Booqable + Sage Intacct

Create new Sage Intacct contacts when there are new customers in Booqable

Gain an easier way to manage your new customers from Booqable in Sage Intacct. With this workflow, each time you add a new customer in Booqable, a new contact is directly created in Sage Intacct. It simplifies client management and ensures that all your customer information stays structured and easy to find. Enhance your customer management process and save time on manual entry with this efficient automation.

When this happens...
New Customer
Triggers when a new customer is added.
TriggerInstant
automatically do this!
Create Contact
Triggers when a new contact is created.
ActionWrite

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Supported triggers and actions

Completed Payment
Triggers when a payment is completed.
Trigger
Instant
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Finalize Invoice
Triggers when an invoice is finalized.
Trigger
Instant
Try It
Started Order
Triggers when an order is started.
Trigger
Instant
Try It
Updated Order
Triggers when an order is updated.
Trigger
Instant
Try It
- IDRequired
Action
Write

- Customer IDRequired
Action
Search
- Order IDRequired
Action
Search

- 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

New Customer
Triggers when a new customer is added.
Trigger
Instant
Try It
Reserved Order
Triggers when an order is reserved.
Trigger
Instant
Try It
Stopped Order
Triggers when an order is stopped.
Trigger
Instant
Try It
- NameRequired
- Email
- Phone
- Discount percentage
Action
Write
- IDRequired
- NameRequired
- Email
- Phone
- Discount percentage
Action
Write
- Customer name or emailRequired
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 Booqable

Booqable is cloud-based rental software to manage your business and accept online bookings.

Learn more

Related categories

CRM (Customer Relationship Management)

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

Booqable + Sage Intacct

Create new Sage Intacct contacts when there are new customers in Booqable

Supported triggers and actions

Completed Payment

Finalize Invoice

Started Order

Updated Order

Delete Customer

Find Customer - By ID

Find Order - By ID

New Invoice

New Vendor

Create Contact

Create Invoice

Find Customer

Find Vendor

New Customer

Reserved Order

Stopped Order

Create Customer

Update Customer

Find Customer - By Name or Email

New Contact

New Payment Received (Accounts Receivable)

Create Bill

Create Customer

Find Bill

Find Invoice

About Booqable

Related categories

Similar apps

Zapier Interfaces

About Sage Intacct

Related categories

Related Zap Templates

Related Zap Templates