Flodesk + Sage Intacct

Add new Flodesk subscribers to Sage Intacct as contacts

Keep your customer information in sync between Flodesk and Sage Intacct with this workflow. As soon as a new subscriber is added to a segment in Flodesk, it simultaneously creates a contact in Sage Intacct. This streamlines your process, ensuring you easily maintain up-to-date contact information across both platforms. A must-use tool for effective and organized customer management.

When this happens...
Subscriber Added to Segment
Triggers when a subscriber is added to a segment.
TriggerInstant
automatically do this!
Create Contact
Triggers when a new contact is created.
ActionWrite

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Supported triggers and actions

- SegmentRequired
Trigger
Instant
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Subscriber Unsubscribed
Triggers when a subscriber is unsubscribed.
Trigger
Instant
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- EmailRequired
- WorkflowRequired
Action
Write
- EmailRequired
- SegmentRequired
Action
Write
- EmailRequired
Action
Write

- Status
Trigger
Polling
Try It
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

Subscriber Created
Triggers when a new subscriber is created.
Trigger
Instant
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- EmailRequired
- SegmentRequired
Action
Write
- SegmentRequired
- EmailRequired
- First Name
- Last Name
- Double opt-in
Action
Write
- EmailRequired
- WorkflowRequired
Action
Write
- EmailRequired
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

About Flodesk

Beginners and experts use Flodesk to create stunning emails that grow their business. Meet the most intuitive way to send emails and build workflows that convert.

Learn more

Related categories

Email Newsletters

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

Flodesk + Sage Intacct

Add new Flodesk subscribers to Sage Intacct as contacts

Supported triggers and actions

Subscriber Added to Segment

Subscriber Unsubscribed

Add Existing Subscriber to Workflow

Remove Existing Subscriber From Segment

Unsubscribe Subscriber

New Contact

New Payment Received (Accounts Receivable)

Create Bill

Create Customer

Find Bill

Find Invoice

Subscriber Created

Add Existing Subscriber to Segment

Create/Update Subscriber

Remove Existing Subscriber From Workflow

Find a Subscriber by Email Address

New Invoice

New Vendor

Create Contact

Create Invoice

Find Customer

Find Vendor

About Flodesk

Related categories

About Sage Intacct

Related categories

Related Zap Templates

Related Zap Templates