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How Zapier works

Zapier makes it easy to integrate Sage Intacct with TouchBasePro - no code necessary. See how you can get setup in minutes.

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Sage Intacct logo
Sage Intacct
Sage Intacct logo
Sage Intacct
1. Choose trigger event
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TouchBasePro
TouchBasePro logo
TouchBasePro
2. Choose action
Sage Intacct logo
1. Select the event
Setup
Test
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Sage Intacct
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Contact" from Sage Intacct.

Add your action

An action happens after the trigger—such as "Add Subscriber" in TouchBasePro.

You’re connected!

Zapier seamlessly connects Sage Intacct and TouchBasePro, automating your workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Sage Intacct to TouchBasePro integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Connect Sage Intacct and TouchBasePro to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
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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.

triggers, actions, or triggers and actions
    • Status
    Trigger
    Polling
    Try It
  • Sage Intacct triggers, actions, and search
    New Payment Received (Accounts Receivable)

    Triggers when a new AR payment is added.

    Trigger
    Polling
    Try It
    • Vendor ID
      Required
    • Bill Number
    • Transaction Date
      Required
    • Due Date
      Required
    • Payment Term
    • Reference Number
    • GL Posting Date
    • Transaction Currency
    • Base Currency
    • Exchange Rate Type
    • Exchange Rate Date
    • Exchange Rate Value
    • Attachments ID
    • GL Account Number
      Required
    • Transaction Amount
      Required
    • Description
    • Department ID
    • Location ID
    • Project ID
    • Customer ID
    • Item ID
    • Contract ID
    Action
    Write
    • Customer Name
      Required
    • Active
    • One Time Use
    • First Name
    • Middle Name
    • Last Name
    • Primary Contact Name
    • Primary Phone Number
    • Cellular Phone Number
    • Pager Number
    • Fax Number
    • Primary Email Address
    • Secondary Email Address
    • Primary URL
    • Currency
    • Address Line 1
    • Address Line 2
    • City
    • State/Province
    • ZIP/Postal Code
    • Country
    • Print As
      Required
    • Exclude from the company contact list
    Action
    Write
    • State
    Trigger
    Polling
    Try It
    • Status
    Trigger
    Polling
    Try It
    • Contact Name
      Required
    • Print As
      Required
    • Last Name
    • First Name
    • Middle Name
    • Prefix
    • Company Name
    • Taxable
    • Tax ID
    • Contact Tax Group Name
    • Active
    • Primary Phone Number
    • Secondary Phone Number
    • Cellular Phone Number
    • Pager Number
    • Fax Number
    • Primary Email Address
    • Secondary Email Address
    • Primary URL
    • Secondary URL
    • Address Line 1
    • Address Line 2
    • City
    • State/Province
    • ZIP/Postal Code
    • Country
    Action
    Write
    • Invoice Number
    • Reference Number
    • Customer ID
      Required
    • Due Date
      Required
    • Payment Term
    • Create Draft
    • GL Account Number
      Required
    • AR Account Label
    • Offset GL Account Number
    • Transaction Amount
      Required
    • Location ID
    • Allocation ID
    • Customer ID
    • Class ID
    • Contract ID
    • Department ID
    • Employee ID
    • Vendor ID
      Required
    • Warehouse ID
    • Project ID
    • Item ID
    • Memo
    • Rev Rec Template ID
    • Deferred Revenue GL Account Number
    • Rev Rec End Date
    • Rev Rec Start Date
    • Total Due
    • Total Paid
    • External ID
    • Description
    • Bill To Contact
    • Ship To Contact
    • SummaryRecordNo
    • Attachments ID
    • Base Currency
    • Transaction Currency
    • Exchange Rate Date
    • Exchange Rate Type
    • Exchange Rate Value
    • Transaction Date
      Required
    • GL Posting Date
    • Post to GL?
    Action
    Write
sage-intacct logo
sage-intacct logo
About Sage Intacct
Sage Intacct is a cloud-based financial management software that streamlines & automates accounting business processes, providing real-time financial insights.
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Related categories
Accounting
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touchbasepro logo
About TouchBasePro
TouchBasePro is a email marketing tool to help you create beautiful email campaigns that will transform your brand.
Related categories
Marketing Automation
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