Sage Intacct + TrainerCentral

Sage Intacct + TrainerCentral integrations

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.

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TriggerPolling
automatically do this!
ActionWrite

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More things you can do with TrainerCentral and Sage Intacct

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

- 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 Name
  Required
- Last Name
  Required
- Email
  Required
- 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 workshop
  Required
- 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 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

- Choose your academy in TrainerCentral
  Required
- Choose a form
  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
- First Name
  Required
- Last Name
  Required
- Course
  Required
- EmailId
  Required
- Password
- Allow free access for course
  Required
- Allow free access for (number of days)
- Allow free access till date
Action
Write
- Choose your academy in TrainerCentral.
  Required
- FirstName
  Required
- LastName
  Required
- EmailId
  Required
- Password
Action
Write
- Choose your academy in TrainerCentral.
  Required
- Choose a live workshop
  Required
- First Name
  Required
- Last Name
  Required
- Email address
  Required
- 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 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

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 TrainerCentral

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

HelpHelp

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