OrbisX + Sage Intacct
OrbisX + Sage Intacct
Generate new Sage Intacct contacts from new OrbisX payments
Manage your financial contacts effortlessly with this efficient workflow. When a new payment comes in through OrbisX, it will promptly create a new contact within your Sage Intacct system. This means you can keep your financial contacts list up-to-date without needing to manually transfer information, saving you time and reducing data entry errors. Never miss out on crucial payment contacts with this seamless integration.
- When this happens...
New PaymentTriggers when a new payment is created.TriggerPolling - automatically do this!
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More things you can do with OrbisX and Sage Intacct
Discover other triggers and actions you can use with OrbisX and Sage Intacct
Completed Event HookTriggers when an event is completed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Get POS Items
Triggers when a list of available POS items is required.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Clients
Triggers when a new clients are created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Estimate Hook
Triggers when a new estimate is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Events Hook
Triggers when a new event is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Expense Hook
Triggers when a new expense is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Invoice Hook
Triggers when a new invoice is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Leads
Triggers when a new leads are created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Payment
Triggers when a new payment is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Tag Added to Client
Triggers when a tag or label is added to a client
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Tag Added to Lead
Triggers when a tag or label is added to a lead
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Tag Removed From Event
Triggers when a tag or label is removed from an event
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Invoice Hook
Triggers when an invoice is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Contact / Full NameRequired
- Initial Interest
- Company
- Phone
- Email
- Website
- Address
- City
- State/Province
- Zip/Postal Code
- Country
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Notes
- Tag
- Source
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AmountRequired
- CategoryRequired
- Vendor/SupplierRequired
- New Customer Name
- Existing Client
- Reference Number
- Expense Date
- Notes
- Tax Label
- Currency Code
- Expense Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact / Full NameRequired
- Initial Interest
- Company
- Phone
- Email
- Website
- Address
- City
- State/Province
- Zip/Postal Code
- Country
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Lead Value ($)
- Notes
- Source
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead ID
- Email
- Phone
- Notes
- Primary User ID
- Tags
- Lead Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client ID
- Phone Number
- Email
- Start Date
- End Date
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contact / Full NameRequired
- Phone
- Email
- Initial Interest
- Company
- Website
- Address
- City
- State/Province
- Zip/Postal Code
- Country
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Notes
- Tag
- Source
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- 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 CustomerFinds a customer based on search criteria.
ActionThis is an event a Zap performs.SearchFind existing data in your app- Find Vendor
Finds a vendor based on a search criteria.
ActionThis is an event a Zap performs.SearchFind existing data in your app
- Deleted Event Hook
Triggers when an event is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Lead Converted to Client
Triggers when a lead is converted to a client
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Booking Request Received
Triggers when a new booking request is received
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Clients Hook
Triggers when a new client is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Estimate
Triggers when a new estimate is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Events
Triggers when a new events are created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Expense
Triggers when a new expense is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Invoice Hook Event Completed
Triggers when an event is completed and sends each of the invoices attached to an event.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Leads Hook
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Payment Hook
Triggers when a new payment is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Tag Added to Event
Triggers when a tag or label is added to an event
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Tag Removed From Client
Triggers when a tag or label is removed from a client
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Tag Removed From Lead
Triggers when a tag or label is removed from a lead
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Events Hook
Triggers when an event is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Assigned Staff MemberRequired
- Event DateRequired
- Event TimeRequired
- TitleRequired
- Details
- Price
- Duration (minutes)
- Service ID
- Service Name
- Existing Lead
- Existing Client
- New Lead Name
- New Client Name
- New Lead/Client Email
- New Lead/Client Phone
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Event Address
- Event Notifications
- Event Tags/Labels
- Created By User ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Journal EntryRequired
- Journal TargetRequired
- Target ID (lead or client ID)Required
- Staff/User ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Message TypeRequired
- Message ContentRequired
- Client's Phone or EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Full Name
- Phone
- Email
ActionThis is an event a Zap performs.SearchFind existing data in your app- Full Name
- Phone
- Email
- Tag
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Interest
- Source
- Lead ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contact / Full NameRequired
- Phone
- Email
- Tags
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Initial Interest
- Source
- Lead ID
- Company
- Website
- Address
- City
- State/Province
- Zip/Postal Code
- Country
- Lead Value ($)
- Notes
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- 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 plan - Due 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 app - Find Invoice
Finds a invoice based on a search criteria.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Invoices
Finds invoices within a date range.
ActionThis is an event a Zap performs.SearchFind existing data in your app
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