Process Street + Sage Intacct

Create new Sage Intacct contacts for every checked task in Process Street

Streamline your operations by turning your completed tasks in Process Street into new contacts in Sage Intacct. This workflow allows you to efficiently create a contact in Sage Intacct every time a task is marked as completed in Process Street, resulting in simplified task management and smoother business processes. Enjoy seamless connectivity between the two platforms, and save time with less manual work.

When this happens...
New Task Checked
Triggers when a task is checked off in a workflow.
TriggerInstant
automatically do this!
Create Contact
Triggers when a new contact is created.
ActionWrite

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Supported triggers and actions

- Workflow
Trigger
Instant
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- Data SetRequired
Trigger
Instant
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- Workflow
- Author
Trigger
Instant
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- Workflow
- Author
Trigger
Instant
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- Workflow
- Task
Trigger
Instant
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- Data SetRequired
Action
Write
- WorkflowRequired
- Workflow Run IDRequired
- Workflow Run Name
- Workflow Run Status
- Assign to
- Due Date
- Shared
Action
Write

- WorkflowRequired
- Workflow RunRequired
- TaskRequired
- Task Status
- Due Date
Action
Write
- Help Copy
- Workflow Run ID
- Workflow
- Workflow run name
- Workflow run status
- Assigned to
- Due date
Action
Search
- Help Copy
- Workflow Run ID
- WorkflowRequired
- Workflow run name
- Workflow run status
- Assigned to
- Due date
Action
Search or write
- State
Trigger
Polling
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- Status
Trigger
Polling
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- 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

- Data SetRequired
Trigger
Instant
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- Data SetRequired
Trigger
Instant
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- Workflow
Trigger
Instant
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- Workflow
- Task
Trigger
Instant
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- WorkflowRequired
Action
Write
- Data SetRequired
- Data Set RecordRequired
Action
Write
- Data SetRequired
- Data Set RecordRequired
Action
Write
- Data SetRequired
Action
Search
- Data SetRequired
Action
Search or write
- Status
Trigger
Polling
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New Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Trigger
Polling
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- 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 Process Street

Process Street is a Compliance Operations platform that lets non-technical teams create powerful, API-driven workflows with built-in enforcement and proof.

Learn more

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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

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Process Street + Sage Intacct

Create new Sage Intacct contacts for every checked task in Process Street

Workflow Run Completed

Data Set Record Deleted

New Comment Attachment

New Comment

Task Ready

Create Data Set Record

Update Workflow Run

Update Task

Find Workflow Run

Run Workflow if it doesn't exist yet

New Invoice

New Vendor

Create Contact

Create Invoice

Find Customer

Find Vendor

Data Set Record Created

Data Set Record Updated

New Workflow Run

New Task Checked

Run Workflow

Delete Data Set Record

Update Data Set Record

Find Data Set Records

Create Data Set Record if it doesn't exist yet

New Contact

New Payment Received (Accounts Receivable)

Create Bill

Create Customer

Find Bill

Find Invoice

About Process Street

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About Sage Intacct

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