Affiliatly + Sage Intacct

Create new Sage Intacct contacts from tracked Affiliatly orders

Streamline your operations with this efficient workflow. The moment a new order is tracked in Affiliatly, the details are immediately recorded as a new contact in Sage Intacct. This real-time data processing eliminates tedious manual entry, giving you more time to focus on managing your customer relationships effectively.

When this happens...
New Order Tracked
Triggers when new order is tracked and associated with an affiliate.
TriggerInstant
automatically do this!
Create Contact
Triggers when a new contact is created.
ActionWrite

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Supported triggers and actions

Updated Affiliate
Triggers when there is an update in the affiliate's data made by the administrator or staff member.
Trigger
Instant
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New Affiliate Registration
Triggers when new affiliate registers for your affiliate program and includes the affiliate's data.
Trigger
Instant
Try It
Marked Payout Affiliate
Triggers when the affiliate's earnings were marked as paid.
Trigger
Instant
Try It
Removed Affiliate
Triggers when an affiliate's account is removed by the administrator or staff member.
Trigger
Instant
Try It
- 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

Updated Order
Triggers when the order's data is edited in the app, manually or automatically.
Trigger
Instant
Try It
New Order Tracked
Triggers when new order is tracked and associated with an affiliate.
Trigger
Instant
Try It
Affiliate Reached Payout
Triggers when the affiliate generated enough earnings and have reached the minimum payout sum.
Trigger
Instant
Try It
- 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 Affiliatly

Affiliatly is an affiliate tracking software for e-commerce store owners.

Related categories

Marketing

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

Track new orders in Affiliatly and create contacts in Sage Intacct

Related Zap Templates

Track new orders in Affiliatly and create contacts in Sage Intacct

Affiliatly + Sage Intacct

Create new Sage Intacct contacts from tracked Affiliatly orders

Supported triggers and actions

Updated Affiliate

New Affiliate Registration

Marked Payout Affiliate

Removed Affiliate

New Invoice

New Vendor

Create Contact

Create Invoice

Find Customer

Find Vendor

Updated Order

New Order Tracked

Affiliate Reached Payout

New Contact

New Payment Received (Accounts Receivable)

Create Bill

Create Customer

Find Bill

Find Invoice

About Affiliatly

Related categories

About Sage Intacct

Related categories

Related Zap Templates

Related Zap Templates