Sage Intacct + Zoho CRM
Locate new or updated module entries in Zoho CRM and find corresponding customers in Sage Intacct
Stay organized and efficient when managing client details in Sage Intacct by leveraging this workflow. It initiates when there's a new or updated module entry in Zoho CRM, instantly finding the corresponding customer information in Sage Intacct. This automation ensures consistent data across platforms and expedites the customer management process.
Stay organized and efficient when managing client details in Sage Intacct by leveraging this workflow. It initiates when there's a new or updated module entry in Zoho CRM, instantly finding the corresponding customer information in Sage Intacct. This automation ensures consistent data across platforms and expedites the customer management process.
- When this happens!
New/Updated Module EntryTriggers instantaneously when any entry is created or updated in the specified module.
TriggerInstantThis event starts a Zap instantly.
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New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew User
Triggers when a new active user is added to your Zoho CRM account.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planModuleRequired
Entry IDRequired
File name
Attchment FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Notify lead owner
Notify new entity owner
Account ID
Overwrite
Contact ID
Assign to
Move Attachments to
Create a new deal
Contact Tags
Account Tags
Deal Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ModuleRequired
LayoutRequired
Entry IDRequired
Trigger
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ModuleRequired
LayoutRequired
Trigger
duplicate check fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ModuleRequired
Field nameRequired
ValueRequired
Optional Copy
Field name 2
Value 2
ActionThis is an event a Zap performs.SearchFind existing data in your appModuleRequired
Field nameRequired
ValueRequired
Optional Copy
Field name 2
Value 2
LayoutRequired
Trigger
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planModuleRequired
Entry IDRequired
TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ModuleRequired
LayoutRequired
Trigger
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ModuleRequired
Entry IDRequired
Related ModuleRequired
Related Entry IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ModuleRequired
Field nameRequired
ValueRequired
Optional Copy
Field name 2
Value 2
ActionThis is an event a Zap performs.SearchFind existing data in your app
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
About Zoho CRM
Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.
Related categories
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- Add/update Mailchimp subscribers from new Zoho CRM contacts
- Create module entries in Zoho CRM for new connections in Popl
- Create Zoho CRM module entries from new processed documents in Parseur
- Create Zoho CRM module entries from newly-caught webhooks
- Create Microsoft Teams channel messages for new Zoho CRM module entries
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- Export contacts from Cognism Prospector and create/update module entries in Zoho CRM
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