Notion + Sage Intacct

Create pages in Notion for each new invoice from Sage Intacct

Efficiently manage your financial tasks with this streamlined workflow which links Sage Intacct and Notion together. Once a new invoice is generated in Sage Intacct, a matching page will be created in Notion instantly. This ensures that all your financial records live in the same workspace, providing you with a simplified and convenient overview of your financial matters. Benefit from organized and coherent record-keeping without any extra effort on your part.

When this happens...
TriggerPolling
automatically do this!
Create Data Source Item
Creates an item in a data source.
ActionWrite

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Supported triggers and actions

- Status
Trigger
Polling
Try It
- State
Trigger
Polling
Try It
- State
Trigger
Polling
Try It
- Status
Trigger
Polling
Try It
- 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
Action
Write

- 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
Action
Write
- 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
Action
Write

- CustomerRequired
- 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 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
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
- Database
- Data Source
- Page
Trigger
Instant
Try It
- Data SourceRequired
Trigger
Instant
Try It
- PageRequired
Trigger
Instant
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
- File Upload Note
- Data SourceRequired
- ItemRequired
- File PropertyRequired
- FileRequired
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
Action
Search
- Page IDRequired
Action
Search
- TitleRequired
- Exact MatchRequired
Action
Search
- Data Source
- Advanced Query (JSON)
Action
Search
- Data Source
- Template Mode
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 DateRequired
- Created DateRequired
- Vendor
- Transaction AmountRequired
- GL AccountRequired
- Total Transaction Amount
- Memo
- Location
- Department
Action
Write
- NameRequired
- 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
- 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
Action
Write
- 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
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
- Data SourceRequired
Trigger
Instant
Try It
- Data SourceRequired
Trigger
Instant
Try It
- Data Source
- PageRequired
- Properties to Watch
Trigger
Instant
Try It
- Data Source
- ItemRequired
Action
Write
- Data Source
- Template Mode
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
- File Upload Note
- Page (or Block) IDRequired
- FileRequired
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
- Block IDRequired
- Page Size
- Start Cursor
Action
Search
- Page or Database Item IDRequired
Action
Search
- PageRequired
- PropertyRequired
Action
Search
- UserRequired
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.

Learn more

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 pages in Notion for each new invoice from Sage Intacct

New Contact

New Invoice

New Sales Invoice

New Vendor

Create Contact

Create Invoice

Create Vendor Invoice

Update Customer

Update Vendor Invoice

Find Customer

Find Vendor

New Comment

Updated Content in Data Source Item

Updated Content in Page

Add Block to Page

Add Comment

Create Page

Restore Data Source Item

Update Data Source Item

Upload File to Data Source Item

API Request (Beta)

Retrieve a Page

Get Page Comments

Get Block

Get Page and Children

Find Page (By Title)

Query Data Source (Advanced)

Find or Create Database Item

New Customer

New Payment Received (Accounts Receivable)

New Vendor Invoice

Create Bill

Create Customer

Create or Update Project Resource

Update Bill

Update Invoice

Find Bill

Find Invoice

Find Invoices

New Data Source Item

Updated Properties in Data Source Item

Updated Properties on a Page

Archive Data Source Item

Create Data Source Item

Add Content to Page

Update Database

Update Data Source Schema

Upload File to Page or Block

Retrieve Database

Retrieve Block Children

Find Data Source Items

Get Block Children

Get Page or Data Source Item by ID

Get Page Property

Get User Details

About Notion

Related categories

About Sage Intacct

Related categories

Related Zap Templates

Related Zap Templates