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Sage Intacct + ZenMaid

Create new Sage Intacct contacts when new contacts are created in ZenMaid

Keep your contact data organized and updated with this efficient workflow. As soon as a new contact is created in ZenMaid, the same contact information will be instantly added in Sage Intacct. This automation eliminates the time-consuming task of manual data entry and assures accuracy across your platforms.

When this happens...
Contact CreatedTriggers when a ZenMaid contact (lead or customer) is created.
TriggerInstant
automatically do this!
Create ContactCreates a new contact.
ActionWrite

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More things you can do with ZenMaid and Sage Intacct

Discover other triggers and actions you can use with ZenMaid and Sage Intacct

Appointment Status Updated
Triggers when a ZenMaid Appointment status is modified.
Trigger
Instant
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Contact Created
Triggers when a ZenMaid contact (lead or customer) is created.
Trigger
Instant
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Invoice Created
Triggers when a new ZenMaid invoice is created.
Trigger
Instant
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One-Time Service Created
Triggers when a ZenMaid One-Time Service is created.
Trigger
Instant
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Recurring Service Cancelled
Triggers when a ZenMaid Recurring Service is cancelled.
Trigger
Instant
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Recurring Service Updated
Triggers when a ZenMaid Recurring Service is modified.
Trigger
Instant
Try It
- Customer_first_name
- Customer_last_name
- Customer_email
- Customer_phone_number
- Service_address_line1
  Required
- Service_address_line2
- Service_address_city
- Service_address_state
- Service_address_postal_code
- Appointment_date
- Start_time
- End_time
- Bathrooms_count
- Bedrooms_count
- Manhours_count
- Square_feet_count
- Square_meters_count
- Price
- Last_professional_clean
- Custom_requests_1_question
- Custom_requests_1_answer
- Custom_requests_2_question
- Custom_requests_2_answer
- Custom_requests_3_question
- Custom_requests_3_answer
- Custom_requests_4_question
- Custom_requests_4_answer
- Custom_requests_5_question
- Custom_requests_5_answer
Action
Write

- First_name
- Last_name
  Required
- Company_name
- Email
- Service_address_line1
- Service_address_line2
- Service_address_postal_code
- Service_address_state
- Service_address_city
- Phone_number
- Notes
- Note_is_private
Action
Write
- Status
Trigger
Polling
Try It
New Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Trigger
Polling
Try It
- Document type
- State
Trigger
Polling
Try It
- Due Date
  Required
- Created Date
  Required
- Vendor
- Transaction Amount
  Required
- GL Account
  Required
- Total Transaction Amount
- Memo
- Location
- Department
Action
Write
- Name
  Required
- Sales Representative
- Customer Type
- Territory
- Parent
- Shipping Method
- Term
- Account Group
- Price List
- Price Schedule
- Override Offset GL Account
Action
Write
- Project resource
- Project
- Employee
- Item
- Labor rate
- Expense rate
- AP and purchasing rate
Action
Write
- Bill
  Required
- 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
Action
Write
- Invoice
  Required
- 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
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
Find Invoices
Finds invoices within a date range.
Action
Search

Booking Created
Triggers when a new ZenMaid booking is created.
Trigger
Instant
Try It
Contact Updated
Triggers when a ZenMaid contact (lead or customer) is modified.
Trigger
Instant
Try It
Invoice Paid
Triggers when a ZenMaid invoice is paid.
Trigger
Instant
Try It
One-Time Service Updated
Triggers when a ZenMaid One-Time Service is modified.
Trigger
Instant
Try It
Recurring Service Created
Triggers when a ZenMaid Recurring Service is created.
Trigger
Instant
Try It
- Start_time
  Required
- End_time
  Required
- Customer_email
  Required
- Service_address_line1
  Required
- Service_address_postal_code
- Service_address_state
- Service_address_city
- Customer_first_name
- Customer_last_name
- Customer_phone_number
Action
Write
- First_name
  Required
- Last_name
- Email
  Required
- Phone_number
- Address_line1
- Address_line2
- Address_city
- Address_state
- Address_postal_code
- Birth_date
- Notes
- Pay_type
- Pay_rate
- Man_hour_cost
- Allow_sign_in
- Allow_enter_time
- Hired_date
Action
Write
- Status
Trigger
Polling
Try It
- State
Trigger
Polling
Try It
- State
Trigger
Polling
Try It
- Status
Trigger
Polling
Try It
- Suggested Contact Name
  Required
- Print As
  Required
- 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
Action
Write
- Invoice Date
  Required
- Due Date
  Required
- 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
  Required
- Customer - Delivery Options
- Payment Term
- Tax Solution Key
- Invoice Summary
- Transaction Amount
  Required
- GL Account
  Required
- Override Offset GL Account
- Memo
- Allocation
- Account Label
- Location
- Department
- Employee
- Project
- Customer
- Vendor
- Item
- Warehouse
- Class
- Task
- Cost Type
- Asset
- Contract
- Affiliate Entity
Action
Write
- Document type
- Vendor
  Required
- Transaction date
  Required
- 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
  Required
- Unit
  Required
- Quantity
  Required
- Unit price
  Required
- Line description
- Line memo
- Location
- Warehouse
- Department
- Project
- Task
- Class
- Customer
- Employee
- Subtotals
- History records
Action
Write
- Customer
  Required
- Name
- Sales Representative
- Customer Type
- Territory
- Parent Customer
- Shipping Method
- Payment Term
- Account Group
- Price List
- Price Schedule
- Override Offset GL Account
Action
Write
- Document type
- Vendor invoice
  Required
- 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
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.

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Related categories

Accounting

Premium

About ZenMaid

ZenMaid is a simple scheduling software for maid services - including automated communication, GPS clock times, payroll, reporting and much more.

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Related categories

Scheduling & Booking

Related Zap Templates

Create new Sage Intacct contacts when new contacts are created in ZenMaid

Create new Sage Intacct contacts whenever new contacts are created in ZenMaid