Ally Hub + Sage Intacct

Create contacts in Sage Intacct for every new sold quote in Ally Hub

Experience seamless connectivity between Ally Hub and Sage Intacct with this workflow. When a new quote is sold in Ally Hub, it swiftly generates a contact within Sage Intacct. This integration aids in managing your customer database effortlessly while ensuring every sold quote is accounted for in your contacts. Upgrade your business operations by opting for this automation solution.

When this happens...
New Sold Quote
Triggers when a student quote is set as sold.
TriggerPolling
automatically do this!
Create Contact
Triggers when a new contact is created.
ActionWrite

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Supported triggers and actions

New Bill
Triggers when a new bill is created. (Financial > Bills)
Trigger
Polling
Try It
New Sold Quote
Triggers when a student quote is set as sold.
Trigger
Polling
Try It
New Student
Triggers when a new student is created.
Trigger
Polling
Try It
- Student NameRequired
- Student Email
- StatusRequired
Action
Write
- Task NameRequired
- Task TypeRequired
- Event StartRequired
- Event EndRequired
- All Day
- Description
- Notification Before TypeRequired
- Notification BeforeRequired
- Notify by email
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

New First Quote
Triggers when a student first quote is created.
Trigger
Polling
Try It
New Receivable
Triggers when a new receivable is created. (Financial > Receivable)
Trigger
Polling
Try It
New Task or Event
Triggers when a new task or event is created.
Trigger
Polling
Try It
- First NameRequired
- SurnameRequired
- EmailRequired
- City
- State
- CountryRequired
- Address
- Postal Code
- Phone 1
- Phone 2
- Document 1
- Document 2
- Perception
- Studied Idiom Name
- Studied Idiom Level
- Facebook Link
- Instagram Link
- Twitter Link
- Skype Username
- Passport Number
- Passport Validity Date
- Occupation
- Contact Name
- Contact Phone
- Observation
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 Ally Hub

Ally Hub is a tool that simplifies the administration process of companies dealing with international travel education around the world.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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

Related Zap Templates

Create Sage Intacct contacts from new sold quotes in Ally Hub

Create new Sage Intacct contacts from new sold quotes in Ally Hub

Ally Hub + Sage Intacct

Create contacts in Sage Intacct for every new sold quote in Ally Hub

Supported triggers and actions

New Bill

New Sold Quote

New Student

Change Student Status

Create Task

New Invoice

New Vendor

Create Contact

Create Invoice

Find Customer

Find Vendor

New First Quote

New Receivable

New Task or Event

Create Student

New Contact

New Payment Received (Accounts Receivable)

Create Bill

Create Customer

Find Bill

Find Invoice

About Ally Hub

Related categories

Similar apps

Zapier Interfaces

About Sage Intacct

Related categories

Related Zap Templates

Related Zap Templates