BookingKoala + Sage Intacct

Create new Sage Intacct contacts for new BookingKoala customers

Speed up your customer management process. With this workflow, new customers in BookingKoala turn into contacts in Sage Intacct. This automatic procedure makes sure you have all your client information up-to-date in your accounting system the moment they sign up, saving you the time and hassle of manual data entry. Make your client onboarding more efficient by connecting BookingKoala with Sage Intacct.

When this happens...
New Customer
Triggers when a 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

Booking Card Hold
Triggered when booking's card put on hold.
Trigger
Instant
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Booking Charge Declined
Triggered when booking charge is declined.
Trigger
Instant
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Booking Cancelled
Triggered when booking is cancelled.
Trigger
Instant
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Customer Updated
Triggers when a customer is updated (does not trigger on Notes, Addresses, or Billing Info).
Trigger
Instant
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Charge Invoice
Triggered when invoice is partially paid/ fully paid.
Trigger
Instant
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New Customer
Triggers when a customer is created.
Trigger
Instant
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New Quote
Triggered when quote is created.
Trigger
Instant
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Provider Deleted
Triggers when a provider is deleted.
Trigger
Instant
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Provider Updated
Triggers when a provider profile is updated.
Trigger
Instant
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Update Invoice
Triggered when invoice is updated.
Trigger
Instant
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- 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

Booking Charged
Triggered when booking is charged.
Trigger
Instant
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Booking Completed
Triggers when a booking is completed.
Trigger
Instant
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New Invoice
Triggered when invoice is created.
Trigger
Instant
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Booking Deleted
Triggered when booking is deleted.
Trigger
Instant
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New Booking
Triggers when a booking is created.
Trigger
Instant
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New Provider
Triggers when a provider is created.
Trigger
Instant
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New Rating
Triggers when a customer rates your service.
Trigger
Instant
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Provider Payout
Triggers when provider payments paid
Trigger
Instant
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Booking Updated
Triggers when a booking is updated.
Trigger
Instant
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- First Name
- Last Name
- EmailRequired
- Phone Number
- Referrer Path
- Referrer Source
- Address
- City
- State
- Zipcode
- Country
- Apt
Action
Write
- State
Trigger
Polling
Try It
- 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 BookingKoala

BookingKoala is a booking platform for service businesses such as cleaning, dog walking, spa, and tutoring services.

Related categories

Scheduling & Booking

About Sage Intacct

Sage Intacct is a cloud-based financial management software that streamlines & automates accounting business processes, providing real-time financial insights.

BookingKoala + Sage Intacct

Create new Sage Intacct contacts for new BookingKoala customers

Booking Card Hold

Booking Charge Declined

Booking Cancelled

Customer Updated

Charge Invoice

New Customer

New Quote

Provider Deleted

Provider Updated

Update Invoice

New Contact

New Payment Received (Accounts Receivable)

Create Bill

Create Customer

Find Bill

Find Invoice

Booking Charged

Booking Completed

New Invoice

Booking Deleted

New Booking

New Provider

New Rating

Provider Payout

Booking Updated

Create Lead

New Invoice

New Vendor

Create Contact

Create Invoice

Find Customer

Find Vendor

About BookingKoala

Related categories

About Sage Intacct

Related categories

Related Zap Templates

Related Zap Templates