Name
- Hours
- Cost
- Currency
Action
Write
- JobRecordSearchDescription
- Job ID
- Position Title
- Person ID
- Person Name
- Primary Email
- Employee Number
- Auto Incrementing intelliHR ID
- End Date
- Should Not Finalise End Date
- Should Retain User Account
- Turnover Type
- Turnover Reason
Action
Write

- JobRecordSearchDescription
- Job ID
- Position Title
- Person ID
- Person Name
- Primary Email
- Employee Number
- Auto Incrementing intelliHR ID
- Effective From
  Required
- Effective To
- BusinessEntityDescription
- ID
- Name
- Legal Name
- Number
- BusinessUnitDescription
- ID
- Name
- Position Title
- LocationDescription
- ID
- Name
- Address
- WorkTypeDescription
- ID
- Name
- WorkClassDescription
- ID
- Name
- FTE
- PayGradeDescription
- ID
- Code
- Name
- SupervisorPersonDescription
- ID
- Name
- Primary Email Address
- Employee Number
- Auto Incrementing intelliHR ID
- SupervisorJobDescription
- ID
- Name
- Type
- Pay Cycle
- Currency
- Hours Per Cycle
- Base Annual Salary
- Base Hourly Rate
- AdditionsToBaseDescription
- AdditionsToBaseNames
- AdditionsToBaseTypes
- AdditionsToBaseValues
- AdditionsToBaseCurrencies
- AdditionsToBaseDefaultRemunerationComponentIds
- AdditionsToBaseDefaultRemunerationComponentNames
- AdditionsToTotalDescription
- AdditionsToTotalNames
- AdditionsToTotalTypes
- AdditionsToTotalValues
- AdditionsToTotalCurrencies
- AdditionsToTotalDefaultRemunerationComponentIds
- AdditionsToTotalDefaultRemunerationComponentNames
- BreakdownsDescription
- BreakdownsNames
- BreakdownsTypes
- BreakdownsValues
- BreakdownsCurrencies
- BreakdownsDefaultRemunerationComponentIds
- BreakdownsDefaultRemunerationComponentNames
- EmploymentConditionDescription
- ID
- Name
- Award Name
Action
Write
- User ID
  Required
- Username
- Is Enabled
Action
Write
- PersonDescription
- ID
- Name
- Primary Email Address
- Employee Number
- Auto Incrementing intelliHR ID
Action
Search
- 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 Date
  Required
- Created Date
  Required
- Vendor
- Transaction Amount
  Required
- GL Account
  Required
- Total Transaction Amount
- Memo
- Location
- Department
Action
Write
- Name
  Required
- 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
- Bill
  Required
- 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
- Invoice
  Required
- 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

Job Update Scheduled
Triggers when a new Job update is scheduled via the job update screen.
Trigger
Instant
Try It
New Person
Triggers when a new person is created.
Trigger
Instant
Try It
- Identifier
- Business Unit Name
  Required
- Notes
- Parent ID
- Is Enabled
Action
Write
- Name
  Required
- Address
- parentId
Action
Write
- PersonDescription
- ID
- Name
- Primary Email Address
- Employee Number
- Auto Incrementing intelliHR ID
- File
  Required
Action
Write
- UserCopy
- Username
  Required
- Is Enabled
- PersonDescription
- ID
- Name
- Primary Email Address
- Employee Number
- Auto Incrementing intelliHR ID
Action
Write
- BusinessUnitDescription
- ID
- Identifier
- Name
- Identifier
- Business Unit Name
  Required
- Notes
- Parent ID
- Is Enabled
Action
Write
- PersonDescription
- ID
- Name
- Primary Email Address
- Employee Number
- Auto Incrementing intelliHR ID
- First Name
- Middle Name
- Last Name
- Preferred Name
- Date of Birth
- Gender
- Employee Number
- Title
- Emergency Contact Email
- Emergency Contact Name
- Emergency Contact Phone Number
- Emergency Contact Relationship
- EmailAddressesDescription
- EmailAddressesEmail
- EmailAddressesIsPersonal
- EmailAddressesIsPrimary
- PhoneNumbersDescription
- PhoneNumbers
- PhoneNumbersIsPersonal
- PhoneNumbersIsPrimary
- AddressesDescription
- AddressTypes
- FullAddresses
- Countries
- Postcodes
- States
- Streets
- Suburbs
Action
Write
- Field to Search
  Required
- Value to Search For
  Required
Action
Search
- Status
Trigger
Polling
Try It
- State
Trigger
Polling
Try It
- State
Trigger
Polling
Try It
- Status
Trigger
Polling
Try It
- Suggested Contact Name
  Required
- Print As
  Required
- 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 Date
  Required
- Due Date
  Required
- 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
  Required
- Customer - Delivery Options
- Payment Term
- Tax Solution Key
- Invoice Summary
- Transaction Amount
  Required
- GL Account
  Required
- 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
- Vendor
  Required
- Transaction date
  Required
- 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
  Required
- Unit
  Required
- Quantity
  Required
- Unit price
  Required
- Line description
- Line memo
- Location
- Warehouse
- Department
- Project
- Task
- Class
- Customer
- Employee
- Subtotals
- History records
Action
Write
- Customer
  Required
- 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 invoice
  Required
- 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 intelliHR

All-in-one people management system with configurable HR automation and analytics

HelpHelp

Related categories

HR Talent & Recruitment

About Sage Intacct

Sage Intacct is a cloud-based financial management software that streamlines & automates accounting business processes, providing real-time financial insights.

HelpHelp

Related categories

Accounting

Premium

Related Zap Templates

Create new Sage Intacct contacts from new intelliHR persons