Sage Intacct + Whova

Create Sage Intacct contacts from new Whova orders

Streamline your order processing by bridging the gap between Whova and Sage Intacct. This effective workflow activates as soon as a new order pops up in Whova, promptly creating a new contact in your Sage Intacct app. As a result, order management becomes more organized, efficient, and accurate, enabling you to focus more on what really matters - your customers.

When this happens...
Get Orders
Triggers when there is a change in the order list.
TriggerInstant
automatically do this!
Create Contact
Triggers when a new contact is created.
ActionWrite

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Supported triggers and actions

- EventRequired
Trigger
Instant
Try It
- EventRequired
Trigger
Instant
Try It
- 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

- EventRequired
Trigger
Instant
Try It
- EventRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- Title
- Affiliation / Company
- Location
- Ticket Types
- Audience Type (in_person/remote)
- Categories
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

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 Whova

Whova is an all-in-one event management solution that makes events modern and trendy, attracts and engages attendees effectively, and helps event organizers save time when managing event logistics.

Learn more

Related categories

Event Management

Sage Intacct + Whova

Create Sage Intacct contacts from new Whova orders

Supported triggers and actions

Get Attendees

Get Registrants

New Contact

New Payment Received (Accounts Receivable)

Create Bill

Create Customer

Find Bill

Find Invoice

Get Orders

Create or Update Attendee

New Invoice

New Vendor

Create Contact

Create Invoice

Find Customer

Find Vendor

About Sage Intacct

Related categories

About Whova

Related categories