Sage Intacct + Zoho Sheet

Create contacts in Sage Intacct from new or updated rows in Zoho Sheet

Make your data entry tasks more efficient with an automated workflow between Zoho Sheet and Sage Intacct. Each time changes are made or a new row is added in your Zoho Sheet, a corresponding contact will promptly be created in your Sage Intacct application. This streamlined process can save you time and reduce the risk of errors in your contact management.

When this happens...
New or Updated Row
Triggers when a new row is added or an existing row is modified in a specified worksheet.
TriggerInstant
automatically do this!
Create Contact
Triggers when a new contact is created.
ActionWrite

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Supported triggers and actions

- WorkbookRequired
- WorksheetRequired
Trigger
Instant
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- WorkbookRequired
Trigger
Instant
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- WorkbookRequired
- WorksheetRequired
Trigger
Instant
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- Team
- Team FolderRequired
- Folder
- WorkbookRequired
Trigger
Instant
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- Team
- Team FolderRequired
- Folder
- WorkbookRequired
- WorksheetRequired
Trigger
Instant
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- WorkbookRequired
- WorksheetRequired
Action
Write
- WorkbookRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup OperatorRequired
- Lookup DataRequired
- Additional Lookup Column
- Additional Lookup Operator
- Additional Lookup Data
- First Match Only
Action
Write

- WorkbookRequired
- WorksheetRequired
- Row IndexRequired
Action
Write
- Team
- Team FolderRequired
- Folder
- WorkbookRequired
- WorksheetRequired
- Row IndexRequired
Action
Write
- Team
- Team FolderRequired
- Folder
- WorkbookRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup OperatorRequired
- Lookup DataRequired
- Additional Lookup Column
- Additional Lookup Operator
- Additional Lookup Data
- First Match Only
Action
Write
- Team
- Team FolderRequired
- Folder
- WorkbookRequired
- WorksheetRequired
- Row IndexRequired
Action
Write
- WorkbookRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup OperatorRequired
- Lookup DataRequired
- Additional Lookup Column
- Additional Lookup Operator
- Additional Lookup Data
- Search From End
Action
Search
- 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

New Workbook
Triggers when a new workbook is created.
Trigger
Instant
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- WorkbookRequired
- WorksheetRequired
- ColumnRequired
Trigger
Instant
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- Team
- Team FolderRequired
- Folder
- WorkbookRequired
- WorksheetRequired
Trigger
Instant
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- Team
- Team FolderRequired
- Folder
- WorkbookRequired
- WorksheetRequired
- ColumnRequired
Trigger
Instant
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- WorkbookRequired
- WorksheetRequired
- Row IndexRequired
Action
Write
- WorkbookRequired
- Worksheet Name
Action
Write
- WorkbookRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup OperatorRequired
- Lookup DataRequired
- Additional Lookup Column
- Additional Lookup Operator
- Additional Lookup Data
- First Match Only
Action
Write
- Team
- Team FolderRequired
- Folder
- WorkbookRequired
- Worksheet Name
Action
Write
- Team
- Team FolderRequired
- Folder
- WorkbookRequired
- WorksheetRequired
Action
Write
- Team
- Team FolderRequired
- Folder
- WorkbookRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup OperatorRequired
- Lookup DataRequired
- Additional Lookup Column
- Additional Lookup Operator
- Additional Lookup Data
- First Match Only
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Team
- Team FolderRequired
- Folder
- WorkbookRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup OperatorRequired
- Lookup DataRequired
- Additional Lookup Column
- Additional Lookup Operator
- Additional Lookup Data
- Search From End
Action
Search
- 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

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 Zoho Sheet

Zoho Sheet is a cloud-based spreadsheet software that allows you to create, edit, share and collaborate on spreadsheets in real time.

Sage Intacct + Zoho Sheet

Create contacts in Sage Intacct from new or updated rows in Zoho Sheet

New Row

New Worksheet

New or Updated Row

New Worksheet (WorkDrive)

New or Updated Row (WorkDrive)

Create Row

Search and Delete Row

Update Row

Delete Row (WorkDrive)

Search and Delete Row (WorkDrive)

Update Row (WorkDrive)

Search Row

New Contact

New Payment Received (Accounts Receivable)

Create Bill

Create Customer

Find Bill

Find Invoice

New Workbook

Updated Column

New Row (WorkDrive)

Updated Column (WorkDrive)

Delete Row

Create Worksheet

Search and Update Row

Create Worksheet (WorkDrive)

Create Row (WorkDrive)

Search and Update Row (WorkDrive)

API Request (Beta)

Search Row - Workdrive Users

New Invoice

New Vendor

Create Contact

Create Invoice

Find Customer

Find Vendor

About Sage Intacct

Related categories

About Zoho Sheet

Related categories

Related Zap Templates

Related Zap Templates