Bowimi + Sage Intacct

Create contacts in Sage Intacct from new Bowimi contact activities

Stay organized and efficient with this workflow that seamlessly transfers new contact activities from your Bowimi app to Sage Intacct. This process, once set up, spares you the manual task of creating new contacts in Sage Intacct every time there's an activity in Bowimi. Streamline your operations and focus more on managing relationships rather than data entry.

When this happens...
New Contact Activity
Triggers when there is new contact activity.
TriggerPolling
automatically do this!
Create Contact
Triggers when a new contact is created.
ActionWrite

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Supported triggers and actions

- Contact AddedRequired
- Contact UpdatedRequired
Trigger
Polling
Try It
- New OrdersRequired
- Historical OrdersRequired
Trigger
Polling
Try It
New Product Status Activity
Triggers when there is new product status activity.
Trigger
Polling
Try It
- Tag AddedRequired
- Tag RemovedRequired
Trigger
Polling
Try It
- Location / Company IDRequired
- Update matching contact (same email address)Required
- PrimaryRequired
- Name
- Job Title
- Email AddressRequired
- Phone Number
Action
Write

- Bowimi Location / Company IDRequired
- Tag NameRequired
- Tag Group NameRequired
Action
Write
- Input DataRequired
- Input TypeRequired
Action
Search

- 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

- Listing Type AddedRequired
- Listing Type RemovedRequired
Trigger
Polling
Try It
New Pipeline Activity
Triggers when there is new pipeline activity.
Trigger
Polling
Try It
New Survey Activity
Triggers when there is new survey activity.
Trigger
Polling
Try It
- Task CreatedRequired
- Task ResolvedRequired
Trigger
Polling
Try It
- Message ID
- 'From' name
- 'From' addressRequired
- 'To' names
- 'To' addressesRequired
- 'CC' names
- 'CC' addresses
- 'CC' (Outlook format)
- Date receivedRequired
- Subject text
- Text content
- HTML content
- Auto content (use for both types)
Action
Write
- Location / Company IDRequired
- Tag NameRequired
- Tag Group NameRequired
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 Bowimi

Simple, powerful tools which drive real business growth at leading FMCG brands. Bowimi helps you prospect, plan routes, capture data and manage field sales teams more effectively.

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 new Sage Intacct contacts from new Bowimi contact activity

Create new contacts in Sage Intacct for every new order activity in Bowimi

Automatically create Sage Intacct contacts from new Bowimi contact activities

Bowimi + Sage Intacct

Create contacts in Sage Intacct from new Bowimi contact activities

Supported triggers and actions

New Contact Activity

New Order Activity

New Product Status Activity

New Tag Activity

Create / Update a Contact

Tag Location or Company

Get Location

New Invoice

New Vendor

Create Contact

Create Invoice

Find Customer

Find Vendor

New Listing Type Activity

New Pipeline Activity

New Survey Activity

New Task Activity

Store an Email in Bowimi

Remove Tag From Location or Company

New Contact

New Payment Received (Accounts Receivable)

Create Bill

Create Customer

Find Bill

Find Invoice

About Bowimi

Related categories

Similar apps

Zapier Interfaces

About Sage Intacct

Related categories

Related Zap Templates

Related Zap Templates