Sage Intacct + Survey Booker

Create new Sage Intacct contacts from new terms in Survey Booker

When a new term is added in Survey Booker, maintain the efficiency of your contact management process with this automated workflow. Immediately, it will create a new contact in Sage Intacct, saving you time and ensuring your records stay up-to-date. Better manage your stakeholder communication by keeping your owner list updated without manual intervention.

When this happens...
New Terms
Triggers when all parties have signed e-terms and they are uploaded to Survey Booker.
TriggerPolling
automatically do this!
Create Contact
Triggers when a new contact is created.
ActionWrite

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Supported triggers and actions

Customer Resubscribes to Marketing Email
Triggers when a customer opts back in to marketing emails.
Trigger
Polling
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Estimated Report Date Rescheduled
Triggers when the estimated report date is rescheduled on Survey Booker.
Trigger
Polling
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Inspection Date Rescheduled
Triggers when the inspection date has been rescheduled on Survey Booker.
Trigger
Polling
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New Customer
Triggers when a new unique customer is added to Survey Booker. Add new customer details to other apps.
Trigger
Polling
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New Review
Triggers when a customer has left a new review on Survey Booker.
Trigger
Polling
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Report Uploaded
Triggers when the report has been uploaded to Survey Booker.
Trigger
Polling
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- 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

Customer Unsubscribed From Email
Triggers when a customer unsubscribes from a lead nurture email.
Trigger
Polling
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Estimated Report Date Set
Triggers when the estimated report date has been set on Survey Booker.
Trigger
Polling
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Inspection Date Set
Triggers when the inspection date is set on Survey Booker. Get survey details when inspection date is set.
Trigger
Polling
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New Payment
Triggers when a new payment is received.
Trigger
Polling
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New Terms
Triggers when all parties have signed e-terms and they are uploaded to Survey Booker.
Trigger
Polling
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Survey Assigned to Surveyor
Triggers when a surveyor is assigned to a survey ID.
Trigger
Polling
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- 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 Survey Booker

Survey Booker is the CRM system for Surveyors to help you grow sales, save time and manage your customers.

Related categories

Sales & CRM

Related Zap Templates

Create new Sage Intacct contacts from new Survey Booker terms

Related Zap Templates

Create new Sage Intacct contacts from new Survey Booker terms

Sage Intacct + Survey Booker

Create new Sage Intacct contacts from new terms in Survey Booker

Supported triggers and actions

Customer Resubscribes to Marketing Email

Estimated Report Date Rescheduled

Inspection Date Rescheduled

New Customer

New Review

Report Uploaded

New Contact

New Payment Received (Accounts Receivable)

Create Bill

Create Customer

Find Bill

Find Invoice

Customer Unsubscribed From Email

Estimated Report Date Set

Inspection Date Set

New Payment

New Terms

Survey Assigned to Surveyor

New Invoice

New Vendor

Create Contact

Create Invoice

Find Customer

Find Vendor

About Sage Intacct

Related categories

About Survey Booker

Related categories

Related Zap Templates

Related Zap Templates