Podia + Sage Intacct

Create new Sage Intacct contacts for each new Podia product sign up

Save time on data entry and accelerate your customer management process with this Podia-Sage Intacct workflow. Whenever a new product sign-up occurs within Podia, the system efficiently establishes a new contact in Sage Intacct. This helps in streamlining your contact management procedures, ensuring no new customer goes unnoticed, and focusing your efforts on growing your business. This workflow keeps the customer contact list updated without any manual intervention.

When this happens...
Product Signed Up For
Triggers when someone signs up for a free or paid product.
TriggerInstant
automatically do this!
Create Contact
Triggers when a new contact is created.
ActionWrite

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Supported triggers and actions

Someone Leaves Community
Triggers when a community member cancels their plan.
Trigger
Instant
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- Tag
Trigger
Instant
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Published Blog Post
Triggers when a blog post is published.
Trigger
Instant
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- EmailRequired
- Notify customerRequired
- Cancel subscription at the end of current periodRequired
Action
Write
- Tag
- EmailRequired
- First name
- Last name
- Full name
Action
Write

- WaitlistRequired
- EmailRequired
- First name
- Last name
- Full name
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

Someone Joins Community
Triggers when someone joins a free or paid community plan.
Trigger
Instant
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- Waitlist
Trigger
Instant
Try It
Product Signed Up For
Triggers when someone signs up for a free or paid product.
Trigger
Instant
Try It
- ProductRequired
- EmailRequired
- First Name
- Last Name
- Send Registration EmailRequired
Action
Write
- PlanRequired
- EmailRequired
- First Name
- Last Name
- Send Registration EmailRequired
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 Podia

Podia is a platform that lets anyone sell memberships, online courses and digital downloads online.

Learn more

Related categories

Online Courses

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 when new Podia products are signed up for

Create new Sage Intacct contacts when new products are signed up for in Podia

Podia + Sage Intacct

Create new Sage Intacct contacts for each new Podia product sign up

Supported triggers and actions

Someone Leaves Community

Someone Gets Tagged

Published Blog Post

Remove Someone From Your Community

Subscribe Someone

Waitlist Someone

New Invoice

New Vendor

Create Contact

Create Invoice

Find Customer

Find Vendor

Someone Joins Community

Someone Waitlists

Product Signed Up For

Sign Someone Up for a Product

Add Someone to Your Community

New Contact

New Payment Received (Accounts Receivable)

Create Bill

Create Customer

Find Bill

Find Invoice

About Podia

Related categories

About Sage Intacct

Related categories

Related Zap Templates

Related Zap Templates