Sage Intacct Integrations

Name: Zapier
Availability: InStock

Premium

Accounting

Put Sage Intacct to work with AI and enterprise-grade automation

Automate smarter with Sage Intacct and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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Or pick an app to pair with

Google Sheets

Google, Spreadsheets

Stripe

Payment Processing

HubSpot

Marketing Automation

Airtable

Databases

Wix

Website Builders

Pipedrive

CRM (Customer Relationship Management)

Shopify

eCommerce

ActiveCampaign

Marketing Automation

Google Forms

Forms & Surveys, Google

Google Sheets

Google, Spreadsheets

Stripe

Payment Processing

HubSpot

Marketing Automation

Airtable

Databases

Wix

Website Builders

Pipedrive

CRM (Customer Relationship Management)

Google Sheets

Google, Spreadsheets

Stripe

Payment Processing

HubSpot

Marketing Automation

Airtable

Databases

Wix

Website Builders

Pipedrive

CRM (Customer Relationship Management)

Shopify

eCommerce

ActiveCampaign

Marketing Automation

Google Forms

Forms & Surveys, Google

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create Mailchimp Subscribers for new Vendors
Premium
Details
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Sage Intacct + Mailchimp
Create Tasks in Asana for new Contacts in Sage Intacct
Premium
Details
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Sage Intacct + Asana
Create New Contacts in Sage Intacct for new Customers in Stripe
Premium
Details
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Stripe + Sage Intacct
Record Payment in Stripe when new AR Payment in Sage Intacct is added
Premium
Details
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Sage Intacct + Stripe
Add customer details to private comment to ticket in Zendesk for Sage Intacct customers
Premium
Details
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Zendesk + Sage Intacct
Find/Create Company and Deal in HubSpot for new invoices in Sage Intacct
Premium
Details
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Sage Intacct + HubSpot

Create Mailchimp Subscribers for new Vendors

Details

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Sage Intacct + Mailchimp

Create Tasks in Asana for new Contacts in Sage Intacct

Details

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Sage Intacct + Asana

Create New Contacts in Sage Intacct for new Customers in Stripe

Details

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Stripe + Sage Intacct

Record Payment in Stripe when new AR Payment in Sage Intacct is added

Details

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Sage Intacct + Stripe

Add customer details to private comment to ticket in Zendesk for Sage Intacct customers

Details

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Zendesk + Sage Intacct

Find/Create Company and Deal in HubSpot for new invoices in Sage Intacct

Details

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Sage Intacct + HubSpot

Create new Shippo orders from new Sage Intacct invoices

Details

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Sage Intacct + Shippo

Subscribe persons in Action Network when new invoices are tracked in Sage Intacct

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Sage Intacct + Action Network

Create new Sage Intacct contacts from new Eventbrite events

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Eventbrite + Sage Intacct

Create records in Zapier Tables for new invoices in Sage Intacct

Details

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Sage Intacct + Zapier Tables

Create or update LeadConnector opportunities from new Sage Intacct invoices

Details

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Sage Intacct + LeadConnector

Create or update HubSpot contacts for new Sage Intacct invoices

Details

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Sage Intacct + HubSpot

Create new Shippo orders from new Sage Intacct invoices
Premium
Details
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Sage Intacct + Shippo
Subscribe persons in Action Network when new invoices are tracked in Sage Intacct
Premium
Details
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Sage Intacct + Action Network
Create new Sage Intacct contacts from new Eventbrite events
Premium
Details
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Eventbrite + Sage Intacct
Create records in Zapier Tables for new invoices in Sage Intacct
Premium
Details
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Sage Intacct + Zapier Tables
Create or update LeadConnector opportunities from new Sage Intacct invoices
Premium
Details
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Sage Intacct + LeadConnector
Create or update HubSpot contacts for new Sage Intacct invoices
Premium
Details
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Sage Intacct + HubSpot

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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

- 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
Find Customer
Finds a customer based on search criteria.
Action
Search

Find Vendor
Finds a vendor based on a search criteria.
Action
Search

- State
Trigger
Polling
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- 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
- Subtotal
- History record
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

Sage Intacct Help & Support

Common issues

How to get started with Sage Intacct on Zapier

About Sage Intacct

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

HelpHelp

Related categories

Accounting

Sage Intacct Integrations

Put Sage Intacct to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create Mailchimp Subscribers for new Vendors

Create Tasks in Asana for new Contacts in Sage Intacct

Create New Contacts in Sage Intacct for new Customers in Stripe

Record Payment in Stripe when new AR Payment in Sage Intacct is added

Add customer details to private comment to ticket in Zendesk for Sage Intacct customers

Find/Create Company and Deal in HubSpot for new invoices in Sage Intacct

Create Mailchimp Subscribers for new Vendors

Create Tasks in Asana for new Contacts in Sage Intacct

Create New Contacts in Sage Intacct for new Customers in Stripe

Record Payment in Stripe when new AR Payment in Sage Intacct is added

Add customer details to private comment to ticket in Zendesk for Sage Intacct customers

Find/Create Company and Deal in HubSpot for new invoices in Sage Intacct

Create new Shippo orders from new Sage Intacct invoices

Subscribe persons in Action Network when new invoices are tracked in Sage Intacct

Create new Sage Intacct contacts from new Eventbrite events

Create records in Zapier Tables for new invoices in Sage Intacct

Create or update LeadConnector opportunities from new Sage Intacct invoices

Create or update HubSpot contacts for new Sage Intacct invoices

Create new Shippo orders from new Sage Intacct invoices

Subscribe persons in Action Network when new invoices are tracked in Sage Intacct

Create new Sage Intacct contacts from new Eventbrite events

Create records in Zapier Tables for new invoices in Sage Intacct

Create or update LeadConnector opportunities from new Sage Intacct invoices

Create or update HubSpot contacts for new Sage Intacct invoices

Supported triggers and actions

Sage Intacct Help & Support

Common issues

How to get started with Sage Intacct on Zapier

Popular Sage Intacct Integrations

Popular Sage Intacct Integrations

Sage Intacct Integrations

Put Sage Intacct to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Create Mailchimp Subscribers for new Vendors

Create Tasks in Asana for new Contacts in Sage Intacct

Create New Contacts in Sage Intacct for new Customers in Stripe

Record Payment in Stripe when new AR Payment in Sage Intacct is added

Add customer details to private comment to ticket in Zendesk for Sage Intacct customers

Find/Create Company and Deal in HubSpot for new invoices in Sage Intacct

Create Mailchimp Subscribers for new Vendors

Create Tasks in Asana for new Contacts in Sage Intacct

Create New Contacts in Sage Intacct for new Customers in Stripe

Record Payment in Stripe when new AR Payment in Sage Intacct is added

Add customer details to private comment to ticket in Zendesk for Sage Intacct customers

Find/Create Company and Deal in HubSpot for new invoices in Sage Intacct

Create new Shippo orders from new Sage Intacct invoices

Subscribe persons in Action Network when new invoices are tracked in Sage Intacct

Create new Sage Intacct contacts from new Eventbrite events

Create records in Zapier Tables for new invoices in Sage Intacct

Create or update LeadConnector opportunities from new Sage Intacct invoices

Create or update HubSpot contacts for new Sage Intacct invoices

Create new Shippo orders from new Sage Intacct invoices

Subscribe persons in Action Network when new invoices are tracked in Sage Intacct

Create new Sage Intacct contacts from new Eventbrite events

Create records in Zapier Tables for new invoices in Sage Intacct

Create or update LeadConnector opportunities from new Sage Intacct invoices

Create or update HubSpot contacts for new Sage Intacct invoices

Sage Intacct Help & Support

Common issues

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Popular Sage Intacct Integrations

Popular Sage Intacct Integrations

How to get started with Sage Intacct on Zapier