Printavo + Sage Intacct

Create new Sage Intacct contacts from new Printavo customers

This workflow simplifies your customer management process. As soon as a new customer is added in Printavo, their contact is immediately created in Sage Intacct. This automatic process not only saves time, but ensures consistency in your record-keeping and enhances your ability to cultivate customer relationships. Experience seamless tracking of all your Printavo customers in Sage Intacct with this workflow.

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

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Supported triggers and actions

- Delivery Method IDRequired
Trigger
Polling
Try It
New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
New Inquiry
Triggers when a new inquiry is created.
Trigger
Polling
Try It
New Quote/Invoice
Triggers when a new order is created.
Trigger
Polling
Try It
New Payment
Triggers when a new payment is created.
Trigger
Polling
Try It

New User
Triggers when a new user is created.
Trigger
Polling
Try It
- First NameRequired
- Last Name
- Email
- Company
- Phone
- Notes
- Fax
- Tax Resale Number
- Billing Address - Address 1
- Billing Address - Address 2
- Billing Address - City
- Billing Address - State
- Billing Address - Zip
- Billing Address - Country
- Shipping Address - Address 1
- Shipping Address - Address 2
- Shipping Address - City
- Shipping Address - State
- Shipping Address - Zip
- Shipping Address - Country
Action
Write

- AmountRequired
- DescriptionRequired
- Transaction DateRequired
- Details
- Order Id
Action
Write
- Customer NameRequired
- Description
- Customer Phone
- Customer Email
Action
Write
- OrderRequired
- AmountRequired
- DescriptionRequired
- Transaction DateRequired
- Details
Action
Write
- Order IDRequired
- AmountRequired
- Category
- Description
- Transaction Date
Action
Write
- Order IdRequired
- Invoice StatusRequired
- CustomerRequired
- UserRequired
Action
Write
- Delivery Method IDRequired
Action
Search
- Email
- First NameRequired
- Last Name
- Company
- Phone
- Notes
- Fax
- Tax Resale Number
- Billing Address - Address 1
- Billing Address - Address 2
- Billing Address - City
- Billing Address - State
- Billing Address - Zip
- Billing Address - Country
- Shipping Address - Address 1
- Shipping Address - Address 2
- Shipping Address - City
- Shipping Address - State
- Shipping Address - Zip
- Shipping Address - Country
Action
Search or write
- 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 Category
Triggers when a new category is created.
Trigger
Polling
Try It
New Expense
Triggers when a new expense is created.
Trigger
Polling
Try It
New Invoice Status
Triggers when a new invoice status is created.
Trigger
Polling
Try It
New Payment Term
Triggers when a new payment term is created.
Trigger
Polling
Try It
New Task
Triggers when a new task is created.
Trigger
Polling
Try It
Updated Quote/Invoice
Triggers when an order is updated.
Trigger
Polling
Try It
- CompanyRequired
- First Name
- Last Name
- Email
- Phone
- Notes
- Fax
- Tax Resale Number
- Billing Address - Address 1
- Billing Address - Address 2
- Billing Address - City
- Billing Address - State
- Billing Address - Zip
- Billing Address - Country
- Shipping Address - Address 1
- Shipping Address - Address 2
- Shipping Address - City
- Shipping Address - State
- Shipping Address - Zip
- Shipping Address - Country
Action
Write
- AmountRequired
- DescriptionRequired
- Transaction DateRequired
- Order Id
Action
Write
- UserRequired
- Category
- Item #
- Color
- 6m
- 12m
- 18m
- 24m
- 2t
- 3t
- 4t
- 5t
- Youth XS
- Youth S
- Youth M
- Youth L
- Youth XL
- XS
- S
- M
- L
- XL
- 2xl
- 3XL
- 4XL
- 5XL
- 6XL
- PriceRequired
- General Quantity
- Description
- Shipping Company Name
- Shipping Customer Name
- Billing Company Name
- Billing Customer Name
- Nickname
- Customer Due DateRequired
- CustomerRequired
- Invoice StatusRequired
- Production Due DateRequired
- Invoice Date
- Payment Term
- Payment Due Date
- Shipping Address 1
- Shipping Address 2
- Shipping City
- Shipping State
- Shipping Zip
- Billing Address 1
- Billing Address 2
- Billing City
- Billing State
- Billing Zip
- Notes
- Production Notes
- Sales Tax
Action
Write
- Order
- AmountRequired
- DescriptionRequired
- Transaction DateRequired
Action
Write
- Order Id
- Assigned User
- Due DateRequired
- Name
Action
Write
- Email Address
Action
Search
- Quote/Invoice IDRequired
Action
Search
- Quote/Invoice IDRequired
- User IDRequired
- Line Items
- Customer IDRequired
- Orderstatus IDRequired
- Production Due DateRequired
- Customer Due Date DateRequired
- Notes
- Production Notes
- Sales Tax
Action
Search or write
- 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 Printavo

Printavo is a simple tool for print, embroidery, promotional, digital, large format and sign shops to manage their business.

Learn more

Related categories

Printing

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

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Create new Sage Intacct contacts from new Printavo customers

Printavo + Sage Intacct

Create new Sage Intacct contacts from new Printavo customers

Find Delivery Method

New Customer

New Inquiry

New Quote/Invoice

New Payment

New User

Create Customer

Create Expense

Create Inquiry

Create Payment

Create Payment V2

Update Quote/Invoice Status

Find Delivery Method

Find or Create Customer

New Contact

New Payment Received (Accounts Receivable)

Create Bill

Create Customer

Find Bill

Find Invoice

New Category

New Expense

New Invoice Status

New Payment Term

New Task

Updated Quote/Invoice

Create Customer

Create Expense

Create Quote/Invoice

Create Payment

Create Task

Find Customer

Find Quote/Invoice

Find or Create Quote/Invoice

New Invoice

New Vendor

Create Contact

Create Invoice

Find Customer

Find Vendor

About Printavo

Related categories

About Sage Intacct

Related categories

Related Zap Templates

Related Zap Templates