Sage Intacct + Salesforce
Create Salesforce records for new Sage Intacct invoices
When a new invoice is created in Sage Intacct, this workflow kicks into action, creating a corresponding record in Salesforce. This seamless integration means you'll never miss an update, leading to improved record keeping and enhanced business operations. It's an efficient way to make sure all your financial information goes where it needs to, without the need for manual data entry.
When a new invoice is created in Sage Intacct, this workflow kicks into action, creating a corresponding record in Salesforce. This seamless integration means you'll never miss an update, leading to improved record keeping and enhanced business operations. It's an efficient way to make sure all your financial information goes where it needs to, without the need for manual data entry.
- When this happens...
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
ActionWriteCreate a new record or update an existing record in your app.
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Suggested Contact NameRequired
Print AsRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice DateRequired
Due DateRequired
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
CustomerRequired
Customer - Delivery Options
Payment Term
Tax Solution Key
Invoice Summary
Transaction AmountRequired
GL AccountRequired
Override Offset GL Account
Memo
Allocation
Account Label
Location
Department
Employee
Project
Customer
Vendor
Item
Warehouse
Class
Task
Cost Type
Asset
Contract
Affiliate Entity
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document type
VendorRequired
Transaction dateRequired
Date
Rate
Type ID
Payment term
Shipping method
Attachment
Tax solution
Source document
Primary contact
Ship to contact
Bill to contact
Deliver to contact
ItemRequired
UnitRequired
QuantityRequired
Unit priceRequired
Line description
Line memo
Location
Warehouse
Department
Project
Task
Class
Customer
Employee
Subtotals
History records
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Name
Sales Representative
Customer Type
Territory
Parent Customer
Shipping Method
Payment Term
Account Group
Price List
Price Schedule
Override Offset GL Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document type
Vendor invoiceRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Find Customer
Finds a customer based on search criteria.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Vendor
Finds a vendor based on a search criteria.
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
RecordRequired
FileRequired
VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Path after /services/apexrest/Required
HTTP methodRequired
Query parameters
Extra headers
Request body
Timeout
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Salesforce ObjectRequired
Description
Attachment visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Title
Description
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note
Salesforce ObjectRequired
Note Visibility
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FlowRequired
Manual flow input parameters
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
CC
BCC
SubjectRequired
Email FormatRequired
Sender TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Query TypeRequired
Include Deleted Records
ActionThis is an event a Zap performs.SearchFind existing data in your appParent ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE clauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planDue DateRequired
Created DateRequired
Vendor
Transaction AmountRequired
GL AccountRequired
Total Transaction Amount
Memo
Location
Department
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Sales Representative
Customer Type
Territory
Parent
Shipping Method
Term
Account Group
Price List
Price Schedule
Override Offset GL Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project resource
Project
Employee
Item
Labor rate
Expense rate
AP and purchasing rate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BillRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.InvoiceRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Bill
Finds a bill based on a search criteria.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Invoice
Finds a invoice based on a search criteria.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Invoices
Finds invoices within a date range.
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
Record (Optional)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Disclaimer
Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCampaignRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
AccountRequired
Opportunity
Create new opportunity?
Converted StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note ContentRequired
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Warning
Salesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ReportRequired
Include details
Number of custom filters
Row groupings
Column groupings
Summary calculations
Detail columns
Sort order
Report format
Advanced report options
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SOSL QueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Sage Intacct
Related categories
About Salesforce
Related categories
Related Zap Templates
- Update Salesforce records and create contacts in Sage Intacct immediately
- Create new Sage Intacct contacts from updated Salesforce records
- Update and find customers on Sage Intacct for every updated field on Salesforce records
- Create new Sage Intacct contacts from new Salesforce outbound messages
- Create new Sage Intacct contacts from new Salesforce outbound messages
- Create new Sage Intacct contacts from new Salesforce outbound messages
- Update Salesforce records and create corresponding contacts in Sage Intacct
- Create new Sage Intacct contacts from new Salesforce contacts
- Create Sage Intacct contacts from new Salesforce records
- Create new Sage Intacct contacts from new Salesforce records
- Update Salesforce records to create new contacts in Sage Intacct
- Create new Sage Intacct contacts from new Salesforce records
- Create Sage Intacct contacts from new Salesforce outbound messages
- Update Sage Intacct contacts when fields on Salesforce records are updated
- Create new Sage Intacct contacts from updated Salesforce records
- Create new Sage Intacct contacts from new Salesforce outbound messages
- Create new Sage Intacct contacts from new Salesforce records
- Create new Sage Intacct contacts from new Salesforce records
- Create new Sage Intacct contacts for each new outbound Salesforce message
- Create Sage Intacct contacts from updated Salesforce records
- Create new Sage Intacct contacts from new outbound Salesforce messages
- Create new Sage Intacct contacts from new outbound Salesforce messages
- Create new Sage Intacct contacts from new Salesforce outbound messages
- Create new Sage Intacct contacts from updated Salesforce records
- Create new Sage Intacct contacts for every new outbound Salesforce message
- Create and manage new Salesforce contacts by sending them to Sage Intacct
- Create new Sage Intacct contacts from updated Salesforce records
- Create new Sage Intacct contacts from updated records in Salesforce
- Create new Sage Intacct contacts from new Salesforce records
- Create new Sage Intacct contacts from new Salesforce contacts
- Create new Sage Intacct contacts from new Salesforce outbound messages
- Create new Sage Intacct contacts from updated Salesforce records
- Create new Sage Intacct contacts from new Salesforce contacts
- Create new Sage Intacct contacts from new Salesforce contacts
- Create customers in Sage Intacct from new records in Salesforce
Related Zap Templates
- Update Salesforce records and create contacts in Sage Intacct immediately
- Create new Sage Intacct contacts from new Salesforce outbound messages
- Update Salesforce records and create corresponding contacts in Sage Intacct
- Create new Sage Intacct contacts from new Salesforce records
- Create Sage Intacct contacts from new Salesforce outbound messages
- Create new Sage Intacct contacts from new Salesforce outbound messages
- Create new Sage Intacct contacts for each new outbound Salesforce message
- Create new Sage Intacct contacts from new outbound Salesforce messages
- Create new Sage Intacct contacts for every new outbound Salesforce message
- Create new Sage Intacct contacts from updated records in Salesforce
- Create new Sage Intacct contacts from new Salesforce outbound messages
- Create new Sage Intacct contacts from new Salesforce contacts
- Create new Sage Intacct contacts from updated Salesforce records
- Create new Sage Intacct contacts from new Salesforce outbound messages
- Create new Sage Intacct contacts from new Salesforce contacts
- Update Salesforce records to create new contacts in Sage Intacct
- Update Sage Intacct contacts when fields on Salesforce records are updated
- Create new Sage Intacct contacts from new Salesforce records
- Create Sage Intacct contacts from updated Salesforce records
- Create new Sage Intacct contacts from new Salesforce outbound messages
- Create and manage new Salesforce contacts by sending them to Sage Intacct
- Create new Sage Intacct contacts from new Salesforce records
- Create new Sage Intacct contacts from updated Salesforce records
- Create customers in Sage Intacct from new records in Salesforce
- Update and find customers on Sage Intacct for every updated field on Salesforce records
- Create new Sage Intacct contacts from new Salesforce outbound messages
- Create Sage Intacct contacts from new Salesforce records
- Create new Sage Intacct contacts from new Salesforce records
- Create new Sage Intacct contacts from updated Salesforce records
- Create new Sage Intacct contacts from new Salesforce records
- Create new Sage Intacct contacts from new outbound Salesforce messages
- Create new Sage Intacct contacts from updated Salesforce records
- Create new Sage Intacct contacts from updated Salesforce records
- Create new Sage Intacct contacts from new Salesforce contacts
- Create new Sage Intacct contacts from new Salesforce contacts