Planning Pod + Sage Intacct

Create new Sage Intacct contacts from new Planning Pod contacts

Streamline your contact management process with this efficient workflow. When a new contact is added in Planning Pod, it seamlessly creates a corresponding contact in Sage Intacct. This saves time on manual data entry and ensures consistency across your platforms, allowing you to focus on building relationships with your contacts, rather than juggling information between systems.

When this happens...
TriggerPolling
automatically do this!
ActionWrite

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Supported triggers and actions

New Appointment
Triggers when a new appointment is created in the calendar.
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
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New Deposit
Triggers when a new deposit is created.
Trigger
Polling
Try It
New Invoice Payment
Triggers when a new payment is created for an invoice.
Trigger
Polling
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New Lead
Triggers when a new lead is created.
Trigger
Polling
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New Proposal
Triggers when a new proposal has been created.
Trigger
Polling
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New To-Do
Triggers when a new to-do is created in an event.
Trigger
Polling
Try It

- Event Name (Tentative)Required
- First NameRequired
- Last NameRequired
- EmailRequired
- Event Start Date (Tentative)Required
- Event End Date (Tentative)
- Event Budget (Tentative)
- Prefix
- Suffix
- Title
- Company
- Phone
- Street
- Apt/Suite
- City
- State
- Zipcode
- Country
Action
Write
- Status
Trigger
Polling
Try It
New Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Trigger
Polling
Try It
- Document type
- State
Trigger
Polling
Try It
- 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

New Attendee
Triggers when a new attendee is created in an event.
Trigger
Polling
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New Contract Signature
Triggers when a contract has been signed.
Trigger
Polling
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New Form Response
Triggers when a new form response is captured.
Trigger
Polling
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New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Ticket Payment
Triggers when a new ticket payment is created.
Trigger
Polling
Try It
New Proposal Signature
Triggers when a proposal has been signed.
Trigger
Polling
Try It
- First NameRequired
- Last NameRequired
- EmailRequired
- Prefix
- Suffix
- Title
- Company
- Phone
- Street
- Apt/Suite
- City
- State
- Zipcode
- Country
Action
Write
- Status
Trigger
Polling
Try It
- State
Trigger
Polling
Try It
- State
Trigger
Polling
Try It
- Status
Trigger
Polling
Try It
- 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 Planning Pod

Planning Pod is an event management platform designed for event venues and planning professionals to keep you and your team organized and to centralize your event details.

Related categories

Event Management

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 Planning Pod contacts

Planning Pod + Sage Intacct

Create new Sage Intacct contacts from new Planning Pod contacts

New Appointment

New Contact

New Deposit

New Invoice Payment

New Lead

New Proposal

New To-Do

Create Lead

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

New Attendee

New Contract Signature

New Form Response

New Invoice

New Ticket Payment

New Proposal Signature

Create Contact

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 Planning Pod

Related categories

About Sage Intacct

Related categories

Related Zap Templates

Related Zap Templates