Podio + Sage Intacct
Find customers in Sage Intacct for new actions in Podio
Boost your efficiency with this workflow that activates as soon as a new action arises in Podio. It seamlessly searches for the corresponding customer in Sage Intacct, eliminating manual searches and data entry. Enjoy enhanced productivity and accuracy using this streamlined automation process.
Boost your efficiency with this workflow that activates as soon as a new action arises in Podio. It seamlessly searches for the corresponding customer in Sage Intacct, eliminating manual searches and data entry. Enjoy enhanced productivity and accuracy using this streamlined automation process.
- When this happens!
New ActionTriggers when an action happens inside an app which you choose.
TriggerInstantThis event starts a Zap instantly.
- Free forever for core features
- 14 day trial for premium features & apps
OrganizationRequired
WorkspaceRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganizationRequired
WorkspaceRequired
ApplicationRequired
View
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Organization
Triggers when you add a new organization.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganization
Workspace
Application
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganizationRequired
WorkspaceRequired
ApplicationRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganizationRequired
WorkspaceRequired
ApplicationRequired
File Attachment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TextRequired
Description
Due On
Labels
Responsible User
Reminder
Organization
Workspace
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
WorkspaceRequired
ApplicationRequired
Search FieldRequired
Search Field ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
OrganizationRequired
WorkspaceRequired
ApplicationRequired
Field
Action TypeRequired
Include Image Attachments
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrganizationRequired
WorkspaceRequired
ApplicationRequired
View
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganization
Workspace
Application
Label
Responsible User
Status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planAttach ToRequired
FileRequired
Silent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
WorkspaceRequired
TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
WorkspaceRequired
ApplicationRequired
Item to be updatedRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
About Podio
Podio is a collaborative work platform that's perfect for managing projects, teams, and anything else in your business that needs flexible apps that work the way you do.
Related categories
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
Related Zap Templates
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- Save new Podio items as Google Sheets rows
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- Create Podio items for new SmarterContact contacts.
- Save new Gravity Forms submissions as Podio items
- Get Slack notifications for new Podio items
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- Parse Emails into Podio
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- Turn Google Sheets rows into Podio items
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- Create new Podio items via Webhooks
- Add new leads in Google Ads as items in Podio
- Create projects in Harvest from new Podio items
- Create detailed events in Google Calendar from new Podio items
- Share new Podio items via Gmail emails
- Update Mailchimp subscribers when new Podio items are updated
- Add new Podio tasks to Todoist as tasks
- Send SMS messages for new Podio items
- Send an Email From Gmail to Contacts Who Fill Out Your Podio Form
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- Save Typeform entires as Podio items
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- Add new Podio items to Excel spreadsheet rows
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- Create Xero invoices from new items in Podio
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- Create DocuSign signature requests for new Podio actions
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- Copy items from one Podio application to another
- Create Podio items from new files added to a Google Drive folder
- Create Item in Podio for new lead form entries in Google Ads
- Add items to Podio for new emails on Gmail [Business Gmail Accounts Only]
- Send new Podio tasks to Trello as new cards
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- Create document merges in Formstack Documents from new Podio items
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- Send new Podio activities via SMS with Twilio
- Send new articles in a Feedly category to Podio
- Save Feedly tagged articles into Podio
- Create Podio items for new Freshdesk tickets
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- Send Office 365 emails from new Podio items
- Create Podio items for new 123FormBuilder submissions
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- Create Podio items from new entries on Formidable
- Create WHMCS tickets for new Podio items
- Send Mailgun email for new Podio actions
- Create Podio items when new Mailgun email is opened
- Add new Podio items for new responses on SurveyGizmo
- Add new Disqus comments as Podio tasks
- Create Podio items for new Pingdom alerts
- Post Podio status updates for new deployments on Azure App Service
- Send Dropbox Sign signature requests from Podio actions
- Send Dropbox Sign signature request for new Podio items
Related Zap Templates
- Create Mailchimp Subscribers via Podio
- Save new Podio items as Google Sheets rows
- Save new Gravity Forms submissions as Podio items
- Add customers to QuickBooks Online for new Podio items
- Add new items to Podio apps from Unbounce form submissions
- Create new Podio items via Webhooks
- Create detailed events in Google Calendar from new Podio items
- Add new Podio tasks to Todoist as tasks
- Update Podio items with new Jotform submissions
- Add new Realeflow contacts to Podio
- Add Podio entries for new WooCommerce orders
- Update Google Sheets rows when items are updated in Podio
- Send messages via Mobile Text Alerts when new items are added in Podio
- Create Podio items for new Quo messages received
- Create Podio items for new Acuity Scheduling appointments
- Create SendPulse subscribers via Podio
- Create new Podio items from new Wix forms effortlessly
- Send Slack channel messages for new Podio actions
- Create Item in Podio for new lead form entries in Google Ads
- Add new Podio tasks as ClickUp tasks
- Create new Podio item from Wufoo entry
- Send a SMS notification via FireText for new Podio tasks
- Copy new Podio actions as Podio items
- Add new Podio items to FreshBooks as new projects
- Add new Google Contacts to Podio as new items
- Send new articles in a Feedly category to Podio
- Add contacts to Constant Contact from Podio
- Send new Podio tasks to Google Tasks
- Send SMTP emails for new Podio actions
- Send Podio contacts HTML emails from Mailjet
- Create Podio items from new entries on Formidable
- Create Podio items when new Mailgun email is opened
- Create Podio items for new Pingdom alerts
- Send Dropbox Sign signature request for new Podio items
- Save JotForm submissions as Podio items
- Create Podio items for new Facebook Lead Ads leads
- Get Slack notifications for new Podio items
- Parse Emails into Podio
- Turn Google Sheets rows into Podio items
- Add new leads in Google Ads as items in Podio
- Share new Podio items via Gmail emails
- Send SMS messages for new Podio items
- Save Typeform entires as Podio items
- Send new items on Podio to Google Ads as offline conversions
- Save new Podio actions to Google Sheets as new rows
- Create Xero invoices from new items in Podio
- Update conversions in Google Ads when items are updated in Podio
- Add new Podio items to Google Ads as contacts on your customer list with email
- Create Podio items from new iSpeedToLead lead purchases
- Add new BatchLeads properties to Podio as items for seamless management
- Add new items to Podio for new submissions on Ninja Forms
- Copy items from one Podio application to another
- Add items to Podio for new emails on Gmail [Business Gmail Accounts Only]
- Create document merges in Formstack Documents from new Podio items
- Log every Phaxio fax you send in Podio
- Add Podio leads to ActiveCampaign as subscribers
- Copy new Podio items as Podio tasks
- Add new Podio items to FreshBooks as new clients
- Send template Mailchimp Transactional emails when new Podio actions occur
- Save Feedly tagged articles into Podio
- Create new ProjectManager projects from Podio workspaces
- Send emails through SMTP for new Podio items
- Send Office 365 emails from new Podio items
- Add Pinterest board pins to Podio
- Create WHMCS tickets for new Podio items
- Add new Podio items for new responses on SurveyGizmo
- Post Podio status updates for new deployments on Azure App Service
- Create Podio items from new Mojo contacts
- Create Podio items for new SmarterContact contacts.
- Save new Google Calendar events as Podio items
- Add Contact to Customer List With Email in Google Ads for New Item in Podio
- Save new Podio items as Google Contacts contacts
- Create projects in Harvest from new Podio items
- Update Mailchimp subscribers when new Podio items are updated
- Send an Email From Gmail to Contacts Who Fill Out Your Podio Form
- Save Mailchimp subscribers as Podio items
- Add new Podio items to Excel spreadsheet rows
- Add contacts to a Google Ads customer list for new items updated on Podio
- Create DocuSign signature requests when Podio items are updated
- Send outbound Email alerts for new Podio items
- Request signatures in SignNow from new Podio activities
- Add new Podio items to a MailerLite group as subscribers
- Create DocuSign signature requests for new Podio actions
- Create Podio items from new AWeber subscribers
- Create Podio items from new files added to a Google Drive folder
- Send new Podio tasks to Trello as new cards
- Create Podio Items from New CallTrackingMetrics Calls
- Add new Podio actions to a Mailchimp list
- Create Podio items from new or moved Trello cards
- Create WebMerge document merges from new Podio actions
- Add a new Podio item from SurveyMonkey responses
- Send new Podio activities via SMS with Twilio
- Create Podio items for new Freshdesk tickets
- Add a new Repsly form entry to Podio
- Send new emails from SendGrid for new Podio activities
- Create Podio items for new 123FormBuilder submissions
- Create new FreeAgent contacts for new Podio items
- Send Mailgun email for new Podio actions
- Add new Disqus comments as Podio tasks
- Send Dropbox Sign signature requests from Podio actions