Sage Intacct + ZenMaid

Create new Sage Intacct contacts when new contacts are created in ZenMaid

Effortlessly streamline your client management process with this workflow. When a new contact is created in ZenMaid, the same contact is instantly created in Sage Intacct. This seamless automation saves you valuable time and ensures consistent data across both platforms. Stay organized and efficient, increasing productivity while offering your customers top-notch service.

When this happens...
Contact Created
Triggers when a ZenMaid contact (lead or customer) is created.
TriggerInstant
automatically do this!
Create Contact
Triggers when a new contact is created.
ActionWrite

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Supported triggers and actions

Appointment Status Updated
Triggers when a ZenMaid Appointment status is modified.
Trigger
Instant
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Contact Created
Triggers when a ZenMaid contact (lead or customer) is created.
Trigger
Instant
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Invoice Created
Triggers when a new ZenMaid invoice is created.
Trigger
Instant
Try It
One-Time Service Created
Triggers when a ZenMaid One-Time Service is created.
Trigger
Instant
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Recurring Service Cancelled
Triggers when a ZenMaid Recurring Service is cancelled.
Trigger
Instant
Try It

Recurring Service Updated
Triggers when a ZenMaid Recurring Service is modified.
Trigger
Instant
Try It
- Customer First Name
- Customer Last Name
- Customer Email
- Customer Phone Number
- Service Address Line 1Required
- Service Address Line 2
- Service Address City
- Service Address State
- Service Address Postal Code
- Appointment Date
- Start Time
- End Time
- Bathrooms Count
- Bedrooms Count
- Manhours Count
- Square Feet Count
- Square Meters Count
- Price
- Last Professional Clean
- Custom Requests 1 Question
- Custom Requests 1 Answer
- Custom Requests 2 Question
- Custom Requests 2 Answer
- Custom Requests 3 Question
- Custom Requests 3 Answer
- Custom Requests 4 Question
- Custom Requests 4 Answer
- Custom Requests 5 Question
- Custom Requests 5 Answer
Action
Write

- First Name
- Last NameRequired
- Company Name
- Email
- Service Address Line 1
- Service Address Line 2
- Service Address Postal Code
- Service Address State
- Service Address City
- Phone Number
- Notes
- Note Is Private
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

Booking Created
Triggers when a new ZenMaid booking is created.
Trigger
Instant
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Contact Updated
Triggers when a ZenMaid contact (lead or customer) is modified.
Trigger
Instant
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Invoice Paid
Triggers when a ZenMaid invoice is paid.
Trigger
Instant
Try It
One-Time Service Updated
Triggers when a ZenMaid One-Time Service is modified.
Trigger
Instant
Try It
Recurring Service Created
Triggers when a ZenMaid Recurring Service is created.
Trigger
Instant
Try It
- Start TimeRequired
- End TimeRequired
- Customer EmailRequired
- Service Address Line 1Required
- Service Address Postal Code
- Service Address State
- Service Address City
- Customer First Name
- Customer Last Name
- Customer Phone Number
Action
Write
- First NameRequired
- Last Name
- EmailRequired
- Phone Number
- Address Line 1
- Address Line 2
- Address City
- Address State
- Address Postal Code
- Birth Date
- Notes
- Pay Type
- Pay Rate
- Man Hour Cost
- Allow Sign In
- Allow Enter Time
- Hired Date
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

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 ZenMaid

ZenMaid is a simple scheduling software for maid services - including automated communication, GPS clock times, payroll, reporting and much more.

Related categories

Scheduling & Booking

Related Zap Templates

Create new contacts in Sage Intacct from newly created contacts in ZenMaid

Create new Sage Intacct contacts whenever new contacts are created in ZenMaid

Sage Intacct + ZenMaid

Create new Sage Intacct contacts when new contacts are created in ZenMaid

Supported triggers and actions

Appointment Status Updated

Contact Created

Invoice Created

One-Time Service Created

Recurring Service Cancelled

Recurring Service Updated

Create Booking

Create Customer

New Invoice

New Vendor

Create Contact

Create Invoice

Find Customer

Find Vendor

Booking Created

Contact Updated

Invoice Paid

One-Time Service Updated

Recurring Service Created

Create Appointment

Create Cleaner

New Contact

New Payment Received (Accounts Receivable)

Create Bill

Create Customer

Find Bill

Find Invoice

About Sage Intacct

Related categories

About ZenMaid

Related categories

Related Zap Templates

Related Zap Templates