Sage Intacct + Square
Find customers in Sage Intacct for new appointments in Square
Easily manage your increasing clientele and appointments with this simple workflow. Whenever a new appointment is scheduled in your Square app, this automation will locate the corresponding customer details in your Sage Intacct system. This way, you save time, avoid the possibility of errors in manual transfer, and can focus more on providing quality service to your customers.
Easily manage your increasing clientele and appointments with this simple workflow. Whenever a new appointment is scheduled in your Square app, this automation will locate the corresponding customer details in your Sage Intacct system. This way, you save time, avoid the possibility of errors in manual transfer, and can focus more on providing quality service to your customers.
- When this happens!
New AppointmentTriggers when a new appointment is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan
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New Appointment
Triggers when a new appointment is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Customer
Triggers when a new customer is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planLocationRequired
Order Status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCustomer IDRequired
GroupRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Inventory Change TypeRequired
LocationRequired
Catalog ObjectRequired
QuantityRequired
Ignore unchanged counts
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LocationRequired
Order IDRequired
Customer IDRequired
Accepted Payment MethodsRequired
Payment due dateRequired
Tipping enabled
Invoice title
Invoice number
Description
Delivery methodRequired
Scheduled at
Date of sale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PaymentRequired
Refund amount
Reason
Team member
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Help Text
LocationRequired
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.Field Help
Email Address
Phone Number
Reference ID
ActionThis is an event a Zap performs.SearchFind existing data in your appField Help
Text Filter
Location
ActionThis is an event a Zap performs.SearchFind existing data in your appField Help
Email Address
Phone Number
Reference ID
First Name
Last Name
Country
Street Address
Apt./Suite
City
State
ZIP
Other
Company
Nickname
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
LocationRequired
Team Member IDRequired
Customer IDRequired
Date and Time of AppointmentRequired
Appointment Service IDRequired
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Email Address
Phone Number
Country
Street Address
Apt./Suite
City
State
ZIP
Other
Company
Nickname
Reference Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LocationRequired
Customer ID
External Identifier
Buyer Email Address
Payment TypeRequired
Payment Note
QuantityRequired
AmountRequired
CurrencyRequired
Line Item Name
Catalog Item Variation ID
Pickup
Display Name
Carrier
Expected Ship Date/Time
Shipping Note
Fulfillment Email Address
Phone number of the fulfillment recipient
Address Line 1
Address Line 2
State
County
Country
City
Postal Code
Discount Type
Name
Percentage
Amount Discounted
Discount Currency
Name
Percentage
Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer IDRequired
GroupRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer IDRequired
First Name
Last Name
Email Address
Phone Number
Country
Street Address
Apt./Suite
City
State
ZIP
Other
Company
Nickname
Reference ID
Birthday
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Order by ID
This action retrieves the details of a specific order from Square using the order ID.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer Id
ActionThis is an event a Zap performs.SearchFind existing data in your appLocationRequired
Field Help
Customer
Fulfillment State
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appLocationRequired
Field Help
Customer
Fulfillment State
Status
Customer ID
External Identifier
Source
Ticket Name
Quantity
Amount
Currency
Catalog Item Variation ID
Note
Unique Identifier
Amount Discounted
Amount Discounted Currency
Name
Percentage
Type
Unique Identifier
Name
Percentage
Type
Unique Identifier
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
Sage Intacct is a cloud-based financial management software that streamlines & automates accounting business processes, providing real-time financial insights.
Related categories
About Square
Square creates tools that help sellers of all sizes start, run and grow their businesses. Square’s point-of-sale service offers tools for every part of running a business, from accepting credit cards and tracking inventory to real-time analytics and invoicing.
Related categories
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- Add transactions in Wave for new Square sales
- Add new Square customers to Mailchimp
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- Add new Square customers from new Jotform submissions
- Send offline conversions in Google Ads for new appointments in Square
- Add contacts to a Google Ads customer list for new customers on Square
- Send new emails via Gmail for new Square transactions
- Record offline conversions in Google Ads for new Square customers
- Send email requests via TrueReview when new transactions are captured with Square
- Create Square customers for new responses in Google Forms spreadsheets
- Create new Square customers from new Jobber clients
- Create Google Calendar events for new Square invoices
- Create Google Sheet rows for new Square customers
- Create new Square customers from new fieldd customers
- Create or update HubSpot contacts with new Square customers
- Create or update EZ Texting contacts when new customers are added in Square
- Log new Square payments in Google Sheets rows
- Create Trello cards for new Square orders
- Add new Square appointments to Google Sheets as rows
- Add or update Brevo contacts from new Square payments
- Add or update Mailchimp subscribers from new Square transactions
- Create customers in Square from new clients in Waitwhile
- Create Square customers from new WaiverForever waivers signed
- Create products and services in Wave from new Square catalog items
- Create Trello cards for new Square invoices to simplify tracking and organization
- Add or update Brevo contacts for new Square appointments
- Manage new PassKit Membership enrollments by creating customers in Square
- Update Square customers for new Jotform submissions
- Create Square customers from new Limo Anywhere accounts
- Create paid orders in Square for each new order in Eventbrite
- Create Zoom meetings for every new Square appointment
- Create Square appointments from new Microsoft Outlook calendar events
- Create or update Urable customers when new Square customers are added
- Save new Square transactions to Google Sheets rows
- Add new Square customers to Google Ads Custom Lists
- Create Square customers from new ZenMaid contacts
- Create Google Contacts for new Square customers
- Add new Square customers to an AWeber list
- Add new Square customers to Klaviyo as subscribers
- Create Google Calendar events for new Square appointments
- Add new Square transactions to Airtable as records
- Get SMS updates for new Square transactions
- Add new Square customers to Google Ads contact list
- Create Square customers from new Jotform signed documents
- Create Google Calendar events for new Square appointments
- Schedule Google Meet meetings for new Square appointments
- Create Square appointments from new Jotform submissions
- Trigger offline conversions in Google Ads for new Square transactions
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- Add new Square customers to TrueReview as contacts
- Record sales in wave for new Square payments" should be returned as "Record Sales in Wave for New Square Payments
- Create events in Google Calendar for new invoices in Square
- Log new customers on Square as offline conversions in Google Ads
- Send unique download links via BookFunnel for new orders in Square
- Add new Square customers to MailerLite group as subscribers
- Create new Square customers from new submissions in Fillout Forms
- Create Facebook Conversions events for new Square appointments
- Create Google Calendar events for new Square payments
- Add or update Quo contacts for new Square customers
- Create new Square customers from new items in your monday.com board
- Create new QuickBooks Online invoices from new Square invoices
- Create tasks in Motion for every new appointment in Square
- Create new Square customers from new ZenMaid bookings
- Create new Square customers from newly issued Ticket Tailor tickets
- Create new Square customers from new leads in your individual Popl account
- Update Square inventories when new eBay orders are received
- Create Square customers from new Acuity Scheduling appointments
- Create clients in Trainerize when new customers are added in Square
- Create or update Flodesk subscribers with new Square customers
- Record Wave sales for new Square transactions
- Post new Square transactions to a Slack channel
- Create Square customers for new form submissions in Squarespace Forms
- Create Google Sheets rows for new Square orders.
- Add new Mailchimp subscribers to Square
- Create Brevo contacts from new Square customers
- Create Square customers from new Simpletix orders
- Send Offline Conversion to Google Ads for New Customer in Square
- Add or update contacts in EmailOctopus for new customers in Square
- Add new signed Jotform documents to Square customer groups
- Add new Square customers as Kit form subscribers
- Subscribe existing clients to Trainerize programs with new orders in Square
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- Create rows in Google Sheets for new payments in Square
- Create Referrizer contacts from new Square customers
- Create Square customers from new OnceHub bookings
- Update Square customers when new signed documents are added in Jotform
- Create new GoDaddy CRM customers from new Square customers
- Create clients in HubFit when new customers are added to Square
- Send Slack private channel messages for new Square payments
- Create Google Calendar events for new Square orders
- Create new Farmbrite orders from new Square invoices
- Add new Square customers to Google Sheets as multiple rows
- Create Zoho Inventory items from new Square catalog items
- Add new Square customers as LeadConnector contacts
- Create Givebutter contacts for new Square customers
- Update Square inventories when new Jotform submissions are received
- Send Offline Conversion to Google Ads for New Order in Square
- Create invoices in Hnry for new payments in Square
- Create new Square appointments from new Acuity Scheduling appointments