intelliHR + Sage Intacct

intelliHR + Sage Intacct integrations

Create new Sage Intacct contacts from new intelliHR persons

Stay organized and efficient when managing new personnel data with this workflow. When you add a new person in the intelliHR system, this automation creates a corresponding contact in your Sage Intacct software. This seamless integration between intelliHR and Sage Intacct helps reduce manual data entry and keeps your contacts updated in real time. Safeguard your productivity with this easy and reactive process.

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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
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New Job
Triggers when a new Job is created.
Trigger
Instant
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New Training
Triggers when a new training record is created.
Trigger
Instant
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- 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
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New Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Trigger
Polling
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- Document type
- State
Trigger
Polling
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- 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
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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

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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

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Related Zap Templates

Create new Sage Intacct contacts from new intelliHR persons