Sage Intacct + Salesforce

Update Salesforce records to create new contacts in Sage Intacct

Maintain consistency in your records across Salesforce and Sage Intacct efficiently. With this workflow, whenever there's an update in a specific field on a Salesforce record, it reflects the same change in Sage Intacct instantly. This automation not only ensures data accuracy across both platforms but also eliminates the need for manual entry, thus saving precious time and reducing errors. Just set this up once, and witness a smoother, hassle-free data management process.

Maintain consistency in your records across Salesforce and Sage Intacct efficiently. With this workflow, whenever there's an update in a specific field on a Salesforce record, it reflects the same change in Sage Intacct instantly. This automation not only ensures data accuracy across both platforms but also eliminates the need for manual entry, thus saving precious time and reducing errors. Just set this up once, and witness a smoother, hassle-free data management process.

  1. When this happens...
    SalesforceSalesforce
    Updated Field on Record

    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    TriggerScheduled
  2. automatically do this!
    Sage IntacctSage Intacct
    Create Contact

    Triggers when a new contact is created.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Scheduled
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    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
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    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Lead

    Triggers when a new Lead is created.

    Trigger
    Scheduled
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    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
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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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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier