Gift Up! + Sage Intacct

Create Sage Intacct contacts from new Gift Up! gift cards

Simplify your gift card management process with this handy workflow. Whenever a new gift card is issued in the Gift Up! app, it instantly creates a new contact in your Sage Intacct system. This automation helps to keep your customer and financial records up to date, saving you time and minimizing manual data entry.

When this happens...
New Gift Card
Trigger when a new gift card is created.
TriggerInstant
automatically do this!
Create Contact
Triggers when a new contact is created.
ActionWrite

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Supported triggers and actions

- Test ModeRequired
Trigger
Instant
Try It
- Test ModeRequired
Trigger
Instant
Try It
- QuantityRequired
- Name
- Item
- Gift Card Code
- PriceRequired
- ValueRequired
- Order revenue
- Purchaser EmailRequired
- Purchaser NameRequired
- Recipient Name
- Recipient Email
- Message
- Scheduled For
- Disable All Emails
- Order Date
- Test ModeRequired
Action
Write
- CodeRequired
- Test ModeRequired
Action
Search
- 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

- Test ModeRequired
Trigger
Instant
Try It
- Test ModeRequired
Trigger
Instant
Try It
- CodeRequired
- AmountRequired
- Test ModeRequired
Action
Write
- Status
Trigger
Polling
Try It
New Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Trigger
Polling
Try It
- 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

About Gift Up!

Gift Up! is a digital gift card system for your website or Facebook page.

Learn more

Related categories

eCommerce

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 when gift cards are redeemed in gift up

Create new Sage Intacct contacts each time there are new Gift Up! orders

Gift Up! + Sage Intacct

Create Sage Intacct contacts from new Gift Up! gift cards

Supported triggers and actions

New Gift Card

Gift Card Updated

Create Order

Find Gift Card

New Invoice

New Vendor

Create Contact

Create Invoice

Find Customer

Find Vendor

Gift Card Redeemed

New Order

Redeem Gift Card

New Contact

New Payment Received (Accounts Receivable)

Create Bill

Create Customer

Find Bill

Find Invoice

About Gift Up!

Related categories

About Sage Intacct

Related categories

Related Zap Templates

Related Zap Templates