Catalog Machine + Sage Intacct

Create new Sage Intacct contacts from new Catalog Machine orders

Automate your workflow between Catalog Machine and Sage Intacct effortlessly. Each time a new order comes in through Catalog Machine, a contact will be created directly in your Sage Intacct software. This system integration not only saves time but also reduces manual data input, allowing you to focus more on growth and less on routine tasks.

When this happens...
New Order
Triggers when a new order is received.
TriggerPolling
automatically do this!
Create Contact
Triggers when a new contact is created.
ActionWrite

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Supported triggers and actions

Product Import Completed
Triggers when a product import job is completed.
Trigger
Polling
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Updated Catalog
Triggers when a published catalog is updated.
Trigger
Polling
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- Catalog Link NameRequired
Action
Write
- Product CodeRequired
- Name
- Category
- Price
- Image
- Description
- Fields
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 Order
Triggers when a new order is received.
Trigger
Polling
Try It
- CSV File Link
- CSV Content
- Product Category
Action
Write
Sync Shopify Products
Synchronizes previously imported Shopify products with Catalog Machine product database. Learn more
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 Catalog Machine

Catalog Machine is a simple solution for creating and sharing Online and PDF Product Catalogs, Price Lists, Line Sheets and Custom Stores.

Related categories

Marketing

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

Turn new Catalog Machine orders into Sage Intacct contacts

Related Zap Templates

Turn new Catalog Machine orders into Sage Intacct contacts

Catalog Machine + Sage Intacct

Create new Sage Intacct contacts from new Catalog Machine orders

Supported triggers and actions

Product Import Completed

Updated Catalog

Rebuild Catalog

Save Product

New Invoice

New Vendor

Create Contact

Create Invoice

Find Customer

Find Vendor

New Order

Import Product CSV

Sync Shopify Products

New Contact

New Payment Received (Accounts Receivable)

Create Bill

Create Customer

Find Bill

Find Invoice

About Catalog Machine

Related categories

About Sage Intacct

Related categories

Related Zap Templates

Related Zap Templates