Sage Intacct + Zapier Tables
Create contacts in Sage Intacct from new records in Zapier Tables
When a new record is added to your tables in the Zapier Tables app, this workflow steps up to add those details as a contact in your Sage Intacct app. It's an efficient solution for ensuring your contact information in Sage Intacct stays up-to-date with your latest records in Zapier Tables. Simplify and streamline your contact management with this handy automation.
When a new record is added to your tables in the Zapier Tables app, this workflow steps up to add those details as a contact in your Sage Intacct app. It's an efficient solution for ensuring your contact information in Sage Intacct stays up-to-date with your latest records in Zapier Tables. Simplify and streamline your contact management with this handy automation.
- When this happens...
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
ActionWriteCreate a new record or update an existing record in your app.
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Table IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Table IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Table IDRequired
FieldRequired
Summary FormulaRequired
Zap Id
Zap Step Id
Zap Path Run Id
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Table IDRequired
Calculate FieldRequired
Aggregate FunctionRequired
Zap Id
Zap Step Id
Zap Path Run Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Table IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Table IDRequired
Name
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Table IDRequired
Record IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Table IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
ActionThis is an event a Zap performs.SearchFind existing data in your appTable IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
ActionThis is an event a Zap performs.SearchFind existing data in your appSuggested Contact NameRequired
Print AsRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice DateRequired
Due DateRequired
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
CustomerRequired
Customer - Delivery Options
Payment Term
Tax Solution Key
Invoice Summary
Transaction AmountRequired
GL AccountRequired
Override Offset GL Account
Memo
Allocation
Account Label
Location
Department
Employee
Project
Customer
Vendor
Item
Warehouse
Class
Task
Cost Type
Asset
Contract
Affiliate Entity
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document type
VendorRequired
Transaction dateRequired
Date
Rate
Type ID
Payment term
Shipping method
Attachment
Tax solution
Source document
Primary contact
Ship to contact
Bill to contact
Deliver to contact
ItemRequired
UnitRequired
QuantityRequired
Unit priceRequired
Line description
Line memo
Location
Warehouse
Department
Project
Task
Class
Customer
Employee
Subtotals
History records
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Name
Sales Representative
Customer Type
Territory
Parent Customer
Shipping Method
Payment Term
Account Group
Price List
Price Schedule
Override Offset GL Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document type
Vendor invoiceRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Find Customer
Finds a customer based on search criteria.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Vendor
Finds a vendor based on a search criteria.
ActionThis is an event a Zap performs.SearchFind existing data in your app
Table IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Table IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Table IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Table IDRequired
Record IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Table IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Table IDRequired
Record IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Table IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Table NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTable IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planDue DateRequired
Created DateRequired
Vendor
Transaction AmountRequired
GL AccountRequired
Total Transaction Amount
Memo
Location
Department
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Sales Representative
Customer Type
Territory
Parent
Shipping Method
Term
Account Group
Price List
Price Schedule
Override Offset GL Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project resource
Project
Employee
Item
Labor rate
Expense rate
AP and purchasing rate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BillRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.InvoiceRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Bill
Finds a bill based on a search criteria.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Invoice
Finds a invoice based on a search criteria.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Invoices
Finds invoices within a date range.
ActionThis is an event a Zap performs.SearchFind existing data in your app
About Sage Intacct
Related categories
Related categories
Related Zap Templates
- Create records in Zapier Tables for new invoices in Sage Intacct
- Create new Sage Intacct contacts from clicked Zapier Tables buttons
- Create new Sage Intacct contacts from new records in Zapier Tables
- Create new Sage Intacct contacts from clicked Zapier Tables buttons
- Create contacts in Sage Intacct from new or updated records in Zapier Tables
- Create Sage Intacct contacts from new or updated records in Zapier Tables
- Create new Sage Intacct contacts from new records in Zapier Tables
- Create contacts in Sage Intacct from new or updated records in Zapier Tables
- Click new buttons on Zapier Tables to create contacts in Sage Intacct
- Create Sage Intacct contacts from new or updated records in Zapier Tables
- Find and manage Sage Intacct customers with new or updated records in Zapier Tables
- Create new Sage Intacct contacts from new or updated records in Zapier Tables
- Create new Sage Intacct contacts from new records in Zapier Tables
- Create new contact in Sage Intacct when zap buttons are clicked in Zapier Tables
- Create new Sage Intacct contacts from new or updated records in Zapier Tables
- Create new Sage Intacct contacts when Zapier Tables buttons are clicked
- Create new Sage Intacct contacts from new records in Zapier Tables
- Create new contacts in Sage Intacct from new records in Zapier Tables
- Create Sage Intacct contacts from new or updated records in Zapier Tables
- Create new Sage Intacct contacts from clicked Zapier Tables buttons
- Create new Sage Intacct contacts from clicked Zapier Tables buttons
- Create new Sage Intacct contacts from Zapier Tables button clicks
- Create new Sage Intacct contacts from new or updated records in Zapier Tables
- Create new Sage Intacct contacts from clicked Zapier Tables buttons
Related Zap Templates
- Create records in Zapier Tables for new invoices in Sage Intacct
- Create new Sage Intacct contacts from clicked Zapier Tables buttons
- Create new Sage Intacct contacts from new records in Zapier Tables
- Create Sage Intacct contacts from new or updated records in Zapier Tables
- Create new Sage Intacct contacts from new records in Zapier Tables
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- Create new Sage Intacct contacts from clicked Zapier Tables buttons
- Create contacts in Sage Intacct from new or updated records in Zapier Tables
- Create contacts in Sage Intacct from new or updated records in Zapier Tables
- Find and manage Sage Intacct customers with new or updated records in Zapier Tables
- Create new contact in Sage Intacct when zap buttons are clicked in Zapier Tables
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- Create new Sage Intacct contacts from new records in Zapier Tables
- Create Sage Intacct contacts from new or updated records in Zapier Tables
- Click new buttons on Zapier Tables to create contacts in Sage Intacct
- Create new Sage Intacct contacts from new or updated records in Zapier Tables
- Create new Sage Intacct contacts from new or updated records in Zapier Tables