PostgreSQL + Sage Intacct

Create new Sage Intacct contacts from newly added PostgreSQL rows

Boost efficiency in your customer data management process with this handy workflow. When a new row appears in your PostgreSQL database, this automation will create a new contact within the Sage Intacct app. This seamless data transfer eliminates the need for manual data entry, allowing you to focus more on building relationships with your contacts.

When this happens...
New Row
Triggers when you add a new row.
TriggerPolling
automatically do this!
Create Contact
Triggers when a new contact is created.
ActionWrite

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Supported triggers and actions

- Table/ViewRequired
Trigger
Polling
Try It
- QueryRequired
Trigger
Polling
Try It
- Table/ViewRequired
- Primary KeyRequired
- Order ByRequired
- Trigger Column
Trigger
Polling
Try It
- TableRequired
- ID ColumnRequired
Action
Write
- QueryRequired
Action
Search

- 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

- Table/ViewRequired
- Order By
- Dedupe Key
Trigger
Polling
Try It
New Table
Triggers when you add a new table.
Trigger
Polling
Try It
- TableRequired
Action
Write
- TableRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search
- QueryRequired
Action
Search
- 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

About PostgreSQL

PostgreSQL is a powerful, open-source database engine with a uniquely advanced query optimizer and dozens of built in features, making it an easy choice for production databases.

Learn more

Related categories

Databases

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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 PostgreSQL rows

Create contacts in Sage Intacct from new rows in PostgreSQL

PostgreSQL + Sage Intacct

Create new Sage Intacct contacts from newly added PostgreSQL rows

Supported triggers and actions

New Column

New Row (Custom Query)

New or Updated Row

Update Row

Find Rows via Custom Query

New Contact

New Payment Received (Accounts Receivable)

Create Bill

Create Customer

Find Bill

Find Invoice

New Row

New Table

New Row

Find Row

Find Row via Custom Query

New Invoice

New Vendor

Create Contact

Create Invoice

Find Customer

Find Vendor

About PostgreSQL

Related categories

Similar apps

MySQL

SQL Server

Amazon Relational Database Services (RDS)

About Sage Intacct

Related categories

Related Zap Templates

Related Zap Templates