Sage Intacct + Viral Loops

Create new Sage Intacct contacts from new Viral Loops participants

When a new participant joins via Viral Loops, immediately generate a fresh contact within your Sage Intacct system. This automation allows you to skip manual data entry and saves precious time while ensuring all participant information is accurately captured in your accounting application. Gain an efficient workflow and stay updated with your growing network.

When this happens...
New Participant
Triggers when a new participant is added to your campaign. Available in all templates.
TriggerInstant
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Create Contact
Triggers when a new contact is created.
ActionWrite

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Supported triggers and actions

What does this mean?

New Conversion
Triggers when a participant from your campaign is converted. Available only for the Universal Referral, Milestone Referral, Online-to-Offline and Altruistic Referral templates.
Trigger
Instant
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Milestone Reached
Triggers when a participant reaches a milestone. Available for the Milestone Referral and Viral Loops for Shopify templates.
Trigger
Instant
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New Referral Count
Triggers when the referral count of a participant changes, eg. if they go from 5 referrals to 6. Available for all templates.
Trigger
Instant
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- EmailRequired
- First name
- Last name
- Referral code
Action
Write
- Participant's EmailRequired
Action
Write

- State
Trigger
Scheduled
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- Status
Trigger
Scheduled
Try It

- Contact NameRequired
- Print AsRequired
- 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 IDRequired
- Due Date
- Payment Term
- Create Draft
- GL Account Number
- AR Account Label
- Offset GL Account Number
- Transaction AmountRequired
- Location ID
- Allocation ID
- Customer ID
- Class ID
- Contract ID
- Department ID
- Employee ID
- Vendor ID
- 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
- Summary Record No
- Attachments ID
- Base Currency Code
- Transaction Currency Code
- Exchange Rate Date
- Exchange Rate Type
- Exchange Rate Value
- Transaction Date
- GL Posting Date
- Post to GL?
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

New Conversion Count
Triggers when the conversion count of a participant changes, eg. if they go from 5 conversions to 6. Available only for the Milestone Referral, and Altruistic Referral templates.
Trigger
Instant
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New Participant
Triggers when a new participant is added to your campaign. Available in all templates.
Trigger
Instant
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Reward Redeemed
Triggers when a reward is redeemed via the Campaign Dashboard or the API. Available only for the Milestone Referral, Refer a Friend and Viral Loops for Shopify templates.
Trigger
Instant
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- EmailRequired
Action
Write
- Status
Trigger
Scheduled
Try It
New Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Trigger
Scheduled
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- Vendor IDRequired
- Bill Number
- Transaction DateRequired
- Due DateRequired
- Payment Term
- Reference Number
- GL Posting Date
- Transaction Currency
- Base Currency
- Exchange Rate Type
- Exchange Rate Date
- Exchange Rate Value
- Attachments ID
- GL Account NumberRequired
- Transaction AmountRequired
- Description
- Department ID
- Location ID
- Project ID
- Customer ID
- Item ID
- Contract ID
Action
Write
- Customer NameRequired
- Active
- One Time Use
- First Name
- Middle Name
- Last Name
- Primary Contact Name
- Primary Phone Number
- Mobile Phone Number
- Pager
- Fax
- Primary Email Address
- Secondary Email Address
- URL
- Currency
- Address Line 1
- Address Line 2
- City
- State/Province
- ZIP/Postal Code
- Country
- Print As
- Exclude from the company contact list
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

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 Viral Loops

Viral Loops is a referral marketing platform for busy marketers and founders.

Learn more

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Create new contacts in Sage Intacct for each new participant in Viral Loops

Create new contacts in Sage Intacct for new participants in Viral Loops

Sage Intacct + Viral Loops

Create new Sage Intacct contacts from new Viral Loops participants

New Conversion

Milestone Reached

New Referral Count

Add Participant

First name

Last name

Referral code

Get Participant's Referrer

New Invoice

State

New Vendor

Status

Create Contact

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

Create Invoice

Invoice Number

Reference Number

Due Date

Payment Term

Create Draft

GL Account Number

AR Account Label

Offset GL Account Number

Location ID

Allocation ID

Customer ID

Class ID

Contract ID

Department ID

Employee ID

Vendor ID

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

Summary Record No

Attachments ID

Base Currency Code

Transaction Currency Code

Exchange Rate Date

Exchange Rate Type

Exchange Rate Value

Transaction Date

GL Posting Date

Post to GL?