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Choose a Trigger

Choose an Action

Launch your first automated workflow

Start with a template that brings OneNote and Sage Intacct together. Build enterprise-grade automation in minutes.

Our most popular template

Create notes in OneNote sections for every new invoice in Sage Intacct
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Sage Intacct + OneNote

Create notes in OneNote sections for every new invoice in Sage Intacct

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Sage Intacct + OneNote

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Note in Section" from OneNote.

Add your action

An action happens after the trigger—such as "Create Bill" in Sage Intacct.

You’re connected!

Zapier seamlessly connects OneNote and Sage Intacct, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Notebook
  Required
- Section
  Required
Trigger
Polling
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- Title
  Required
- Image URL
  Required
Action
Write
- Notebook
  Required
- Section
  Required
- Title
  Required
- Content Type
- Content
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- State
Trigger
Polling
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- Status
Trigger
Polling
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- Contact Name
  Required
- Print As
  Required
- 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 ID
  Required
- Due Date
- Payment Term
- Create Draft
- GL Account Number
- AR Account Label
- Offset GL Account Number
- Transaction Amount
  Required
- 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
- SummaryRecordNo
- 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

- Notebook
  Required
- Section
  Required
- Page/Note
  Required
- Content Type
- Content
  Required
Action
Write
- Title
  Required
- Content Type
- Content
  Required
Action
Write
- URL Link
  Required
Action
Write
- Status
Trigger
Polling
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New Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Trigger
Polling
Try It
- Vendor ID
  Required
- Bill Number
- Transaction Date
  Required
- Due Date
  Required
- Payment Term
- Reference Number
- GL Posting Date
- Transaction Currency
- Base Currency
- Exchange Rate Type
- Exchange Rate Date
- Exchange Rate Value
- Attachments ID
- GL Account Number
  Required
- Transaction Amount
  Required
- Description
- Department ID
- Location ID
- Project ID
- Customer ID
- Item ID
- Contract ID
Action
Write
- Customer Name
  Required
- 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

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect OneNote and Sage Intacct to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate OneNote on the Zapier blog

Make work flow with AI

Level up your OneNote to Sage Intacct integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About OneNote

Microsoft OneNote is a note-taking app that makes it easy to capture and save ideas, images, audio recordings, and anything else you need to remember.

Learn moreLearn moreHelpHelp

Related categories

Microsoft Notes

Similar apps

Google Docs

Documents, Google

Dropbox

File Management & Storage

Evernote

Notes

About Sage Intacct

Sage Intacct is a cloud-based financial management software that streamlines & automates accounting business processes, providing real-time financial insights.

HelpHelp

Related categories

Accounting

Connect OneNote and Sage Intacct to power AI-driven automation

Launch your first automated workflow

Create notes in OneNote sections for every new invoice in Sage Intacct

Create notes in OneNote sections for every new invoice in Sage Intacct

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect OneNote and Sage Intacct to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate OneNote on the Zapier blog

How to create a new note in OneNote from a Notion database

7 ways to automate OneNote with Zapier

Make work flow with AI

Connect OneNote to Sage Intacct on the world's largest no-code automation platform