Sage Intacct + SQL Server

Create contacts in Sage Intacct from new rows based on a custom query in SQL Server

Ensure your business contacts are always up to date with this streamlined automation. When a new row is added in your SQL Server, it will trigger a workflow that creates a contact instantly in your Sage Intacct. This seamless workflow helps you maintain an accurate contact database across your key platforms without manual intervention, enhancing your business efficiency.

When this happens...
New Row (Custom Query)
Triggers when new rows are returned from a custom query that you provide. Advanced Users Only.
TriggerPolling
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Create Contact
Triggers when a new contact is created.
ActionWrite

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Supported triggers and actions

- Table/ViewRequired
Trigger
Polling
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- QueryRequired
Trigger
Polling
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- Table/ViewRequired
- Primary KeyRequired
- Order ByRequired
- Trigger Column
Trigger
Polling
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- Disclaimer Copy
- QueryRequired
Action
Write
- TableRequired
- ID ColumnRequired
Action
Write

- QueryRequired
Action
Search
- Status
Trigger
Polling
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New Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Trigger
Polling
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- 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

- Table/ViewRequired
- Order By
- Dedupe Key
Trigger
Polling
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New Table
Triggers when you add a new table.
Trigger
Polling
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- QueryRequired
Trigger
Polling
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- TableRequired
Action
Write
- TableRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search
- QueryRequired
Action
Search
- State
Trigger
Polling
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- 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

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

About SQL Server

SQL server (or MS SQL) is a top of the line database geared for the cloud

Learn more

Related categories

Databases

Sage Intacct + SQL Server

Create contacts in Sage Intacct from new rows based on a custom query in SQL Server

Supported triggers and actions

New Column

New Row (Custom Query)

New or Updated Row

Create Custom Query

Update Row

Find Multiple Rows via Custom Query

New Contact

New Payment Received (Accounts Receivable)

Create Bill

Create Customer

Find Bill

Find Invoice

New Row

New Table

New or Updated Row (Custom Query)

New Row

Find Row

Find Row via Custom Query

New Invoice

New Vendor

Create Contact

Create Invoice

Find Customer

Find Vendor

About Sage Intacct

Related categories

About SQL Server

Related categories

Similar apps

MySQL

PostgreSQL

Firebase / Firestore

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