RallyUp + Sage Intacct

RallyUp + Sage Intacct integrations

Create new Sage Intacct contacts from newly purchased RallyUp sale items

When a sale item is purchased in RallyUp, swiftly add a new contact in Sage Intacct. This workflow helps to streamline your sales and bookkeeping processes, ensuring every customer from RallyUp gets added into your Sage Intacct system instantly for accurate record keeping and future communications. Perfect for businesses seeking to save time and increase efficiency in managing their customer details.

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TriggerPolling
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ActionWrite

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More things you can do with RallyUp and Sage Intacct

Discover other triggers and actions you can use with RallyUp and Sage Intacct

Activity Results Added
Triggers when Activity Results are added to any of an Organization’s campaigns.
Trigger
Polling
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Auction Bid Submitted
Triggers when a transaction is made containing auction bids.
Trigger
Polling
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Campaign Ends
Triggers when a campaign’s status changes to Ended, Completed, or Processing.
Trigger
Polling
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Event Ticket Purchased
Triggers when a transaction is made that includes Event tickets.
Trigger
Polling
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Live Stream Started
Triggers when a live stream is started on any of an organization’s campaigns.
Trigger
Instant
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Participant Added to Campaign
Triggers when Participants (Team Members) are added to any of an Organization’s campaigns.
Trigger
Polling
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Raffle Entry Purchased
Triggers when a Transaction is made that contains Raffle Tickets.
Trigger
Polling
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Recurring Donation Made
Triggers when a recurring payment is made on a Campaign, which includes the first recurrence as well as any subsequent recurrences.
Trigger
Polling
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Sweepstakes Entry Purchased
Triggers when a Transaction is made that contains Sweepstakes Entries.
Trigger
Polling
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Team Added to a Campaign
Triggers when Teams are added to any of an Organization’s Campaigns.
Trigger
Polling
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Update Posted on Campaign
Triggers when an update is posted on one of the Organization’s Campaigns.
Trigger
Polling
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- 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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- Document type
- State
Trigger
Polling
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- Due Date
  Required
- Created Date
  Required
- Vendor
- Transaction Amount
  Required
- GL Account
  Required
- Total Transaction Amount
- Memo
- Location
- Department
Action
Write
- Name
  Required
- 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
- Bill
  Required
- 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
- Invoice
  Required
- 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

A-Thon Pledge Submitted
Triggers when a Transaction is made that contains A-Thon Pledges (per-unit or flat donation).
Trigger
Polling
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Auction Winners Determined
Triggers when the winner’s list is completely populated on any auction in the organization’s account. In other words, when the auction is finished processing and the winner’s list is totally populated.
Trigger
Polling
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Crowdfunding Perk Purchased
Triggers when a transaction is made that contains Crowdfunding Perks.
Trigger
Polling
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Live Stream Ended
Triggers when a live stream is ended on any of an organization’s campaigns.
Trigger
Instant
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Donor Question Submitted via Contact Organizer
Triggers when Someone submits a question via the “Contact Organizer” function on the Campaign Page.
Trigger
Polling
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Pre-Registration Submitted
Triggers when a Pre-registration submitted
Trigger
Polling
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Raffle Winners Determined
Triggers when the winner drawing process is completed on any raffle under this organization’s account.
Trigger
Polling
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Sale Item Purchased
Triggers when a transaction is made that contains sale items.
Trigger
Polling
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Sweepstakes Winners Determined
Triggers when the winner drawing process is completed on any sweepstakes under this organization’s account.
Trigger
Polling
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Transaction Made
Triggers when a new transaction is submitted on your Campaign, whether through Checkout or through Campaign Management.
Trigger
Polling
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- Status
Trigger
Polling
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- State
Trigger
Polling
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- State
Trigger
Polling
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- Status
Trigger
Polling
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- Suggested Contact Name
  Required
- Print As
  Required
- 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 Date
  Required
- Due Date
  Required
- 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
  Required
- Customer - Delivery Options
- Payment Term
- Tax Solution Key
- Invoice Summary
- Transaction Amount
  Required
- GL Account
  Required
- 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
- Vendor
  Required
- Transaction date
  Required
- 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
  Required
- Unit
  Required
- Quantity
  Required
- Unit price
  Required
- Line description
- Line memo
- Location
- Warehouse
- Department
- Project
- Task
- Class
- Customer
- Employee
- Subtotals
- History records
Action
Write
- Customer
  Required
- 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 invoice
  Required
- 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 RallyUp

RallyUp.com provides nonprofit organizations with their own branded platform for launching amazing virtual fundraising experiences.

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Related categories

Fundraising

About Sage Intacct

Sage Intacct is a cloud-based financial management software that streamlines & automates accounting business processes, providing real-time financial insights.

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Related categories

Accounting

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Related Zap Templates

Create new Sage Intacct contacts when sale items are purchased in RallyUp

Related Zap Templates

Create new Sage Intacct contacts when sale items are purchased in RallyUp