Class Manager + Sage Intacct

Create new Sage Intacct contacts when new customers are created in Class Manager

Effortlessly manage your customer contacts with this efficient workflow between Class Manager and Sage Intacct. As soon as a new customer is added in Class Manager, the workflow springs into action, creating an equivalent contact in Sage Intacct immediately. This process not only helps in maintaining consistent data but also saves precious time, allowing you to focus on nurturing customer relationships.

When this happens...
Customer Created
Triggers when there's a new customer.
TriggerInstant
automatically do this!
Create Contact
Triggers when a new contact is created.
ActionWrite

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Supported triggers and actions

Payg Booked
Triggers when Pay as you go is booked.
Trigger
Instant
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Customer Created
Triggers when there's a new customer.
Trigger
Instant
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Leads Created
Trigger event when leads lesson is created
Trigger
Instant
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Payment Created
Triggers when customer makes payment.
Trigger
Instant
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Customer Deleting
Triggers when customer is deleting.
Trigger
Instant
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Order Deleting
Triggers when order is deleting.
Trigger
Instant
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Student Deleting
Triggers when student is deleting.
Trigger
Instant
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Invoice Updated
Triggers when invoice is updated.
Trigger
Instant
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Student Updated
Triggers when student is updated.
Trigger
Instant
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- Status
Trigger
Polling
Try It
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

Trial Lesson Booked
Triggers when trial lesson is booked.
Trigger
Instant
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Invoice Created
Triggers when invoice is created.
Trigger
Instant
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Order Created
Triggers when order is created.
Trigger
Instant
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Student Created
Triggers when there's a new student.
Trigger
Instant
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Invoice Deleting
Triggers when invoice is deleting.
Trigger
Instant
Try It
Payment Deleting
Triggers when payment is deleting.
Trigger
Instant
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Customer Updated
Triggers when customer is updated.
Trigger
Instant
Try It
Order Updated
Triggers when order is updated.
Trigger
Instant
Try It
Trial Lesson Updated
Triggers when trial lesson is updated.
Trigger
Instant
Try It
- State
Trigger
Polling
Try It
- Status
Trigger
Polling
Try It
- 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 Class Manager

Manage your class based business with ease. All your data, marketing and finances in one place

Related categories

CRM (Customer Relationship 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

Related Zap Templates

Create new Sage Intacct contacts for every new customer in Class Manager

Related Zap Templates

Create new Sage Intacct contacts for every new customer in Class Manager

Class Manager + Sage Intacct

Create new Sage Intacct contacts when new customers are created in Class Manager

Supported triggers and actions

Payg Booked

Customer Created

Leads Created

Payment Created

Customer Deleting

Order Deleting

Student Deleting

Invoice Updated

Student Updated

New Contact

New Payment Received (Accounts Receivable)

Create Bill

Create Customer

Find Bill

Find Invoice

Trial Lesson Booked

Invoice Created

Order Created

Student Created

Invoice Deleting

Payment Deleting

Customer Updated

Order Updated

Trial Lesson Updated

New Invoice

New Vendor

Create Contact

Create Invoice

Find Customer

Find Vendor

About Class Manager

Related categories

About Sage Intacct

Related categories

Related Zap Templates

Related Zap Templates