Podio + Sage Intacct
Find customers in Sage Intacct for new actions in Podio
Boost your efficiency with this workflow that activates as soon as a new action arises in Podio. It seamlessly searches for the corresponding customer in Sage Intacct, eliminating manual searches and data entry. Enjoy enhanced productivity and accuracy using this streamlined automation process.
Boost your efficiency with this workflow that activates as soon as a new action arises in Podio. It seamlessly searches for the corresponding customer in Sage Intacct, eliminating manual searches and data entry. Enjoy enhanced productivity and accuracy using this streamlined automation process.
- When this happens!
New ActionTriggers when an action happens inside an app which you choose.
TriggerInstantThis event starts a Zap instantly.
- Free forever for core features
- 14 day trial for premium features & apps
OrganizationRequired
WorkspaceRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganizationRequired
WorkspaceRequired
ApplicationRequired
View
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Organization
Triggers when you add a new organization.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganization
Workspace
Application
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganizationRequired
WorkspaceRequired
ApplicationRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganizationRequired
WorkspaceRequired
ApplicationRequired
File Attachment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TextRequired
Description
Due On
Labels
Responsible User
Reminder
Organization
Workspace
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
WorkspaceRequired
ApplicationRequired
Search FieldRequired
Search Field ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
OrganizationRequired
WorkspaceRequired
ApplicationRequired
Field
Action TypeRequired
Include Image Attachments
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrganizationRequired
WorkspaceRequired
ApplicationRequired
View
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganization
Workspace
Application
Label
Responsible User
Status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planAttach ToRequired
FileRequired
Silent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
WorkspaceRequired
TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
WorkspaceRequired
ApplicationRequired
Item to be updatedRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
About Podio
Podio is a collaborative work platform that's perfect for managing projects, teams, and anything else in your business that needs flexible apps that work the way you do.
Related categories
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
Related Zap Templates
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- Create OmniFocus tasks for new tasks on Podio
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- Create WHMCS tickets for new Podio items
- Send Mailgun email for new Podio actions
- Create Podio items when new Mailgun email is opened
- Add new Podio items for new responses on SurveyGizmo
- Add new Disqus comments as Podio tasks
Related Zap Templates
- Create Mailchimp Subscribers via Podio
- Create Podio items for new Facebook Lead Ads leads
- Save new Gravity Forms submissions as Podio items
- Parse Emails into Podio
- Add Contact to Customer List With Email in Google Ads for New Item in Podio
- Turn Google Sheets rows into Podio items
- Create DocuSign signature requests when Podio items are updated
- Create projects in Harvest from new Podio items
- Save new Podio items as Google Contacts contacts
- Send new items on Podio to Google Ads as offline conversions
- Save new Podio actions to Google Sheets as new rows
- Update Google Sheets rows when items are updated in Podio
- Add new Podio items to Google Ads as contacts on your customer list with email
- Create Podio items for new Acuity Scheduling appointments
- Create SendPulse subscribers via Podio
- Send an Email From Gmail to Contacts Who Fill Out Your Podio Form
- Send Slack channel messages for new Podio actions
- Request signatures in SignNow from new Podio activities
- Create OmniFocus tasks for new tasks on Podio
- Create Item in Podio for new lead form entries in Google Ads
- Create Podio items for new Mailchimp subscribers in segments or tags
- Create new Podio item from Wufoo entry
- Add new Podio tasks to Todoist as tasks
- Create Podio items from new or moved Trello cards
- Create WebMerge document merges from new Podio actions
- Add a new Podio item from SurveyMonkey responses
- Send new Podio activities via SMS with Twilio
- Create Podio items for new Freshdesk tickets
- Add a new Repsly form entry to Podio
- Send new emails from SendGrid for new Podio activities
- Create Podio items for new 123FormBuilder submissions
- Create new FreeAgent contacts for new Podio items
- Send Mailgun email for new Podio actions
- Add new Disqus comments as Podio tasks
- Save JotForm submissions as Podio items
- Create Podio items for new SmarterContact contacts.
- Save new Google Calendar events as Podio items
- Create Podio items from new iSpeedToLead lead purchases
- Add contacts to a Google Ads customer list for new items updated on Podio
- Update Podio items with new Jotform submissions
- Create new Podio items via Webhooks
- Send outbound Email alerts for new Podio items
- Save Typeform entires as Podio items
- Add new Podio items to Excel spreadsheet rows
- Send messages via Mobile Text Alerts when new items are added in Podio
- Update conversions in Google Ads when items are updated in Podio
- Update Mailchimp subscribers when new Podio items are updated
- Add new Podio items to a MailerLite group as subscribers
- Send SMS messages for new Podio items
- Add new items to Podio for new submissions on Ninja Forms
- Create Dotloop loops from new Podio actions
- Add items to Podio for new emails on Gmail [Business Gmail Accounts Only]
- Create new Podio items from new RingCentral voicemails
- Create Podio items from new files added to a Google Drive folder
- Create document merges in Formstack Documents from new Podio items
- Log every Phaxio fax you send in Podio
- Send a SMS notification via FireText for new Podio tasks
- Copy new Podio actions as Podio items
- Add new Podio items to FreshBooks as new projects
- Add new Google Contacts to Podio as new items
- Send new articles in a Feedly category to Podio
- Add contacts to Constant Contact from Podio
- Send new Podio tasks to Google Tasks
- Send SMTP emails for new Podio actions
- Send Podio contacts HTML emails from Mailjet
- Create Podio items from new entries on Formidable
- Create Podio items when new Mailgun email is opened
- Save new Podio items as Google Sheets rows
- Create Podio items from new Mojo contacts
- Get Slack notifications for new Podio items
- Add customers to QuickBooks Online for new Podio items
- Add new items to Podio apps from Unbounce form submissions
- Save Mailchimp subscribers as Podio items
- Create detailed events in Google Calendar from new Podio items
- Share new Podio items via Gmail emails
- Add new Podio tasks as ClickUp tasks
- Add Podio entries for new WooCommerce orders
- Create Xero invoices from new items in Podio
- Create Podio items for new OpenPhone messages received
- Add new leads in Google Ads as items in Podio
- Create Podio items for new RingCentral call recordings
- Create new tasks in Motion for every new task in Podio
- Add new BatchLeads properties to Podio as items for seamless management
- Create Podio items from new AWeber subscribers
- Copy items from one Podio application to another
- Create tasks in Podio for every new submission in Jotform
- Create new Podio items from new incoming ClickSend SMS messages
- Create Podio Items from New CallTrackingMetrics Calls
- Add new Podio actions to a Mailchimp list
- Add Podio leads to ActiveCampaign as subscribers
- Copy new Podio items as Podio tasks
- Add new Podio items to FreshBooks as new clients
- Send template Mailchimp Transactional emails when new Podio actions occur
- Save Feedly tagged articles into Podio
- Create new ProjectManager projects from Podio workspaces
- Send emails through SMTP for new Podio items
- Send Office 365 emails from new Podio items
- Add Pinterest board pins to Podio
- Create WHMCS tickets for new Podio items
- Add new Podio items for new responses on SurveyGizmo