Planning Pod + Sage Intacct

Create contacts in Sage Intacct for new invoices in Planning Pod

Keep your financial records up-to-date with this easy automation. When a fresh invoice is created in Planning Pod, a corresponding invoice will also be produced in Sage Intacct. This ensures that your accounting records remain current, cuts back on manual data entry, and limits potential errors. Enjoy smooth and efficient business operations with this straightforward solution.

Keep your financial records up-to-date with this easy automation. When a fresh invoice is created in Planning Pod, a corresponding invoice will also be produced in Sage Intacct. This ensures that your accounting records remain current, cuts back on manual data entry, and limits potential errors. Enjoy smooth and efficient business operations with this straightforward solution.

  1. When this happens...
    Planning PodPlanning Pod
    New Invoice

    Triggers when a new invoice is created.

    TriggerPolling
  2. automatically do this!
    Sage IntacctSage Intacct
    Create Contact

    Triggers when a new contact is created.

    ActionWrite
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Supported triggers and actions

planning-pod logo
planning-pod logo

About Planning Pod

Planning Pod is an event management platform designed for event venues and planning professionals to keep you and your team organized and to centralize your event details.

Related categories

  • Event Management
sage-intacct logo
sage-intacct logo

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