Sage Intacct + TrainerCentral

Create new Sage Intacct contacts for each new ticket purchased on TrainerCentral

Enhance your financial management process with this streamlined workflow between TrainerCentral and Sage Intacct. When a ticket is purchased on TrainerCentral, a corresponding contact is promptly created in Sage Intacct. This automation ensures utmost accuracy while saving valuable time, optimizing your business efficiency in the process.

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

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Supported triggers and actions

- Choose your academy in TrainerCentral.Required
Trigger
Instant
Try It
- Choose your academy in TrainerCentral.Required
Trigger
Instant
Try It
- Choose your academy in TrainerCentral.Required
Trigger
Instant
Try It
- Choose your academy in TrainerCentral.Required
Trigger
Instant
Try It
- Choose your academy in TrainerCentral.Required
Trigger
Instant
Try It

- Choose your academy in TrainerCentral.Required
- Choose a live workshop Required
- Choose preferred occurrence of the workshop Required
- First NameRequired
- Last NameRequired
- EmailRequired
- Phone Number
- Street
- Address
- City
- State
- Country
- Zip/Postal code
- Organization
- Job Title
- Industry
- Purchasing Time Frame
- Role in Purchase Process
- Number of Employees
Action
Write
- Choose your academy in TrainerCentral.Required
- A name for the live workshopRequired
- A short description
- Duration of the session
- Date and Time (of when the session starts) Required
- Is Registration required to participate in this live workshop?Required
Action
Write

- Status
Trigger
Polling
Try It
- State
Trigger
Polling
Try It
- State
Trigger
Polling
Try It
- Status
Trigger
Polling
Try It
- 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
Action
Write
- 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
Action
Write
- 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
Action
Write
- CustomerRequired
- 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 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
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

- Choose your academy in TrainerCentralRequired
- Choose a formRequired
Trigger
Instant
Try It
- Choose your academy in TrainerCentral.Required
Trigger
Instant
Try It
- Choose your academy in TrainerCentral.Required
Trigger
Instant
Try It
- Choose your academy in TrainerCentral.Required
Trigger
Instant
Try It
- Choose your academy in TrainerCentral.Required
- First NameRequired
- Last NameRequired
- CourseRequired
- EmailIdRequired
- Password
- Allow free access for courseRequired
- Allow free access for (number of days)
- Allow free access till date
Action
Write
- Choose your academy in TrainerCentral.Required
- First NameRequired
- Last NameRequired
- Email IdRequired
- Password
Action
Write
- Choose your academy in TrainerCentral.Required
- Choose a live workshopRequired
- First NameRequired
- Last NameRequired
- Email addressRequired
- Allow free access for live workshop
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 DateRequired
- Created DateRequired
- Vendor
- Transaction AmountRequired
- GL AccountRequired
- Total Transaction Amount
- Memo
- Location
- Department
Action
Write
- NameRequired
- 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
- 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
Action
Write
- 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
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

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

About TrainerCentral

TrainerCentral is an all-in-one training platform to build a successful business by inspiring your learners from across the globe.

Related categories

Online Courses

Related Zap Templates

Create new Sage Intacct contacts from newly purchased TrainerCentral tickets

Create contacts in Sage Intacct for new tickets purchased in TrainerCentral

Sage Intacct + TrainerCentral

Create new Sage Intacct contacts for each new ticket purchased on TrainerCentral

Live Workshop - Learner Joined

Course Completed

Lesson Completed

Live Workshop - Learner Registered

Live Workshop Created

Register a Learner to a Live Workshop

Create Live Workshop

New Contact

New Invoice

New Sales Invoice

New Vendor

Create Contact

Create Invoice

Create Vendor Invoice

Update Customer

Update Vendor Invoice

Find Customer

Find Vendor

Form Submitted

Course Enrolled

Ticket Purchased

New Sign-Up to Academy

Invite Learner to a Course

Invite Learner to an Academy

Invite Learner to a Live Workshop

New Customer

New Payment Received (Accounts Receivable)

New Vendor Invoice

Create Bill

Create Customer

Create or Update Project Resource

Update Bill

Update Invoice

Find Bill

Find Invoice

Find Invoices

About Sage Intacct

Related categories

About TrainerCentral

Related categories

Related Zap Templates

Related Zap Templates