Sage Intacct + Webflow

Create new Sage Intacct contacts from new Webflow orders

Boost your client relationship management by connecting your Webflow and Sage Intacct apps with this beneficial workflow. Whenever you receive a new order in Webflow, this automation will immediately create a contact in your Sage Intacct app. Say goodbye to manual data entry, and let this streamlined process handle your order and contact management, saving you time for more important tasks.

When this happens...
New Order
Triggers when a new order is placed.
TriggerInstant
automatically do this!
Create Contact
Triggers when a new contact is created.
ActionWrite

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Supported triggers and actions

- Help Text
- SiteRequired
- FormRequired
Trigger
Instant
Try It
- SiteRequired
Trigger
Instant
Try It
- SiteRequired
Trigger
Instant
Try It
- SiteRequired
- CollectionRequired
- Is Draft
Action
Write
- SiteRequired
- CollectionRequired
- Is Draft
- ItemRequired
Action
Write

- SiteRequired
- OrderRequired
- Comment
- Shipping Provider
- Shipping Tracking
Action
Write
- SiteRequired
- CollectionRequired
- Help Text
- Name
- Slug
Action
Search

- 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

- SiteRequired
Trigger
Instant
Try It
- SiteRequired
Trigger
Polling
Try It
- SiteRequired
- CollectionRequired
- Is Draft
Action
Write
- SiteRequired
- OrderRequired
- Send Order Fulfilled EmailRequired
Action
Write
- SiteRequired
- CollectionRequired
- Is Draft
- Archived
- ItemRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- SiteRequired
- CollectionRequired
- Help Text
- Name
- Slug
Action
Search
- 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.