Kajabi + Sage Intacct

"create new Sage Intacct contacts from completed Kajabi assessments"

Keep your business processes efficient and up-to-date. With this streamlined process, each time an assessment is completed in Kajabi, a corresponding contact is immediately created in the Sage Intacct application. Say goodbye to manual data entry and the risk of overlooking updates. Boost your CRM efficiency and redirect your focus on accomplishing other essential tasks.

When this happens...
Assessment Completed
Trigger when someone completes an assessment.
TriggerInstant
automatically do this!
Create Contact
Triggers when a new contact is created.
ActionWrite

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Supported triggers and actions

- SiteRequired
- AssessmentRequired
Trigger
Instant
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- SiteRequired
Trigger
Instant
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- SiteRequired
- Offer
Trigger
Instant
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- Tag
- SiteRequired
Trigger
Instant
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- SiteRequired
- FormRequired
Action
Write

- 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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- 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
Find Bill
Finds a bill based on a search criteria.
Action
Search
Find Invoice
Finds a invoice based on a search criteria.
Action
Search

- SiteRequired
- FormRequired
Trigger
Instant
Try It
- SiteRequired
- Offer
Trigger
Instant
Try It
- SiteRequired
- Tag
Trigger
Instant
Try It
- SiteRequired
- OfferRequired
- Member NameRequired
- EmailRequired
- External User IDRequired
- Send Offer Grant Email?
Action
Write
- Site IDRequired
- Offer IDRequired
- External User IDRequired
Action
Write
- 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 Customer
Finds a customer based on search criteria.
Action
Search
Find Vendor
Finds a vendor based on a search criteria.
Action
Search

About Kajabi

Kajabi is an all in one platform for selling, marketing, and delivering your online content.

Related categories

eCommerce

Similar apps

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

Kajabi + Sage Intacct

"create new Sage Intacct contacts from completed Kajabi assessments"

Supported triggers and actions

Assessment Completed

Cart Purchase

New Purchase

Tag Removed

Create Form Submission

New Contact

New Payment Received (Accounts Receivable)

Create Bill

Create Customer

Find Bill

Find Invoice

New Form Submission

New Payment

Tag Added

Grant Access to an Offer

Revoke Access to an Offer

New Invoice

New Vendor

Create Contact

Create Invoice

Find Customer

Find Vendor

About Kajabi

Related categories

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About Sage Intacct

Related categories

Related Zap Templates

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