RepairShopr + Sage Intacct

RepairShopr + Sage Intacct integrations

Create new Sage Intacct contacts from new customers in RepairShopr

Build stronger client relationships while streamlining your billing process with this automated workflow. When you gain a new customer in RepairShopr, this automation immediately creates a contact in your Sage Intacct. This way, you can efficiently manage your client data without the need to manually transfer information between apps, saving you valuable time and ensuring consistent communication.

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ActionWrite

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More things you can do with RepairShopr and Sage Intacct

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

New Customer
Triggers when you create a customer.
Trigger
Instant
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New Payment
Triggers when a payment is made.
Trigger
Instant
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Ticket Resolved
Triggers when a Ticket is marked "Resolved".
Trigger
Instant
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- First Name
- Last Name
- Business Name
- Email Address
- Phone Number
- Mobile Phone
- Street Address (Line 1)
- Address Line 2
- City
- State/County
- Zip/Postal Code
- Custom Fields
Action
Write
- Customer Phone or Email
  Required
- Ticket Subject
  Required
- Issue Type
  Required
- Ticket Status
- Ticket Initial Issue
- Ticket Initial Issue Subject
- Location ID
Action
Write

- Ticket Number
  Required
- Ticket Status
- Ticket Subject
- Issue Type
- Location ID
- Custom Fields
Action
Write
- Query
Action
Search

- Status
Trigger
Polling
Try It
New Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Trigger
Polling
Try It
- Document type
- State
Trigger
Polling
Try It
- 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

New Invoice
Triggers when a new invoice is created.
Trigger
Instant
Try It
New Ticket
Triggers when a Ticket is created.
Trigger
Instant
Try It
Ticket Status Changed
Triggers when a Ticket status is changed.
Trigger
Instant
Try It
- First Name
- Last Name
- Business Name
- Email Address
- Phone Number
- Mobile Phone
- Street Address (Line 1)
- City
- State/County
- Zip/Postal Code
- Ticket Subject
- Ticket Description
- Ticket Issue Type
- Location ID
- Custom Fields
Action
Write
- Phone Number
  Required
Action
Write
- Query
Action
Search
- Status
Trigger
Polling
Try It
- State
Trigger
Polling
Try It
- State
Trigger
Polling
Try It
- Status
Trigger
Polling
Try It
- 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 RepairShopr

RepairShopr is a platform to manage a service or repair business with job tracking (ticketing) and an emphasis on great communication.

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Related categories

CRM (Customer Relationship Management)

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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.

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Related categories

Accounting

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RepairShopr + Sage Intacct

RepairShopr + Sage Intacct

Create new Sage Intacct contacts from new customers in RepairShopr

More things you can do with RepairShopr and Sage Intacct

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