Notion + Sage Intacct

Create Sage Intacct contacts from new Notion database items

When a new item is added to your Notion database, streamline your document management using this workflow. It will swiftly generate a new contact in the Sage Intacct system, ensuring your financial records are up-to-date. This automation eliminates the need for manual data entry, making your business operations more efficient.

When this happens...
New Data Source Item
Triggers when a new item is created in a data source.
TriggerPolling
automatically do this!
Create Contact
Triggers when a new contact is created.
ActionWrite

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Supported triggers and actions

- Data Source (required)
- Filter by Creation Time
Trigger
Polling
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- Data Source (required)
Trigger
Polling
Try It
- PageRequired
- Block TypeRequired
- Content
- Programming Language
- Checked
- Icon (Emoji)
Action
Write
- PageRequired
- CommentRequired
Action
Write
- Parent PageRequired
- Title
- Content
- Icon
- Cover
Action
Write

- Item IDRequired
Action
Write
- Data Source
- ItemRequired
- Content
- Content Format
Action
Write

- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Retrieve a Page
This action retrieves a specific page from Notion using its ID. The page id can be a normal page or a database item.
Action
Write
- PageRequired
Action
Search
- Block IDRequired
- Page Size
- Start Cursor
Action
Search
- Page or Database Item IDRequired
Action
Search
- PageRequired
- PropertyRequired
Action
Search
- UserRequired
Action
Search
- Status
Trigger
Polling
Try It
New Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Trigger
Polling
Try It
- 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

- Database
- Data Source
- Page
Trigger
Instant
Try It
- Page IdRequired
Trigger
Polling
Try It
- Data Source
- ItemRequired
Action
Write
- Data Source
- Content
- Content Format
Action
Write
- PageRequired
- ContentRequired
- Content Format
Action
Write
- DatabaseRequired
- Title
- Move To
- Display Inline
- Icon (Emoji)
- Move to Trash
- Lock Database
Action
Write
- Data SourceRequired
- Title
- Icon Emoji
- Property Updates (JSON)
Action
Write
Retrieve Database
This action retrieves a database in Notion using the ID of the database.
Action
Write
- Block IdRequired
Action
Search
- Data Source
Action
Search
- Page IDRequired
Action
Search
- TitleRequired
- Exact MatchRequired
Action
Search
- Data Source
- Advanced Query (JSON)
Action
Search
- Data Source
- Content
- Content Format
Action
Search or 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 Notion

A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.

Related categories

Task Management

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

Notion + Sage Intacct

Create Sage Intacct contacts from new Notion database items

New Data Source Item

Updated Data Source Item

Add Block to Page

Add Comment

Create Page

Restore Data Source Item

Update Data Source Item

API Request (Beta)

Retrieve a Page

Get Page Comments

Get Block Children

Get Page or Database Item by ID

Get Page Property

Get User Details

New Contact

New Payment Received (Accounts Receivable)

Create Bill

Create Customer

Find Bill

Find Invoice

New Comment

Updated Page

Archive Data Source Item

Create Data Source Item

Add Content to Page

Update Database

Update Data Source Schema

Retrieve Database

Retrieve Block Children

Find Data Source Items

Get Page and Children

Find Page (By Title)

Query Data Source (Advanced)

Find or Create Database Item

New Invoice

New Vendor

Create Contact

Create Invoice

Find Customer

Find Vendor

About Notion

Related categories

About Sage Intacct

Related categories

Related Zap Templates

Related Zap Templates