Kajabi + Sage Intacct
Create new Sage Intacct contacts from new Kajabi purchases
Enhance your customer relations strategy with this proactive workflow. The moment a new purchase is made in Kajabi, it initiates the process of creating a new contact in Sage Intacct. This ensures customer data stays consistent between the two platforms, simplifying your operations and increasing overall efficiency.
Enhance your customer relations strategy with this proactive workflow. The moment a new purchase is made in Kajabi, it initiates the process of creating a new contact in Sage Intacct. This ensures customer data stays consistent between the two platforms, simplifying your operations and increasing overall efficiency.
- 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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SiteRequired
AssessmentRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SiteRequired
FormRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Suggested 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
SiteRequired
FormRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SiteRequired
OfferRequired
Member NameRequired
EmailRequired
External User IDRequired
Send Offer Grant Email?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Site IDRequired
Offer IDRequired
External User IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
About Kajabi
Related categories
About Sage Intacct
Related categories
Related Zap Templates
- Create new Sage Intacct contacts from new Kajabi payments
- Create new Sage Intacct contacts from new Kajabi form submissions
- Create Sage Intacct contacts for new Kajabi purchases
- Grant access to Kajabi offers when new invoices come in from Sage Intacct
- "create new Sage Intacct contacts from completed Kajabi assessments"
- Create new Sage Intacct contacts from new Kajabi purchases
- Create new contacts in Sage Intacct from new purchases in Kajabi
- "find new Kajabi purchases in Sage Intacct as customers"
- Create Sage Intacct contacts from new Kajabi form submissions
- Create new Sage Intacct contacts from new Kajabi purchases
- "create new contacts in Sage Intacct from newly added tags in Kajabi"
- Find customers in Sage Intacct for new form submissions in Kajabi
- Create new Sage Intacct contacts from completed Kajabi assessments
- Create new Sage Intacct contacts from completed Kajabi assessments
- Create Sage Intacct contacts from new Kajabi form submissions
- Create new Sage Intacct contacts when assessments are completed in Kajabi
- Create new Sage Intacct contacts for each new Kajabi purchase
- Create new Sage Intacct contacts when tags are added in Kajabi
- Create new Sage Intacct contacts when tags are added to Kajabi
- Create Sage Intacct contacts from new Kajabi purchases
- Create new Sage Intacct contacts from new Kajabi purchases
- Create new Sage Intacct contacts when tags are added in Kajabi
- Create new Sage Intacct contacts from new Kajabi form submissions
- Create new Sage Intacct contacts from new Kajabi form submissions
- Create new Sage Intacct contacts from new Kajabi purchases
- Create new Sage Intacct contacts from new Kajabi purchases
- Create new Sage Intacct contacts from new purchases in Kajabi
- Create new Sage Intacct contacts from new Kajabi form submissions
Related Zap Templates
- Create new Sage Intacct contacts from new Kajabi payments
- Grant access to Kajabi offers when new invoices come in from Sage Intacct
- Create new contacts in Sage Intacct from new purchases in Kajabi
- Create new Sage Intacct contacts from new Kajabi purchases
- Create new Sage Intacct contacts from completed Kajabi assessments
- Create new Sage Intacct contacts when assessments are completed in Kajabi
- Create new Sage Intacct contacts when tags are added to Kajabi
- Create new Sage Intacct contacts when tags are added in Kajabi
- Create new Sage Intacct contacts from new Kajabi purchases
- Create new Sage Intacct contacts from new Kajabi form submissions
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- Create new Sage Intacct contacts from new Kajabi form submissions
- "create new Sage Intacct contacts from completed Kajabi assessments"
- "find new Kajabi purchases in Sage Intacct as customers"
- "create new contacts in Sage Intacct from newly added tags in Kajabi"
- Create new Sage Intacct contacts from completed Kajabi assessments