Sage Intacct + Xperiencify

Create new Sage Intacct contacts from newly added Xperiencify students to a course

When a new student is enrolled in a course on Xperiencify, this workflow enables instant updates in your Sage Intacct contact list. This active process of tracking learners in your database bolsters your administrative efficiency. Now, you don't have to manually enter student information into Sage Intacct, saving you valuable time and reducing the possibility of errors. Discover a smooth, integrated administrative experience through this simple yet effective task flow.

When this happens...
Student Added to Course
Triggers when a new student is added to the course
TriggerPolling
automatically do this!
Create Contact
Triggers when a new contact is created.
ActionWrite

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Supported triggers and actions

- Course
Trigger
Polling
Try It
- CourseRequired
Trigger
Polling
Try It
- StudentRequired
- TagRequired
Action
Write
- Student E-mailRequired
- CourseRequired
Action
Write
- StudentRequired
- TagRequired
Action
Write

- Student E-mailRequired
- Course IDRequired
Action
Write
- Status
Trigger
Polling
Try It

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

- CourseRequired
Trigger
Polling
Try It
- TagRequired
Trigger
Polling
Try It
- Student E-mailRequired
- Student First Name
- Student Last Name
- Student Phone
- Student Password
- CourseRequired
- Send Welcome EmailRequired
Action
Write
- Student EmailRequired
Action
Write
- Student E-mailRequired
- Course IDRequired
- Suspension Message
Action
Write
- Student E-mailRequired
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 Xperiencify

Xperiencify is an online course platform that builds 8 psychological triggers into your course.

Learn more

Related categories

Online Courses

Related Zap Templates

Create new Sage Intacct contacts when students are added to courses in Xperiencify

Create new contacts in Sage Intacct when students are added to courses in Xperiencify

Sage Intacct + Xperiencify

Create new Sage Intacct contacts from newly added Xperiencify students to a course

Supported triggers and actions

Student Added to Course

Student Completed Course

Add Tag to Student

Remove Student From a Specific Course

Remove Tag From Student

Unsuspend Student From Course

New Contact

New Payment Received (Accounts Receivable)

Create Bill

Create Customer

Find Bill

Find Invoice

Removed (Canceled) Subscription

Tag Added to a Student

Add Student to a Course

Remove Student From All Courses

Suspend Student From Course

Update Student Custom Fields

New Invoice

New Vendor

Create Contact

Create Invoice

Find Customer

Find Vendor

About Sage Intacct

Related categories

About Xperiencify

Related categories

Related Zap Templates

Related Zap Templates