Lodgify + Sage Intacct

Create new contacts in Sage Intacct for every new booked booking in Lodgify

When a new booking is finalized in Lodgify, streamline your workflow by creating a new contact in Sage Intacct simultaneously. This automation saves valuable time by adding your freshly booked guests to your Sage Intacct contact list, ensuring all client information is up-to-date and consolidated in one place. Make your lodging business operations more efficient and effortlessly maintain comprehensive contact records with this integration.

When this happens...
New Booked Booking
Triggers when a new Booked Booking is created.
TriggerInstant
automatically do this!
Create Contact
Triggers when a new contact is created.
ActionWrite

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Supported triggers and actions

Booking Change
Triggers when a Booking is updated.
Trigger
Instant
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New Booked Booking
Triggers when a new Booked Booking is created.
Trigger
Instant
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Booking Status Changed to Declined
Triggers when a Booking status changes to Declined.
Trigger
Instant
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Booking Status Changed to Tentative
Triggers when a Booking status changes to Tentative.
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

New Booking
Triggers when a new Booking is created.
Trigger
Instant
Try It
Booking Status Changed to Booked
Triggers when a Booking status changes to Booked.
Trigger
Instant
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Booking Status Changed to Open
Triggers when a Booking status changes to Open.
Trigger
Instant
Try It
Message Received in Thread
Triggers when a new guest message is received in a thread.
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

About Lodgify

Lodgify is a vacation rental software that allows vacation rental managers to create their own website and accept online bookings.

Learn more

Related categories

Scheduling & Booking

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

Create new contacts in Sage Intacct when bookings are updated to booked status in Lodgify

Lodgify + Sage Intacct

Create new contacts in Sage Intacct for every new booked booking in Lodgify

Supported triggers and actions

Booking Change

New Booked Booking

Booking Status Changed to Declined

Booking Status Changed to Tentative

New Contact

New Payment Received (Accounts Receivable)

Create Bill

Create Customer

Find Bill

Find Invoice

New Booking

Booking Status Changed to Booked

Booking Status Changed to Open

Message Received in Thread

New Invoice

New Vendor

Create Contact

Create Invoice

Find Customer

Find Vendor

About Lodgify

Related categories

About Sage Intacct

Related categories

Related Zap Templates

Related Zap Templates