JobAdder + Sage Intacct

JobAdder + Sage Intacct integrations

Create new Sage Intacct contacts from new or updated JobAdder placements

Streamline your job placement and contact creation processes with this effective workflow. When there's a new placement or status change in JobAdder, a new contact will be created in the Sage Intacct app. This automation ensures you never miss an important update and allows you to manage your contacts in a more efficient and organized manner. Enhance your efficiency by implementing this workflow in your working routine.

When this happens...
Placements - New or Status ChangedTriggers when a new Placement record is created and/or its status is changed.
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More things you can do with JobAdder and Sage Intacct

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

- Select entity added to folder
  Required
- Select folder
  Required
- ID for specific sample data
Trigger
Instant
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New Retained Invoice Sent
Triggers when a retained invoice is sent
Trigger
Instant
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- When to Trigger
  Required
Trigger
Instant
Try It
- When to Trigger
Trigger
Instant
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- Interviews Created By
Trigger
Instant
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- When to Trigger
Trigger
Instant
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- When to Trigger
  Required
Trigger
Instant
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- Job ID
  Required
- Candidate ID
  Required
- Source
Action
Write
- Application ID
  Required
- Note Type
  Required
- Note Text
  Required
Action
Write
- Candidate ID
  Required
- Note Type
  Required
- Note Text
  Required
Action
Write
- Contact ID
  Required
- Note Type
  Required
- Note Text
  Required
Action
Write
- Company Name
  Required
- Status
- Owner
- LinkedIn
- Facebook
- Twitter
Action
Write
- Job Title
  Required
- Job Description
- Work Type
  Required
- Number of Jobs
- Job Owner
  Required
- Job Source
- Status
- Location
- Company
- Recruiter/s
- Amount
- Type
Action
Write
- Title
  Required
- Start At
  Required
- End At
  Required
- All Day
- Priority
- Assignee/s
  Required
- Primary Record Type
  Required
- Primary Record ID
  Required
- Associated Applications
- Associated Candidates
- Associated Companies
- Associated Contacts
- Associated Jobs
- Associated Placements
Action
Write
- Placement ID
  Required
- Note Type
  Required
- Note Text
  Required
Action
Write
- Candidate ID
  Required
- First Name
- Last Name
- Email
- Salutation
- Mobile
- Phone
- Date of Birth
- Emergency Contact
- Emergency Phone
- Unsubscribed
- Candidate Status
- Candidate Internal Rating
- Candidate Summary
- Seeking?
- Recruiter/s
- Street Line 1
- Street Line 2
- City
- State
- Postal Code
- Country Code (Alpha-2)
- LinkedIn
- Facebook
- Twitter
- Employer
- Positon
- Work Type
- Salary Rate Per
- Salary Rate
- Position
- Work Type
- Salary Rate Per
- Minimum Salary Rate
- Maximum Salary Rate
- Immediately?
- Relative Unit
- Relative Period
- From Date
Action
Write
- Candidate ID
  Required
- Categories
- Sub Categories
- Skills
Action
Write
- Contact ID
  Required
- First Name
- Last Name
- Email
- Phone
- Mobile
- Unsubscribed
- Salutation
- Contact Status
- Company
- Position
- Owner
- LinkedIn
- Facebook
- Twitter
Action
Write
- Opportunity ID
  Required
- Title
- Company
- Work Type
- Stage
- Value
- Estimated Close
- Job Owner(s)
- Additional Information
Action
Write
- Application ID
- Candidate ID
- Job ID
- Job Ad ID
- Active Applications Only?
Action
Search
- Company ID
- Company Name
Action
Search
- Job Order ID
- Job Title
- Owner ID
- Company Name
- Company ID
Action
Search
- Application ID
  Required
Action
Search
- Candidate ID
  Required
- Document
  Required
Action
Search
- Contact ID
  Required
Action
Search
- Placement ID
  Required
Action
Search
- Company ID
- Company Name
  Required
- Status
- Owner
- LinkedIn
- Facebook
- Twitter
Action
Search or write
- Job Order ID
- Job Title
  Required
- Job Owner
  Required
- Company Name
- Company
- Job Description
- Work Type
  Required
- Number of Jobs
- Job Source
- Status
- Location
- Recruiter/s
- Amount
- Type
Action
Search or write
- 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 Ad Expired
Triggers when a job ad has expired on a job board. Will trigger multiple times if posted on multiple job boards
Trigger
Instant
Try It
- When to Trigger
Trigger
Instant
Try It
- When to Trigger
Trigger
Instant
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New Interview / Meeting Event Scheduled
Triggers when you have scheduled an event.
Trigger
Instant
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New Job Ad Posted
Triggers when a new job ad is posted on a job board. Will trigger multiple times if posted on multiple job boards
Trigger
Instant
Try It
- When to Trigger
Trigger
Instant
Try It
- Select entity removed from folder
  Required
- Select folder
  Required
- ID for specific sample data
Trigger
Instant
Try It
- Folder ID
  Required
- Operator
  Required
- Entity
  Required
- Entity ID
  Required
Action
Write
- Candidate ID
  Required
- Document Type
  Required
- Filename
  Required
- File
  Required
Action
Write
- Company ID
  Required
- Note Type
  Required
- Note Text
  Required
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Salutation
- Mobile
- Phone
- Date of Birth
- Emergency Contact
- Emergency Phone
- Unsubscribed
- Candidate Source
- Candidate Status
- Candidate Internal Rating
- Candidate Summary
- Recruiter/s
- Street Line 1
- Street Line 2
- City
- State
- Postcode
- Country Code (Alpha-2)
- LinkedIn
- Facebook
- Twitter
- Employer
- Position
- Work Type
- Salary Rate Per
- Salary Rate
- Position
- Work Type
- Salary Rate Per
- Minimum Salary Rate
- Maximum Salary Rate
- Immediately?
- Relative Unit
- Relative Period
- From Date
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Phone
- Mobile
- Unsubscribed
- Salutation
- Status
- Company
- Position
- Owner
- LinkedIn
- Facebook
- Twitter
Action
Write
- Title
  Required
- Company
  Required
- Work Type
- Stage
  Required
- Value
- Estimated Close
- Job Owner(s)
  Required
- Additional Information
Action
Write
- Job Order ID
  Required
- Note Type
  Required
- Note Text
  Required
Action
Write
- Application ID
  Required
- Application Status
  Required
- Note Text
Action
Write
- Candidate ID
  Required
- Attachment ID
  Required
- Document Type
- Document Category
- Expiry Date
Action
Write
- Company ID
  Required
- Company Name
- Summary
- Company Status
- Owner
- LinkedIn
- Facebook
- Twitter
Action
Write
- Contact ID
  Required
- Categories
- Sub Categories
- Skills
Action
Write
- Placement ID
  Required
- Job Title
  Required
- Contact ID
- Summary
- Placement Status
- Payment Type
- Start Date
- End Date
- Award
- Industry Code
- Fee Split
- Salary Base
- Superannuation
- Salary Total
- Fee
- Rate Per
- Hours Per Week
- Days Per Week
- Client Rate
- Candidate Rate
- On Costs Type
- On Costs
- Net Margin
- Billing Contact ID
- Billing Address ID
- Billing Email
- Order Reference
- Invoice Reference
- Terms
- Due Date
- Recruiter User IDs
- Recruiter Fee Splits
Action
Write
- Candidate ID
- Email
- Find Full Name
- Find Mobile
Action
Search
- Contact ID
- Email
- Find Full Name
- Find Company ID
Action
Search
- Placement ID
- Candidate Full Name
- Candidate ID
- Company Full Name
- Company ID
- Placement Approved?
- Placement Type
Action
Search
- Candidate ID
  Required
Action
Search
- Company ID
  Required
Action
Search
- Job Order ID
  Required
Action
Search
- Candidate ID
- Email
  Required
- Find Full Name
- Find Mobile
- First Name
  Required
- Last Name
  Required
- Salutation
- Mobile
- Phone
- Date of Birth
- Emergency Contact
- Emergency Phone
- Unsubscribed
- Candidate Source
- Candidate Status
- Candidate Internal Rating
- Candidate Summary
- Recruiter/s
- Street Line 1
- Street Line 2
- City
- State
- Postcode
- Country Code (Alpha-2)
- LinkedIn
- Facebook
- Twitter
- Employer
- Position
- Work Type
- Salary Rate Per
- Salary Rate
- Position
- Work Type
- Salary Rate Per
- Minimum Salary Rate
- Maximum Salary Rate
- Immediately?
- Relative Unit
- Relative Period
- From Date
Action
Search or write
- Contact ID
- Email
  Required
- Find Full Name
- Find Company ID
- First Name
  Required
- Last Name
  Required
- Phone
- Mobile
- Unsubscribed
- Salutation
- Status
- Company
- Position
- Owner
- LinkedIn
- Facebook
- Twitter
Action
Search or write
- 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 JobAdder

JobAdder is the ATS and CRM recruiters love to use. Increase your productivity, growth and ROI by improving your user adoption rate.

Learn moreLearn moreHelpHelp

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.

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Related categories

Accounting

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Create new Sage Intacct contacts from updated JobAdder placements