Picky Assist 3.0 + Sage Intacct

Create new Sage Intacct contacts from new messages in Picky Assist 3.0

Streamline your customer database management by directly adding new contacts from Picky Assist 3.0 messages into your Sage Intacct. With this workflow, each time you receive a new message in Picky Assist 3.0, a contact is created in Sage Intacct, ensuring you never miss out on entering important details. This automation process saves time on manual entries and lets you manage your customer interactions more efficiently.

When this happens...
New Message
Triggers when there's a new WhatsApp/ SMS.
TriggerInstant
automatically do this!
Create Contact
Triggers when a new contact is created.
ActionWrite

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Supported triggers and actions

- Zap NameRequired
Trigger
Instant
Try It
- PickyAssist Connector URLRequired
- json
- data_1
- data_2
- text
Action
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

- ApplicationRequired
- Mobile NumberRequired
- Message Body
Action
Write
- 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

About Picky Assist 3.0

Picky Assist 3.0 is a service that lets you connect WhatsApp with other apps. Send Incoming messages to other platforms, or Trigger WhatsApp from other apps.

Related categories

Phone & SMS

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

Related Zap Templates

Create new Sage Intacct contacts from new Picky Assist 3.0 messages

Related Zap Templates

Create new Sage Intacct contacts from new Picky Assist 3.0 messages

Picky Assist 3.0 + Sage Intacct

Create new Sage Intacct contacts from new messages in Picky Assist 3.0

Supported triggers and actions

New Message

Send Data to Connector

New Invoice

New Vendor

Create Contact

Create Invoice

Find Customer

Find Vendor

Send Message

New Contact

New Payment Received (Accounts Receivable)

Create Bill

Create Customer

Find Bill

Find Invoice

About Picky Assist 3.0

Related categories

About Sage Intacct

Related categories

Related Zap Templates

Related Zap Templates