JobAdder + Sage Intacct
Create new Sage Intacct contacts whenever companies are added or updated in JobAdder
Stay on top of your business contacts with this efficient workflow between JobAdder and Sage Intacct. Whenever there's a new company or a change in company status in JobAdder, this automation instantly creates a contact within Sage Intacct, keeping your records current and precise. It's a sure-fire way to save time and ensure data consistency across your platforms.
Stay on top of your business contacts with this efficient workflow between JobAdder and Sage Intacct. Whenever there's a new company or a change in company status in JobAdder, this automation instantly creates a contact within Sage Intacct, keeping your records current and precise. It's a sure-fire way to save time and ensure data consistency across your platforms.
- When this happens...
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
ActionWriteCreate a new record or update an existing record in your app.
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Select entity added to folderRequired
Select folderRequired
ID for specific sample data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Retained Invoice Sent
Triggers when a retained invoice is sent
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.When to TriggerRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Interviews Created By
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Select entity removed from folderRequired
Select folderRequired
ID for specific sample data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Candidate IDRequired
Document TypeRequired
FilenameRequired
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
Note TypeRequired
Note TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last NameRequired
EmailRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last NameRequired
EmailRequired
Phone
Mobile
Unsubscribed
Salutation
Status
Company
Position
Owner
LinkedIn
Facebook
Twitter
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
CompanyRequired
Work Type
StageRequired
Value
Estimated Close
Job Owner(s)Required
Additional Information
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job Order IDRequired
Note TypeRequired
Note TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Application IDRequired
Application StatusRequired
Note Text
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Candidate IDRequired
Attachment IDRequired
Document Type
Document Category
Expiry Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
Company Name
Summary
Company Status
Owner
LinkedIn
Facebook
Twitter
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Categories
Sub Categories
Skills
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Application ID
Candidate ID
Job ID
Job Ad ID
Active Applications Only?
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany ID
Company Name
ActionThis is an event a Zap performs.SearchFind existing data in your appJob Order ID
Job Title
Owner ID
Company Name
Company ID
ActionThis is an event a Zap performs.SearchFind existing data in your appApplication IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCandidate IDRequired
DocumentRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPlacement IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany ID
Company NameRequired
Status
Owner
LinkedIn
Facebook
Twitter
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundJob Order ID
Job TitleRequired
Job OwnerRequired
Company Name
Company
Job Description
Work TypeRequired
Number of Jobs
Job Source
Status
Location
Recruiter/s
Amount
Type
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planDue DateRequired
Created DateRequired
Vendor
Transaction AmountRequired
GL AccountRequired
Total Transaction Amount
Memo
Location
Department
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Sales Representative
Customer Type
Territory
Parent
Shipping Method
Term
Account Group
Price List
Price Schedule
Override Offset GL Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project resource
Project
Employee
Item
Labor rate
Expense rate
AP and purchasing rate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BillRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.InvoiceRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Bill
Finds a bill based on a search criteria.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Invoice
Finds a invoice based on a search criteria.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Invoices
Finds invoices within a date range.
ActionThis is an event a Zap performs.SearchFind existing data in your app
Job Ad Expired
Triggers when a job ad has expired on a job board. Will trigger multiple times if posted on multiple job boards
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Interview / Meeting Event Scheduled
Triggers when you have scheduled an event.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Application IDRequired
Note TypeRequired
Note TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Candidate IDRequired
Note TypeRequired
Note TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Note TypeRequired
Note TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Status
Owner
LinkedIn
Facebook
Twitter
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job TitleRequired
Job Description
Work TypeRequired
Number of Jobs
Job OwnerRequired
Job Source
Status
Location
Company
Recruiter/s
Amount
Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Start AtRequired
End AtRequired
All Day
Priority
Assignee/sRequired
Primary Record TypeRequired
Primary Record IDRequired
Associated Applications
Associated Candidates
Associated Companies
Associated Contacts
Associated Jobs
Associated Placements
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Placement IDRequired
Note TypeRequired
Note TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Candidate IDRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Candidate IDRequired
Categories
Sub Categories
Skills
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
First Name
Last Name
Email
Phone
Mobile
Unsubscribed
Salutation
Contact Status
Company
Position
Owner
LinkedIn
Facebook
Twitter
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity IDRequired
Title
Company
Work Type
Stage
Value
Estimated Close
Job Owner(s)
Additional Information
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Candidate ID
Email
Find Full Name
Find Mobile
ActionThis is an event a Zap performs.SearchFind existing data in your appContact ID
Email
Find Full Name
Find Company ID
ActionThis is an event a Zap performs.SearchFind existing data in your appPlacement ID
Candidate Full Name
Candidate ID
Company Full Name
Company ID
Placement Approved?
Placement Type
ActionThis is an event a Zap performs.SearchFind existing data in your appCandidate IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appJob Order IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCandidate ID
EmailRequired
Find Full Name
Find Mobile
First NameRequired
Last NameRequired
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundContact ID
EmailRequired
Find Full Name
Find Company ID
First NameRequired
Last NameRequired
Phone
Mobile
Unsubscribed
Salutation
Status
Company
Position
Owner
LinkedIn
Facebook
Twitter
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSuggested 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document type
VendorRequired
Transaction dateRequired
Date
Rate
Type ID
Payment term
Shipping method
Attachment
Tax solution
Source document
Primary contact
Ship to contact
Bill to contact
Deliver to contact
ItemRequired
UnitRequired
QuantityRequired
Unit priceRequired
Line description
Line memo
Location
Warehouse
Department
Project
Task
Class
Customer
Employee
Subtotals
History records
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Name
Sales Representative
Customer Type
Territory
Parent Customer
Shipping Method
Payment Term
Account Group
Price List
Price Schedule
Override Offset GL Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document type
Vendor invoiceRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Customer
Finds a customer based on search criteria.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Vendor
Finds a vendor based on a search criteria.
ActionThis is an event a Zap performs.SearchFind existing data in your app
About JobAdder
Related categories
About Sage Intacct
Related categories
Related Zap Templates
- Create new Sage Intacct contacts from new or updated JobAdder placements
- Create new Sage Intacct contacts from new or updated JobAdder placements
- Create contacts in Sage Intacct for new or updated companies in JobAdder
- Create new Sage Intacct contacts from updated or new JobAdder companies
- Create new Sage Intacct contacts from updated JobAdder placements