Sage Intacct + Salesforce
Create customers in Sage Intacct from new records in Salesforce
Make your workflow more efficient by instantly creating a new customer record in Sage Intacct when a new record is added in Salesforce. This automation saves you valuable time, allowing your focus to remain on retaining customers and growing your business. Use the same terms consistently to streamline your processes. It's perfect for businesses looking to optimize their customer handling process.
Make your workflow more efficient by instantly creating a new customer record in Sage Intacct when a new record is added in Salesforce. This automation saves you valuable time, allowing your focus to remain on retaining customers and growing your business. Use the same terms consistently to streamline your processes. It's perfect for businesses looking to optimize their customer handling process.
- When this happens...
New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create CustomerFinds a customer based on search criteria.
ActionWriteCreate a new record or update an existing record in your app.
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New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
RecordRequired
FileRequired
VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Path after /services/apexrest/Required
HTTP methodRequired
Query parameters
Extra headers
Request body
Timeout
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Salesforce ObjectRequired
Description
Attachment visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Title
Description
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note
Salesforce ObjectRequired
Note Visibility
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ReportRequired
Include details
Number of custom filters
Row groupings
Column groupings
Summary calculations
Detail columns
Sort order
Report format
Advanced report options
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE clauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planVendor 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Bill
Finds a bill based on a search criteria.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Invoice
Finds a invoice based on a search criteria.
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
Record (Optional)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Disclaimer
Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCampaignRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
AccountRequired
Opportunity
Create new opportunity?
Converted StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note ContentRequired
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Warning
Salesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
CC
BCC
SubjectRequired
Email FormatRequired
Sender TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Query TypeRequired
Include Deleted Records
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundContact 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Customer
Finds a customer based on search criteria.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Vendor
Finds a vendor based on a search criteria.
ActionThis is an event a Zap performs.SearchFind existing data in your app
About Sage Intacct
Related categories
About Salesforce
Related categories
Related Zap Templates
- Update Salesforce records and create contacts in Sage Intacct immediately
- Create Salesforce records for new Sage Intacct invoices
- Create new Sage Intacct contacts from updated Salesforce records
- Update and find customers on Sage Intacct for every updated field on Salesforce records
- Create new Sage Intacct contacts from new Salesforce outbound messages
- Create new Sage Intacct contacts from new Salesforce outbound messages
- Create new Sage Intacct contacts from new Salesforce outbound messages
- Update Salesforce records and create corresponding contacts in Sage Intacct
- Create new Sage Intacct contacts from new Salesforce contacts
- Create Sage Intacct contacts from new Salesforce records
- Create new Sage Intacct contacts from new Salesforce records
- Update Salesforce records to create new contacts in Sage Intacct
- Create new Sage Intacct contacts from new Salesforce records
- Create Sage Intacct contacts from new Salesforce outbound messages
- Update Sage Intacct contacts when fields on Salesforce records are updated
- Create new Sage Intacct contacts from updated Salesforce records
- Create new Sage Intacct contacts from new Salesforce outbound messages
- Create new Sage Intacct contacts from new Salesforce records
- Create new Sage Intacct contacts from new Salesforce records
- Create new Sage Intacct contacts for each new outbound Salesforce message
- Create Sage Intacct contacts from updated Salesforce records
- Create new Sage Intacct contacts from new outbound Salesforce messages
- Create new Sage Intacct contacts from new outbound Salesforce messages
- Create new Sage Intacct contacts from new Salesforce outbound messages
- Create new Sage Intacct contacts from updated Salesforce records
- Create new Sage Intacct contacts for every new outbound Salesforce message
- Create and manage new Salesforce contacts by sending them to Sage Intacct
- Create new Sage Intacct contacts from updated Salesforce records
- Create new Sage Intacct contacts from updated records in Salesforce
- Create new Sage Intacct contacts from new Salesforce records
- Create new Sage Intacct contacts from new Salesforce contacts
- Create new Sage Intacct contacts from new Salesforce outbound messages
- Create new Sage Intacct contacts from updated Salesforce records
- Create new Sage Intacct contacts from new Salesforce contacts
- Create new Sage Intacct contacts from new Salesforce contacts
Related Zap Templates
- Update Salesforce records and create contacts in Sage Intacct immediately
- Update and find customers on Sage Intacct for every updated field on Salesforce records
- Create new Sage Intacct contacts from new Salesforce outbound messages
- Create Sage Intacct contacts from new Salesforce records
- Create new Sage Intacct contacts from new Salesforce records
- Create new Sage Intacct contacts from updated Salesforce records
- Create new Sage Intacct contacts from new Salesforce records
- Create new Sage Intacct contacts from new outbound Salesforce messages
- Create new Sage Intacct contacts from updated Salesforce records
- Create new Sage Intacct contacts from updated Salesforce records
- Create new Sage Intacct contacts from new Salesforce contacts
- Create new Sage Intacct contacts from new Salesforce contacts
- Create Salesforce records for new Sage Intacct invoices
- Create new Sage Intacct contacts from new Salesforce outbound messages
- Update Salesforce records and create corresponding contacts in Sage Intacct
- Create new Sage Intacct contacts from new Salesforce records
- Create Sage Intacct contacts from new Salesforce outbound messages
- Create new Sage Intacct contacts from new Salesforce outbound messages
- Create new Sage Intacct contacts for each new outbound Salesforce message
- Create new Sage Intacct contacts from new outbound Salesforce messages
- Create new Sage Intacct contacts for every new outbound Salesforce message
- Create new Sage Intacct contacts from updated records in Salesforce
- Create new Sage Intacct contacts from new Salesforce outbound messages
- Create new Sage Intacct contacts from new Salesforce contacts
- Create new Sage Intacct contacts from updated Salesforce records
- Create new Sage Intacct contacts from new Salesforce outbound messages
- Create new Sage Intacct contacts from new Salesforce contacts
- Update Salesforce records to create new contacts in Sage Intacct
- Update Sage Intacct contacts when fields on Salesforce records are updated
- Create new Sage Intacct contacts from new Salesforce records
- Create Sage Intacct contacts from updated Salesforce records
- Create new Sage Intacct contacts from new Salesforce outbound messages
- Create and manage new Salesforce contacts by sending them to Sage Intacct
- Create new Sage Intacct contacts from new Salesforce records
- Create new Sage Intacct contacts from updated Salesforce records