intelliHR + Sage Intacct

Create new Sage Intacct contacts from new intelliHR persons

Easily keep your personnel and contact information updated with this workflow. When a new person is added in intelliHR, it immediately creates a corresponding contact in Sage Intacct. This process ensures all your databases are up-to-date, eliminating the need for manual input, thereby reducing the risk of errors, saving your time and promoting smooth business operations.

When this happens...
New Person
Triggers when a new person is created.
TriggerInstant
automatically do this!
Create Contact
Triggers when a new contact is created.
ActionWrite

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Supported triggers and actions

Job Remuneration Update Scheduled
Triggers when a Job Remuneration update is scheduled via the job update screen.
Trigger
Instant
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New Job
Triggers when a new Job is created.
Trigger
Instant
Try It
New Training
Triggers when a new training record is created.
Trigger
Instant
Try It
- Company Start DateRequired
- Company End Date
- Job TitleRequired
- Person Description
- ID
- Name
- Primary Email Address
- Employee Number
- Auto Incrementing intelliHR ID
- Business Entity Description
- ID
- Name
- Legal Name
- Number
- Business Unit Description
- ID
- Name
- Location Description
- ID
- Name
- Address
- Supervisor Person Description
- ID
- Name
- Primary Email Address
- Employee Number
- Auto Incrementing intelliHR ID
- Supervisor Job Description
- ID
- Name
- Work Type Description
- ID
- Name
- Work Class Description
- ID
- Name
- Pay Grade Description
- ID
- Code
- Name
- FTE
- Recruitment Source Description
- ID
- Name
- Recruitment Cost
- Recruitment Currency
- Type
- Pay Cycle
- Currency
- Hours Per Cycle
- Base Annual Salary
- Base Hourly Rate
- Additions To Base Description
- Additions To Base Names
- Additions To Base Types
- Additions To Base Values
- Additions To Base Currencies
- Additions To Base Default Remuneration Component Ids
- Additions To Base Default Remuneration Component Names
- Additions To Total Description
- Additions To Total Names
- Additions To Total Types
- Additions To Total Values
- Additions To Total Currencies
- Additions To Total Default Remuneration Component Ids
- Additions To Total Default Remuneration Component Names
- Breakdowns Description
- Breakdowns Names
- Breakdowns Types
- Breakdowns Values
- Breakdowns Currencies
- Breakdowns Default Remuneration Component Ids
- Breakdowns Default Remuneration Component Names
- Employment Condition Description
- ID
- Name
- Award Name
Action
Write
- Employee Number
- First Name
- Preferred Name
- Middle Name
- Last NameRequired
- Primary Email Address
- Primary Phone Number
- Gender
- Date of Birth
- Emergency Contact Email
- Emergency Contact Name
- Emergency Contact Phone Number
- Emergency Contact Relationship
- User Description
- Is Enabled
- Username
- Send Welcome Email
Action
Write

- Completion DateRequired
- NameRequired
- Person Description
- ID
- Name
- Primary Email Address
- Employee Number
- Auto Incrementing intelliHR ID
- Job ID
- Coordinator Person Description
- ID
- Name
- Primary Email Address
- Employee Number
- Auto Incrementing intelliHR ID
- Provider Description
- ID
- Name
- Type Description
- ID
- Name
- Hours
- Cost
- Currency
Action
Write
- Job Record Search Description
- Job ID
- Position Title
- Person ID
- Person Name
- Primary Email
- Employee Number
- Auto Incrementing intelliHR ID
- End Date
- Should Not Finalise End Date
- Should Retain User Account
- Turnover Type
- Turnover Reason
Action
Write

- Job Record Search Description
- Job ID
- Position Title
- Person ID
- Person Name
- Primary Email
- Employee Number
- Auto Incrementing intelliHR ID
- Effective FromRequired
- Effective To
- Business Entity Description
- ID
- Name
- Legal Name
- Number
- Business Unit Description
- ID
- Name
- Position Title
- Location Description
- ID
- Name
- Address
- Work Type Description
- ID
- Name
- Work Class Description
- ID
- Name
- FTE
- Pay Grade Description
- ID
- Code
- Name
- Supervisor Person Description
- ID
- Name
- Primary Email Address
- Employee Number
- Auto Incrementing intelliHR ID
- Supervisor Job Description
- ID
- Name
- Type
- Pay Cycle
- Currency
- Hours Per Cycle
- Base Annual Salary
- Base Hourly Rate
- Additions To Base Description
- Additions To Base Names
- Additions To Base Types
- Additions To Base Values
- Additions To Base Currencies
- Additions To Base Default Remuneration Component Ids
- Additions To Base Default Remuneration Component Names
- Additions To Total Description
- Additions To Total Names
- Additions To Total Types
- Additions To Total Values
- Additions To Total Currencies
- Additions To Total Default Remuneration Component Ids
- Additions To Total Default Remuneration Component Names
- Breakdowns Description
- Breakdowns Names
- Breakdowns Types
- Breakdowns Values
- Breakdowns Currencies
- Breakdowns Default Remuneration Component Ids
- Breakdowns Default Remuneration Component Names
- Employment Condition Description
- ID
- Name
- Award Name
Action
Write
- User IDRequired
- Username
- Is Enabled
Action
Write
- Person Description
- ID
- Name
- Primary Email Address
- Employee Number
- Auto Incrementing intelliHR ID
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

Job Update Scheduled
Triggers when a new Job update is scheduled via the job update screen.
Trigger
Instant
Try It
New Person
Triggers when a new person is created.
Trigger
Instant
Try It
- Identifier
- Business Unit NameRequired
- Notes
- Parent ID
- Is Enabled
Action
Write
- NameRequired
- Address
- parentId
Action
Write
- Person Description
- ID
- Name
- Primary Email Address
- Employee Number
- Auto Incrementing intelliHR ID
- FileRequired
Action
Write
- User Copy
- UsernameRequired
- Is Enabled
- Person Description
- ID
- Name
- Primary Email Address
- Employee Number
- Auto Incrementing intelliHR ID
Action
Write
- Business Unit Description
- ID
- Identifier
- Name
- Identifier
- Business Unit NameRequired
- Notes
- Parent ID
- Is Enabled
Action
Write
- Person Description
- ID
- Name
- Primary Email Address
- Employee Number
- Auto Incrementing intelliHR ID
- First Name
- Middle Name
- Last Name
- Preferred Name
- Date of Birth
- Gender
- Employee Number
- Title
- Emergency Contact Email
- Emergency Contact Name
- Emergency Contact Phone Number
- Emergency Contact Relationship
- Email Addresses Description
- Email Addresses Email
- Email Addresses Is Personal
- Email Addresses Is Primary
- Phone Numbers Description
- Phone Numbers
- Phone Numbers Is Personal
- Phone Numbers Is Primary
- Addresses Description
- Address Types
- Full Addresses
- Countries
- Postcodes
- States
- Streets
- Suburbs
Action
Write
- Field to SearchRequired
- Value to Search ForRequired
Action
Search
- 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 intelliHR

All-in-one people management system with configurable HR automation and analytics

Related categories

HR Talent & Recruitment

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 intelliHR persons

intelliHR + Sage Intacct

Create new Sage Intacct contacts from new intelliHR persons

Supported triggers and actions

Job Remuneration Update Scheduled

New Job

New Training

Create Job

Create Person

Create Training

Set Job End Date

Update Job

Update User

Find Person

New Invoice

New Vendor

Create Contact

Create Invoice

Find Customer

Find Vendor

Job Update Scheduled

New Person

Create Business Unit

Create Location

Upload Person Document

Create User

Update Business Unit

Update Person

Find Job

New Contact

New Payment Received (Accounts Receivable)

Create Bill

Create Customer

Find Bill

Find Invoice

About intelliHR

Related categories

About Sage Intacct

Related categories

Related Zap Templates

Related Zap Templates