Sage Intacct + Tookan

Sage Intacct + Tookan integrations

Create delivery tasks in Tookan for new invoices in Sage Intacct

When a New Invoice surfaces in Sage Intacct, a corresponding delivery task is swiftly prepared in Tookan. This seamless connection ensures that your financial dealings are instantly reflected in your delivery operations. By simplifying invoice management, this automation ultimately boosts productivity and eases the flow of your business processes.

When this happens...
TriggerPolling
automatically do this!
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Sage Intacct and Tookan

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

- 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
- Description
- Geofence
- Order ID
- Customer Name
- Customer Email
- Customer Phone
- Start Time
  Required
- End Time
  Required
- Timezone
  Required
- Task Address
  Required
- Latitude
- Longitude
- Template Name
- Auto Assign Task ?
- Team
- Agent
- Agent Tags
Action
Write
- Description
- Geofence
- Order ID
- Customer Name
- Customer Email
- Customer Phone
- Start Time
  Required
- End Time
  Required
- Timezone
  Required
- Task Address
  Required
- Latitude
- Longitude
- Template Name
- Auto Assign Task ?
- Team
- Agent
- Agent Tags
- Tracking Link ?
Action
Write
- Description
- Geofence
- Order ID
- Pick Up Customer Name
- Pick Up Customer Email
- Pick Up Customer Phone
- Pick Up Before
  Required
- Pick Up Task Address
  Required
- Pick Up Address Latitude
- Pick Up Address Longitude
- Delivery Customer Name
- Delivery Customer Email
- Delivery Customer Phone
- Delivery Before
  Required
- Delivery Task Address
  Required
- Delivery Task Address Latitude
- Delivery Task Address Longitude
- Timezone
  Required
- Pick Up Task Template Name
- Delivery Template Name
- Auto Assign Task ?
- Team
- Agent
- Agent Tags
- Tracking Link ?
Action
Write

- 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
- Description
- Geofence
- Order ID
- Customer Name
- Customer Email
- Customer Phone
- Complete Before
  Required
- Timezone
  Required
- Task Address
  Required
- Latitude
- Longitude
- Template Name
- Auto Assign Task ?
- Team
- Agent
- Agent Tags
- Tracking Link ?
Action
Write
- Description
- Geofence
- Order ID
- Customer Name
- Customer Email
- Customer Phone
- Complete Before
  Required
- Timezone
  Required
- Task Address
  Required
- Latitude
- Longitude
- Template Name
- Auto Assign Task
- Team
- Agent
- Agent Tags
- Tracking Link
Action
Write

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

Premium

About Tookan

Schedule, dispatch and track your fleet with an intuitive & powerful on-demand delivery management platform.

HelpHelp

Related categories

Scheduling & Booking