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.

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TriggerPolling
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ActionWrite

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Supported triggers and actions

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
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- Customer First Name
- Customer Last Name
- Customer Email
- Customer Phone Number
- Service Address Line 1Required
- Service Address Line 2
- 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 NameRequired
- Company Name
- Email
- Service Address Line 1
- Service Address Line 2
- Service Address Postal Code
- Service Address State
- Service Address City
- Phone Number
- Notes
- Note Is Private
Action
Write
- State
Trigger
Polling
Try It
- Status
Trigger
Polling
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- Suggested 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
Action
Write
- 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
Action
Write
- 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
Action
Write
- CustomerRequired
- 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 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
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

Booking Created
Triggers when a new ZenMaid booking is created.
Trigger
Instant
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Contact Updated
Triggers when a ZenMaid contact (lead or customer) is modified.
Trigger
Instant
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Invoice Paid
Triggers when a ZenMaid invoice is paid.
Trigger
Instant
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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 TimeRequired
- End TimeRequired
- Customer EmailRequired
- Service Address Line 1Required
- Service Address Postal Code
- Service Address State
- Service Address City
- Customer First Name
- Customer Last Name
- Customer Phone Number
Action
Write
- First NameRequired
- Last Name
- EmailRequired
- Phone Number
- Address Line 1
- Address Line 2
- 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
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New Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Trigger
Polling
Try It
- Due DateRequired
- Created DateRequired
- Vendor
- Transaction AmountRequired
- GL AccountRequired
- Total Transaction Amount
- Memo
- Location
- Department
Action
Write
- NameRequired
- 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
- 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
Action
Write
- 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
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

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 ZenMaid

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

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

Sage Intacct + ZenMaid

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

Appointment Status Updated

Contact Created

Invoice Created

One-Time Service Created

Recurring Service Cancelled

Recurring Service Updated

Create Booking

Create Customer

New Invoice

New Vendor

Create Contact

Create Invoice

Create Vendor Invoice

Update Customer

Update Vendor Invoice

Find Customer

Find Vendor

Booking Created

Contact Updated

Invoice Paid

One-Time Service Updated

Recurring Service Created

Create Appointment

Create Cleaner

New Contact

New Payment Received (Accounts Receivable)

Create Bill

Create Customer

Create or Update Project Resource

Update Bill

Update Invoice

Find Bill

Find Invoice

Find Invoices

About Sage Intacct

Related categories

About ZenMaid

Related categories

Related Zap Templates

Related Zap Templates