Evessio + Sage Intacct

Create new Sage Intacct contacts from new transactions in Evessio

Streamline your financial record updates with this Evessio-Sage Intacct integration. Whenever a new transaction takes place in Evessio, a corresponding transaction is recorded in Sage Intacct. This process ensures precise and consistent financial data, fostering enhanced customer management.

When this happens...
New Transaction
Triggers when a new transaction is created in an event.
TriggerPolling
automatically do this!
Create Contact
Triggers when a new contact is created.
ActionWrite

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Supported triggers and actions

- Event UUIDRequired
- Detail level
Trigger
Polling
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- Event UUIDRequired
- User Role
- User Status
Trigger
Polling
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- Event UUIDRequired
- Detail level
Trigger
Polling
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- Event UUIDRequired
- Order status
Trigger
Polling
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- Event UUIDRequired
- Date from
- Date to
- Date period days
- Date period type
- Transaction status
- Meta statuses
Trigger
Polling
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- Status
Trigger
Polling
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New Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Trigger
Polling
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- Vendor IDRequired
- Bill Number
- Transaction DateRequired
- Due DateRequired
- Payment Term
- Reference Number
- GL Posting Date
- Transaction Currency
- Base Currency
- Exchange Rate Type
- Exchange Rate Date
- Exchange Rate Value
- Attachments ID
- GL Account NumberRequired
- Transaction AmountRequired
- Description
- Department ID
- Location ID
- Project ID
- Customer ID
- Item ID
- Contract ID
Action
Write
- Customer NameRequired
- Active
- One Time Use
- First Name
- Middle Name
- Last Name
- Primary Contact Name
- Primary Phone Number
- Mobile Phone Number
- Pager
- Fax
- Primary Email Address
- Secondary Email Address
- URL
- Currency
- Address Line 1
- Address Line 2
- City
- State/Province
- ZIP/Postal Code
- Country
- Print As
- Exclude from the company contact list
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

New Event
Triggers when a new event is created.
Trigger
Polling
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- Event UUIDRequired
- Detail level
Trigger
Polling
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- Event UUIDRequired
- Detail level
Trigger
Polling
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- Event UUIDRequired
- Detail level
Trigger
Polling
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- Event UUIDRequired
- Date from
- Date to
- Date period days
- Date period type
- Transaction status
Trigger
Polling
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- State
Trigger
Polling
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- Status
Trigger
Polling
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- Contact NameRequired
- Print AsRequired
- Last Name
- First Name
- Middle Name
- Prefix
- Company Name
- Taxable
- Tax ID
- Contact Tax Group Name
- Active
- Primary Phone Number
- Secondary Phone Number
- Cellular Phone Number
- Pager Number
- Fax Number
- Primary Email Address
- Secondary Email Address
- Primary URL
- Secondary URL
- Address Line 1
- Address Line 2
- City
- State/Province
- ZIP/Postal Code
- Country
Action
Write
- Invoice Number
- Reference Number
- Customer IDRequired
- Due Date
- Payment Term
- Create Draft
- GL Account Number
- AR Account Label
- Offset GL Account Number
- Transaction AmountRequired
- Location ID
- Allocation ID
- Customer ID
- Class ID
- Contract ID
- Department ID
- Employee ID
- Vendor ID
- Warehouse ID
- Project ID
- Item ID
- Memo
- Rev Rec Template ID
- Deferred Revenue GL Account Number
- Rev Rec End Date
- Rev Rec Start Date
- Total Due
- Total Paid
- External ID
- Description
- Bill To Contact
- Ship To Contact
- Summary Record No
- Attachments ID
- Base Currency Code
- Transaction Currency Code
- Exchange Rate Date
- Exchange Rate Type
- Exchange Rate Value
- Transaction Date
- GL Posting Date
- Post to GL?
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 Evessio

Evessio is an events management platform for Awards, Conferences and Exhibitions

Related categories

Event Management

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

Evessio + Sage Intacct

Create new Sage Intacct contacts from new transactions in Evessio

Supported triggers and actions

New Ticket

New User

New Nomination

New or Updated Product

New Transaction

New Contact

New Payment Received (Accounts Receivable)

Create Bill

Create Customer

Find Bill

Find Invoice

New Event

New Custom Product

New Table Booking

New or Updated Ticket

Transaction Updates

New Invoice

New Vendor

Create Contact

Create Invoice

Find Customer

Find Vendor

About Evessio

Related categories

About Sage Intacct

Related categories