Sage Intacct + Zoho Sheet

Create new Sage Intacct contacts from new rows in Zoho Sheet

Make your contact management process more efficient with this streamlining solution. When a new row is added to your Zoho Sheet, a contact is swiftly created in Sage Intacct. This setup reduces the need for tedious manual data input and enhances organization between Zoho Sheets and Sage Intacct. A convenient method to track tasks swiftly, delivering time-saving results.

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ActionWrite

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Supported triggers and actions

- WorkbookRequired
- WorksheetRequired
Trigger
Instant
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- WorkbookRequired
Trigger
Instant
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- WorkbookRequired
- WorksheetRequired
Trigger
Instant
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- Team
- Team FolderRequired
- Folder
- WorkbookRequired
Trigger
Instant
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- Team
- Team FolderRequired
- Folder
- WorkbookRequired
- WorksheetRequired
Trigger
Instant
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- WorkbookRequired
- WorksheetRequired
Action
Write
- WorkbookRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup OperatorRequired
- Lookup DataRequired
- Additional Lookup Column
- Additional Lookup Operator
- Additional Lookup Data
- First Match Only
Action
Write

- WorkbookRequired
- WorksheetRequired
- Row IndexRequired
Action
Write
- Team
- Team FolderRequired
- Folder
- WorkbookRequired
- WorksheetRequired
- Row IndexRequired
Action
Write
- Team
- Team FolderRequired
- Folder
- WorkbookRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup OperatorRequired
- Lookup DataRequired
- Additional Lookup Column
- Additional Lookup Operator
- Additional Lookup Data
- First Match Only
Action
Write
- Team
- Team FolderRequired
- Folder
- WorkbookRequired
- WorksheetRequired
- Row IndexRequired
Action
Write
- WorkbookRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup OperatorRequired
- Lookup DataRequired
- Additional Lookup Column
- Additional Lookup Operator
- Additional Lookup Data
- Search From End
Action
Search
- Status
Trigger
Polling
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- State
Trigger
Polling
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- State
Trigger
Polling
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- 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

New Workbook
Triggers when a new workbook is created.
Trigger
Instant
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- WorkbookRequired
- WorksheetRequired
- ColumnRequired
Trigger
Instant
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- Team
- Team FolderRequired
- Folder
- WorkbookRequired
- WorksheetRequired
Trigger
Instant
Try It
- Team
- Team FolderRequired
- Folder
- WorkbookRequired
- WorksheetRequired
- ColumnRequired
Trigger
Instant
Try It
- WorkbookRequired
- WorksheetRequired
- Row IndexRequired
Action
Write
- WorkbookRequired
- Worksheet Name
Action
Write
- WorkbookRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup OperatorRequired
- Lookup DataRequired
- Additional Lookup Column
- Additional Lookup Operator
- Additional Lookup Data
- First Match Only
Action
Write
- Team
- Team FolderRequired
- Folder
- WorkbookRequired
- Worksheet Name
Action
Write
- Team
- Team FolderRequired
- Folder
- WorkbookRequired
- WorksheetRequired
Action
Write
- Team
- Team FolderRequired
- Folder
- WorkbookRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup OperatorRequired
- Lookup DataRequired
- Additional Lookup Column
- Additional Lookup Operator
- Additional Lookup Data
- First Match Only
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Team
- Team FolderRequired
- Folder
- WorkbookRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup OperatorRequired
- Lookup DataRequired
- Additional Lookup Column
- Additional Lookup Operator
- Additional Lookup Data
- Search From End
Action
Search
- 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 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 Zoho Sheet

Zoho Sheet is a cloud-based spreadsheet software that allows you to create, edit, share and collaborate on spreadsheets in real time.

Sage Intacct + Zoho Sheet

Create new Sage Intacct contacts from new rows in Zoho Sheet

New Row

New Worksheet

New or Updated Row

New Worksheet (WorkDrive)

New or Updated Row (WorkDrive)

Create Row

Search and Delete Row

Update Row

Delete Row (WorkDrive)

Search and Delete Row (WorkDrive)

Update Row (WorkDrive)

Search Row

New Contact

New Invoice

New Sales Invoice

New Vendor

Create Contact

Create Invoice

Create Vendor Invoice

Update Customer

Update Vendor Invoice

Find Customer

Find Vendor

New Workbook

Updated Column

New Row (WorkDrive)

Updated Column (WorkDrive)

Delete Row

Create Worksheet

Search and Update Row

Create Worksheet (WorkDrive)

Create Row (WorkDrive)

Search and Update Row (WorkDrive)

API Request (Beta)

Search Row - Workdrive Users

New Customer

New Payment Received (Accounts Receivable)

New Vendor Invoice

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 Zoho Sheet

Related categories

Related Zap Templates

Related Zap Templates