Customer Fields + Sage Intacct

Create new Sage Intacct contacts for every new Customer Fields event that occurs

Streamline your customer management process with this straightforward workflow. When specific customer events take place within the Customer Fields app, the information needed to create a new contact is instantly sent to Sage Intacct. Not only does this save you the trouble of manual data entry, but it also ensures your contact details are always updated and accurate in Sage Intacct. This automation is an efficient way to manage and organize your customer data.

When this happens...
Customer Event Occurred
Triggers when a customer event happens.
TriggerInstant
automatically do this!
Create Contact
Triggers when a new contact is created.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

- SegmentRequired
Trigger
Instant
Try It
New Customer
Triggers when a new customer is created.
Trigger
Instant
Try It
Updated Customer
Triggers when a customer is updated.
Trigger
Instant
Try It
- Customer IDRequired
Action
Write
- Search fieldRequired
- Search valueRequired
Action
Search

- 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

- FormRequired
Trigger
Instant
Try It
- Event nameRequired
- Event detail keys
Trigger
Instant
Try It
- First name (first_name)
- Last name (last_name)
- Email (email)
- Data Column Notice
- Add to form (ID)
Action
Write
- Customer IDRequired
- First name (first_name)
- Last name (last_name)
- Email (email)
- Data Column Notice
- Add to form (ID)
Action
Write
- Search fieldRequired
- Search valueRequired
- First name (first_name)
- Last name (last_name)
- Email (email)
- Data Column Notice
- Add to form (ID)
Action
Search or 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 Customer Fields

Customer Fields provides a way to collect and store custom data for Shopify customers

Learn more

Related categories

eCommerce

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 when customer events occur in Customer Fields

Create new Sage Intacct contacts when Customer Fields events occur

Customer Fields + Sage Intacct

Create new Sage Intacct contacts for every new Customer Fields event that occurs

Supported triggers and actions

Customer Added to Segment

New Customer

Updated Customer

Send Account Invite

Find a Customer

New Contact

New Payment Received (Accounts Receivable)

Create Bill

Create Customer

Find Bill

Find Invoice

New Form Submission

Customer Event Occurred

Create Customer

Update Customer

Find or Create Customer

New Invoice

New Vendor

Create Contact

Create Invoice

Find Customer

Find Vendor

About Customer Fields

Related categories

About Sage Intacct

Related categories

Related Zap Templates

Related Zap Templates