Sage Intacct + Webhooks by Zapier

Create new Sage Intacct contacts from retrieved polls in Webhooks by Zapier

Effortlessly manage your business contacts with this workflow. When a poll is retrieved via webhooks, it instantaneously creates a new contact in Sage Intacct. This simple operation eliminates manual data entry and helps you maintain an organized and updated contact list in your Sage Intacct account, leading to increased efficiency in your business operations.

When this happens...
Retrieve Poll
Poll a URL and look for new entries.
TriggerScheduled
automatically do this!
Create Contact
Triggers when a new contact is created.
ActionWrite

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Supported triggers and actions

What does this mean?

- URLRequired
- Key
- Deduplication Key
- Xpath
- Basic Auth
- Headers
Trigger
Scheduled
Try It
- Pick off a Child Key
Trigger
Instant
Try It
- URLRequired
- Query String Params
- Send As JSON
- JSON key
- Unflatten
- Basic Auth
- Headers
Action
Write
- URLRequired
- Payload Type
- Data
- Wrap Request In Array
- File
- Unflatten
- Basic Auth
- Headers
Action
Write
- State
Trigger
Scheduled
Try It

- 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

Catch Raw Hook
Wait for a new POST, PUT, or GET to a Zapier URL. Gives the request body unparsed (max 2 MB) and also includes headers.
Trigger
Instant
Try It
- MethodRequired
- URLRequired
- Data Pass-Through?
- Data
- Unflatten
- Basic Auth
- Headers
Action
Write
- URLRequired
- Payload Type
- Data
- Wrap Request In Array
- File
- Unflatten
- Basic Auth
- Headers
Action
Write
- Status
Trigger
Scheduled
Try It
New Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Trigger
Scheduled
Try It
- 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.

Help

Related categories

Accounting

About Webhooks by Zapier

Webhooks simply POST data (or JSON) to a specific URL every time we see something new. Webhooks can also accept data (or JSON) to kick off a workflow in Zapier.

Learn more Help

Sage Intacct + Webhooks by Zapier

Create new Sage Intacct contacts from retrieved polls in Webhooks by Zapier

Retrieve Poll

Key

Deduplication Key

Xpath

Basic Auth

Headers

Catch Hook

Pick off a Child Key

GET

Query String Params

Send As JSON

JSON key

Unflatten

Basic Auth

Headers

PUT

Payload Type

Data

Wrap Request In Array

File

Unflatten

Basic Auth

Headers

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