Sage Intacct + Zoho CRM

Create or update Zoho CRM module entries for every new invoice in Sage Intacct

Elevate your customer relationship management with this intuitive workflow. Each time a new invoice is created in Sage Intacct, the corresponding module entry is promptly adjusted in Zoho CRM. This streamlines your ability to track all fiscal transactions within your CRM, offering a holistic view of customer engagements. Benefit from consistent record maintenance and the certainty that each invoice alteration is swiftly reflected.

Elevate your customer relationship management with this intuitive workflow. Each time a new invoice is created in Sage Intacct, the corresponding module entry is promptly adjusted in Zoho CRM. This streamlines your ability to track all fiscal transactions within your CRM, offering a holistic view of customer engagements. Benefit from consistent record maintenance and the certainty that each invoice alteration is swiftly reflected.

  1. When this happens...
    Sage IntacctSage Intacct
    New Invoice

    Triggers when a new invoice is created.

    TriggerPolling
  2. automatically do this!
    Zoho CRMZoho CRM
    Create Module Entry

    Creates a new entry in a module

    ActionWrite
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Supported triggers and actions

    • 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
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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
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About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.
Learn more

Related categories

  • CRM (Customer Relationship Management)
  • Zoho

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