Sage Intacct + Viral Loops

Create Sage Intacct contacts from new Viral Loops participants

Easily manage new participants in your Viral Loops campaigns by creating corresponding contacts in the Sage Intacct software with this handy workflow. As soon as someone joins your viral campaign, this automation quickly generates a new contact within Sage Intacct. With this seamless process, you can efficiently keep track of new participants and stay organized effortlessly.

When this happens...
New Participant
Triggers when a new participant is added to your campaign. Available in all templates.
TriggerInstant
automatically do this!
Create Contact
Triggers when a new contact is created.
ActionWrite

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Supported triggers and actions

New Conversion
Triggers when a participant from your campaign is converted. Available only for the Universal Referral, Milestone Referral, Online-to-Offline and Altruistic Referral templates.
Trigger
Instant
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Milestone Reached
Triggers when a participant reaches a milestone. Available for the Milestone Referral and Viral Loops for Shopify templates.
Trigger
Instant
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New Referral Count
Triggers when the referral count of a participant changes, eg. if they go from 5 referrals to 6. Available for all templates.
Trigger
Instant
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- EmailRequired
- First name
- Last name
- Referral code
Action
Write
- Participant's EmailRequired
Action
Write

- State
Trigger
Polling
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- Status
Trigger
Polling
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- 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

New Conversion Count
Triggers when the conversion count of a participant changes, eg. if they go from 5 conversions to 6. Available only for the Milestone Referral, and Altruistic Referral templates.
Trigger
Instant
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New Participant
Triggers when a new participant is added to your campaign. Available in all templates.
Trigger
Instant
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Reward Redeemed
Triggers when a reward is redeemed via the Campaign Dashboard or the API. Available only for the Milestone Referral, Refer a Friend and Viral Loops for Shopify templates.
Trigger
Instant
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- EmailRequired
Action
Write
- Status
Trigger
Polling
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New Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Trigger
Polling
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- 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

About Sage Intacct

Sage Intacct is a cloud-based financial management software that streamlines & automates accounting business processes, providing real-time financial insights.