Pixifi + Sage Intacct
Generate new Pixifi invoices from new Sage Intacct invoices
Here’s a streamlined way to manage your invoicing process. This workflow activates whenever there's a new invoice created in your Sage Intacct account, and moves the information directly to Pixifi to generate a corresponding invoice. Improve your invoicing efficiency and stay organized by consolidating all invoice information in one place. Perfect for businesses that require a smooth and efficient billing system.
Here’s a streamlined way to manage your invoicing process. This workflow activates whenever there's a new invoice created in your Sage Intacct account, and moves the information directly to Pixifi to generate a corresponding invoice. Improve your invoicing efficiency and stay organized by consolidating all invoice information in one place. Perfect for businesses that require a smooth and efficient billing system.
- When this happens...
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
ActionWriteCreate a new record or update an existing record in your app.
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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
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 Customer
Finds a customer based on search criteria.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Vendor
Finds a vendor based on a search criteria.
ActionThis is an event a Zap performs.SearchFind existing data in your app
Contract Signed and Accepted
Triggers when a Contract is signed and Accepted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Specific Custom TriggerRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Specific Custom TriggerRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Event Type
Event Status
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Expense Category
Brand
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Brand
Date Is Already Booked?
Another Lead Has Same Date
Event Type
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Category
Assigned To
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Type
Product Status
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Questionnaire Answered
Triggers when a Questionnaire is filled out completely and submitted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Category
Assigned To
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Event DateRequired
Event TypeRequired
Client's Name
Event Name
Event End Date
Event Start Time
Event End Time
Event Arrival Time
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Expense Date
Expense Amount
Expense Description
Expense Category
Expense Bank Account Name
Expense Receipt Image URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email Address
Phone Number
File Name
File Link/UrlRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Brand
Project Type
Project Name
Start Date
Primary Contact(s)
Full Name (First and Last)
First Name
Last Name
Email Address
Email Address Opt-In
Alternate Email Address
Alternate Email Address Opt-In
Phone
Mobile Phone
Mobile Phone Opt-In
Contact #2 Full Name (F & L)
Contact #2 First Name
Contact #2 Last Name
Contact #2 Email Address
Contact #2 Email Address Opt-In
Contact #2 Alternate Email
Contact #2 Alt Email Opt-In
Contact #2 Phone
Contact #2 Mobile Phone
Contact #2 Mobile Phone Opt-In
Primary Mailing Address
Primary Mailing Address 1
Primary Mailing City
Primary Mailing State/Province
Primary Mailing Zip Code/Postal
Primary Mailing Country
Referred By
Notes
Custom Fields (Advanced)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BrandRequired
Payment TypeRequired
Payment AmountRequired
Payment Received DateRequired
Transaction IDRequired
Due Date (optional)
Fee Amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task TitleRequired
Task Due DateRequired
Task Assigned To
Task Notes/Description
Task Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Email Address
ActionThis is an event a Zap performs.SearchFind existing data in your appFirst Name
Last Name
Email Address
ActionThis is an event a Zap performs.SearchFind existing data in your app
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 planDue 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 appFind Invoice
Finds a invoice based on a search criteria.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Invoices
Finds invoices within a date range.
ActionThis is an event a Zap performs.SearchFind existing data in your appSpecific Custom TriggerRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Specific Custom TriggerRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Time Before (Unit Type)Required
Event Type
Brand
Time BeforeRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planLead Status
Event Type
Brand
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project Type
Project Status
Brand
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Full Name (First and Last)
First Name
Last Name
Email Address
Alternate Email Address
Phone
Mobile Phone
#2 Full Name (First and Last)
#2 First Name
#2 Last Name
#2 Email Address
#2 Alternate Email Address
#2 Phone
#2 Mobile Phone
Primary Contact(s)
Primary Mailing Address
Primary Mailing Address 1
Primary Mailing City
Primary Mailing State/Province
Primary Mailing Zip Code/Postal
Primary Mailing Country
Notes
Company Name
Primary Birthday
Client Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.The Event IDRequired
Event Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice TypeRequired
Due DateRequired
Invoice Subject/TitleRequired
Issue Date (Created on Date)
Custom Invoice ID
PO Number (Purchase Order)
Tax Rate 1
Tax Profile (For Tax Rate 1)
Tax Rate 2
Tax Profile (For Tax Rate 2)
Tax Rate 3
Tax Profile (For Tax Rate 3)
Object Owner ID
Customer ID
Notes
Lineitem TypeRequired
Lineitem Price
Lineitem Is Taxable?
Lineitem QuantityRequired
Lineitem Description
Lineitem Longer Description
Lineitem Cost
LIneitem Image Thumbnail URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Brand
Event Name
Event Type
Event Date
Event Start Time
Event End Time
Event End Date
Primary Contact(s)
Full Name (First and Last)
First Name
Last Name
Email Address
Email Address Opt-In
Alternate Email Address
Alternate Email Address Opt-In
Phone
Mobile Phone
Mobile Phone Opt-In
Contact #2 Full Name (F & L)
Contact #2 First Name
Contact #2 Last Name
Contact #2 Email Address
Contact #2 Email Address Opt-In
Contact #2 Alternate Email
Contact #2 Alt Email Opt-In
Contact #2 Phone
Contact #2 Mobile Phone
Contact #2 Mobile Phone Opt-In
Primary Mailing Address
Primary Mailing Address 1
Primary Mailing City
Primary Mailing State/Province
Primary Mailing Zip Code/Postal
Primary Mailing Country
Referred By
Notes
Custom Fields (Advanced)
Google Click Identifier (gclid)
3rd Party Lead Form Submission Idempotency Key
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.The Lead IDRequired
Lead Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project NameRequired
Project Type
Project Start Date
Project Client
Project Status
Project Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client's IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appEvent Type NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFirst Name
Last Name
Email Address
Full Name (First and Last)
First Name
Last Name
Email Address
Alternate Email Address
Phone
Mobile Phone
#2 Full Name (First and Last)
#2 First Name
#2 Last Name
#2 Email Address
#2 Alternate Email Address
#2 Phone
#2 Mobile Phone
Primary Contact(s)
Primary Mailing Address
Primary Mailing Address 1
Primary Mailing City
Primary Mailing State/Province
Primary Mailing Zip Code/Postal
Primary Mailing Country
Notes
Company Name
Primary Birthday
Client Category
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
Related categories