Incentivefox + Sage Intacct

Create new Sage Intacct contacts from new Incentivefox referrals

Stay organized and efficient with this workflow that links your new referrals from Incentivefox to your Sage Intacct contacts. Whenever a new referral is recorded in Incentivefox, a corresponding contact is created in Sage Intacct. This not only removes the need for manual data entry but also ensures that your contact records remain updated and well-managed, providing a seamless operation for handling referral information and contact details.

When this happens...
New Referral
Triggers when someone submits a new referral.
TriggerInstant
automatically do this!
Create Contact
Triggers when a new contact is created.
ActionWrite

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Supported triggers and actions

New Referral
Triggers when someone submits a new referral.
Trigger
Instant
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- Referrer First NameRequired
- Referrer Last NameRequired
- Referrer Email
- Referrer Phone Number
- Referee First NameRequired
- Referee Last NameRequired
- Referee Email Address
- Referee Phone Number
- Referee AddressLine1
- Referee AddressLine2
- Referee City
- Referee State
- Referee Zip Code
- Referrer AddressLine1
- Referrer AddressLine2
- Referrer City
- Referrer State
- Referrer ZipCode
- Source Key
- Salesperson Email
- External Id
- Referral Date
- Notes
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

- DateRequired
- First Name
- Last Name
- AmountRequired
- Phone NumberRequired
- Email Address
- Payment Id
- Full Name
Action
Write
- Referee Unique IdRequired
- Comments
- Salesperson Email Address
- Sales Price
- Reward Amount
Action
Write
- 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 Incentivefox

Incentivefox is the Referral and Rewarding Platform.

Related categories

IT Operations

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 from new Incentivefox referrals

Incentivefox + Sage Intacct

Create new Sage Intacct contacts from new Incentivefox referrals

Supported triggers and actions

New Referral

Referral

New Contact

New Payment Received (Accounts Receivable)

Create Bill

Create Customer

Find Bill

Find Invoice

Loyalty

Referral Reward

New Invoice

New Vendor

Create Contact

Create Invoice

Find Customer

Find Vendor

About Incentivefox

Related categories

About Sage Intacct

Related categories

Related Zap Templates

Related Zap Templates