Payfunnels + Sage Intacct

Create contacts in Sage Intacct for every successful payment in Payfunnels

Effortlessly manage your finances every time a payment is successful in Payfunnels. Using this workflow, the information of each successfully paid client is recorded as a new contact in Sage Intacct, keeping your accounting data up to date. Easy, efficient, and no double entries.

When this happens...
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ActionWrite

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Supported triggers and actions

First Recurring Payment
Triggers when the First payment of recurring subscription is successfully paid.
Trigger
Instant
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Invoice Deleted
Triggers when invoice deleted.
Trigger
Instant
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New Customer
Triggers when a new customer is created.
Trigger
Instant
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Payment Successful
Triggers when a payment succeeded.
Trigger
Instant
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One Time Setup Fees Deleted
Triggers when one time setup fees is deleted.
Trigger
Instant
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- IdRequired
- Cancellation OptionRequired
- Cancel Date
Action
Write
- Page
- Limit
Action
Search

- Page
- Limit
- Email
Action
Search
- Status
Trigger
Polling
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New Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Trigger
Polling
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- Document type
- State
Trigger
Polling
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- 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

Invoice Created
Triggers when invoice Created.
Trigger
Instant
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Invoice Updated
Triggers when a invoice is updated.
Trigger
Instant
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Payment Failed
Triggers when payment failed.
Trigger
Instant
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One Time Setup Fees Created
Triggers when a new one time setup fees is created.
Trigger
Instant
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One Time Setup Fees Updated
Triggers when a one time setup fees is updated.
Trigger
Instant
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- IdRequired
- AmountRequired
- ReasonRequired
Action
Write
- Page
- Limit
- Email
Action
Search
- Status
Trigger
Polling
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- State
Trigger
Polling
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- State
Trigger
Polling
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- Status
Trigger
Polling
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- 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

About Payfunnels

Payfunnels is a payment processing platform accepting recurring and one-time online payments, and even setting up payment plans to expire after a certain number of payments.

Learn more

Related categories

Payment Processing

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

Payfunnels + Sage Intacct

Create contacts in Sage Intacct for every successful payment in Payfunnels

First Recurring Payment

Invoice Deleted

New Customer

Payment Successful

One Time Setup Fees Deleted

Cancel a Subscription

List One Time Setup Fees

List Subscriptions

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

Invoice Created

Invoice Updated

Payment Failed

One Time Setup Fees Created

One Time Setup Fees Updated

Refund a Payment

List Payments

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

About Payfunnels

Related categories

About Sage Intacct

Related categories