Sage Intacct + Sprout Studio

Create contact in Sage Intacct for every new lead in Sprout Studio

Streamline your sales process with this Sprout Studio to Sage Intacct workflow. When new leads are identified in Sprout Studio, their details are swiftly populated in Sage Intacct, creating a new contact entry. This efficient automation ensures you never miss a potential customer, saving you time and helping to grow your business. Experience seamless data transfer, keeping your contact list fresh and up-to-date.

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

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Supported triggers and actions

New Booking
Triggers when a lead is booked into a shoot.
Trigger
Instant
Try It
New Lead
Triggers when a new lead is created.
Trigger
Instant
Try It
New Payment
Triggers when a payment is made.
Trigger
Instant
Try It
- First NameRequired
- Last NameRequired
- Company Name
- EmailRequired
- Phone Number
- Address 1
- Address 2
- City
- State/Province
- Zip/Postal Code
- Country
- Shoot Type
- Shoot Start Date and Time
- Shoot End Date and Time
- Shoot Location
- Brand
- Lead Source
- Additional Notes
Action
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

- Status
Trigger
Instant
Try It
New Shoot
Triggers when a new shoot is created.
Trigger
Instant
Try It
- Status
Trigger
Instant
Try It
- First NameRequired
- Last NameRequired
- Company Name
- EmailRequired
- Phone Number
- Address 1
- Address 2
- City
- State/Province
- Zip/Postal Code
- Country
- Shoot Type
- Inquiry Date
- Booking Date
- Shoot Start Date and Time
- Shoot End Date and Time
- Shoot Location
- Brand
- Lead Source
- Additional Notes
- Price List
- Order Name
- Internal Notes
- Tax
- Currency
- Payment Schedule
- Name
- Qty
- Taxable
- Description
- Price
- Order Payment Date
- Order Payment Amount
- Order Payment Type
Action
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 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

About Sprout Studio

Sprout Studio is a studio management suite for professional wedding and portrait photographers.

Learn more

Related categories

Images & Design

Related Zap Templates

Create new Sage Intacct contacts from new Sprout Studio shoots

Create new Sage Intacct contacts from new Sprout Studio leads

Sage Intacct + Sprout Studio

Create contact in Sage Intacct for every new lead in Sprout Studio

Supported triggers and actions

New Booking

New Lead

New Payment

Create Lead

New Contact

New Payment Received (Accounts Receivable)

Create Bill

Create Customer

Find Bill

Find Invoice

Lead Changes Status

New Shoot

Shoot Changes Status

Create Shoot

New Invoice

New Vendor

Create Contact

Create Invoice

Find Customer

Find Vendor

About Sage Intacct

Related categories

About Sprout Studio

Related categories

Related Zap Templates

Related Zap Templates