KickoffLabs + Sage Intacct

Create new Sage Intacct contacts when leads are tagged in KickoffLabs

When a new lead is tagged in KickoffLabs, this automation will immediately create a contact in your Sage Intacct app. By streamlining your lead handling process, it ensures that every potential customer in KickoffLabs is brought directly to your attention in Sage Intacct, eliminating any manual data entry. This workflow aids in maintaining an organized and efficient customer relationship management.

When this happens...
Lead Tagged
Triggers when a Lead Tag has been applied to a lead.
TriggerInstant
automatically do this!
Create Contact
Triggers when a new contact is created.
ActionWrite

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Supported triggers and actions

Lead Marked as Fraudulet
Triggers when KickoffLabs has scanned and marked a lead as fraudulent.
Trigger
Instant
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Lead Reward Level Reached
Triggers when a lead achieves a reward level in your campaign.
Trigger
Instant
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Lead Tagged
Triggers when a Lead Tag has been applied to a lead.
Trigger
Instant
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New Lead
Triggers when a new lead is added to your campaign.
Trigger
Instant
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- Lead EmailRequired
Action
Write

Get Campaign Stats
This will return some of your campaign stats.
Action
Write
- Lead EmailRequired
- Campaign Action
Action
Write

- Lead EmailRequired
- Tag IDRequired
Action
Write
- Lead Email(s)Required
Action
Write
- Lead Email(s)Required
Action
Write
- Lead Email
- Lead Parent Social ID
- Lead EmailRequired
- Lead Phone Number
- Lead First Name
- Lead Last Name
- Lead IP
- Lead Bonus Points
Action
Search or write
- State
Trigger
Polling
Try It
- 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

Lead Generated a Referral
Triggers when a lead gets another lead to signup for your campaign.
Trigger
Instant
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Lead Score Change
Triggers when a leads score changes.
Trigger
Instant
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Lead Marked as Verified
Triggers when a lead clicks on a verification link.
Trigger
Instant
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- Lead EmailRequired
- Lead Phone Number
- Lead First Name
- Lead Last Name
- Lead Parent Social ID
- Lead IP
- Lead Bonus Points
Action
Write
- Lead EmailRequired
Action
Write
- Lead EmailRequired
Action
Write
- Lead EmailRequired
- PointsRequired
- MessageRequired
Action
Write
- Lead EmailRequired
- Tag IDRequired
Action
Write
- Lead Email(s)Required
Action
Write
- Lead Email
- Social ID
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 KickoffLabs

KickoffLabs allows you to create giveaway campaigns in minutes!

Related categories

Forms & Surveys

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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 newly tagged leads in KickoffLabs

Tag new KickoffLabs leads and create contacts in Sage Intacct

KickoffLabs + Sage Intacct

Create new Sage Intacct contacts when leads are tagged in KickoffLabs

Lead Marked as Fraudulet

Lead Reward Level Reached

Lead Tagged

New Lead

Approve Lead(s)

Get Campaign Stats

Action - Mark as Complete for Lead

Tag Lead

Remove Lead(s) From Leaderboard

Add Lead(s) Back to Leaderboard

Find or Add a Lead

New Invoice

New Vendor

Create Contact

Create Invoice

Find Customer

Find Vendor

Lead Generated a Referral

Lead Score Change

Lead Marked as Verified

Add or Update Lead

Block Lead(s)

Delete Lead(s)

Add Points to Lead

Tag Lead Parent

Verify Lead(s)

Find Lead by Email

New Contact

New Payment Received (Accounts Receivable)

Create Bill

Create Customer

Find Bill

Find Invoice

About KickoffLabs

Related categories

Similar apps

Zapier Interfaces

About Sage Intacct

Related categories

Related Zap Templates

Related Zap Templates