Sage Intacct + WordPress

Create new Sage Intacct contacts from new WordPress posts

When a new post is published on WordPress, this workflow will immediately create a new contact within your Sage Intacct system. This automation ensures all information remains up to date across both platforms, eliminating the need for manual data entry. With accurate contact data in Sage Intacct, you can efficiently manage your customer interactions and improve communication strategies.

When this happens...
New Post
Triggers when a new post is created.
TriggerPolling
automatically do this!
Create Contact
Triggers when a new contact is created.
ActionWrite

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Supported triggers and actions

- Status
Trigger
Polling
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- Post Status
- Post Type
Trigger
Polling
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Updated User
Triggers when a user is updated.
Trigger
Instant
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- FileRequired
- Post
- Filename
- Title
- Author
- Caption
- Description
- Alt Text
- Comment Status
- Ping Status
Action
Write
- Post TypeRequired
Action
Write

- User IDRequired
- Email
- First Name
- Last Name
- Name
- Nickname
- Description
- Website
- Role
- Meta
Action
Write
- TitleRequired
Action
Search

- Copy Search Keyword
- Search KeywordRequired
- EmailRequired
- UsernameRequired
- PasswordRequired
- First Name
- Last Name
- Name
- Nickname
- Description
- Website
- Role
Action
Search or write
- State
Trigger
Polling
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- Status
Trigger
Polling
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- 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 Media
Triggers when a new media is uploaded.
Trigger
Polling
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- Post Types
- Post Statuses
- Trigger only when state changes?
Trigger
Instant
Try It
New User
Triggers when a new user is created.
Trigger
Polling
Try It
- Post TypeRequired
Action
Write
- EmailRequired
- UsernameRequired
- PasswordRequired
- First Name
- Last Name
- Name
- Nickname
- Description
- Website
- Role
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Copy Search Keyword
- Search KeywordRequired
Action
Search
- Status
Trigger
Polling
Try It
New Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Trigger
Polling
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.

Related categories

Accounting

About WordPress

WordPress is web software you can use to create a beautiful website or blog. Nearly 20% of the top 10 million websites and over 60 million people have chosen WordPress to power the place on the web they call "home".

Related categories

Similar apps

Zapier Interfaces

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

Related Zap Templates

Create new Sage Intacct contacts from new WordPress users

Sage Intacct + WordPress

Create new Sage Intacct contacts from new WordPress posts

Supported triggers and actions

New Comment

New Post

Updated User

Upload Media

Update Post

Update User

Find Post

Find or Create User

New Invoice

New Vendor

Create Contact

Create Invoice

Find Customer

Find Vendor

New Media

Updated Post

New User

Create Post

Create User

API Request (Beta)

Find User

New Contact

New Payment Received (Accounts Receivable)

Create Bill

Create Customer

Find Bill

Find Invoice

About Sage Intacct

Related categories

About WordPress

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates