Contractor+ + Sage Intacct

Create new Sage Intacct contacts for each new client in Contractor+

Effortlessly manage your growing business relationships with this Contractor+ to Sage Intacct workflow. Whenever a new client is added in Contractor+, this automation will immediately create a contact in your Sage Intacct account, ensuring your client details are always up-to-date and easily accessible. This seamless connection saves you time, reduces data entry errors, and allows you to focus on more strategic tasks to grow your business.

When this happens...
New Client
Triggers when a new client is added.
TriggerInstant
automatically do this!
Create Contact
Triggers when a new contact is created.
ActionWrite

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Supported triggers and actions

New Client
Triggers when a new client is added.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is added.
Trigger
Instant
Try It
New Work Order
Triggers when a new work order is added.
Trigger
Instant
Try It
- Expense TitleRequired
- Expense Category IdRequired
- Expense DateRequired
- Expense AmountRequired
- Description
- Reimburse Id
- Payment Mode Id
- Reference No
- Job Or Client
- Is Tax Included
- Tax Id
Action
Write
- Client IdRequired
- Property StreetRequired
- Property Tenant Name
- Property Tenant Email
- Property Tenant Phone
- Property Tenant Phone Code
- Property CountryRequired
- Property State IdRequired
- Property CityRequired
- Property Street 2
- Property ZipRequired
- Lockbox Code
- Gate Code
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

New Expense
Triggers when a new expense is added.
Trigger
Instant
Try It
New Lead
Triggers when a new lead is added.
Trigger
Instant
Try It
- Salutation
- FirstnameRequired
- Lastname
- Company
- Client Type
- Leadid
- Website
- Is Client Tax Exempt
- Tax Exemption Number
- Billing Street
- Billing Street 2
- Billing Country
- Billing State Id
- Billing City
- Billing Zip
- Pa Same As Ba
- Property Tenant Email
- Property Tenant Phone
- Property Tenant Phone Code
- Property Tenant Name
- Property Street
- Property Street 2
- Property Country
- Property State Id
- Property City
- Property Zip
- Gate Code
- Lockbox Code
- Pcode
- Pvalue
- Ptype
- Pis Primary
- Evalue
- Etype
- Eis Primary
Action
Write
- Salutation
- First NameRequired
- Last Name
- Title
- Description
- Source
- Company
- Website
- Address
- Address 2
- Country
- State
- City
- Zip
- Tags
- Assigned
- Is Public
- Pvalue
- Pis Primary
- Pcode
- Evalue
- Eis Primary
Action
Write
- Title
- Work Order DateRequired
- Client IdRequired
- Property IdRequired
- Client Note
- Admin Note
- Terms Condition
- Schedule Date
- Schedule Type
- Is Any Time
- Start Time
- End Time
- Il Item Id
- Il Title
- Il Description
- Il Quantity
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

About Contractor+

Contractor+ facilitates contractors relationships with their Clients, REI’s & Property Managers. Scheduling, Estimating, Invoicing & more.

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.

Related categories

Accounting

Related Zap Templates

Create new Sage Intacct contacts from new Contractor+ invoices

Create new Sage Intacct contacts from new Contractor+ clients

Contractor+ + Sage Intacct

Create new Sage Intacct contacts for each new client in Contractor+

Supported triggers and actions

New Client

New Invoice

New Work Order

Create Expense

Create Property

New Contact

New Payment Received (Accounts Receivable)

Create Bill

Create Customer

Find Bill

Find Invoice

New Expense

New Lead

Create Client

Create Lead

Create Work Order

New Invoice

New Vendor

Create Contact

Create Invoice

Find Customer

Find Vendor

About Contractor+

Related categories

About Sage Intacct

Related categories

Related Zap Templates

Related Zap Templates