Donorbox + Sage Intacct

Create and manage Sage Intacct contacts from new or updated Donorbox donors

Keep your donor information in Sage Intacct up to date with this workflow. Whenever there is a new or updated donor in your Donorbox app, it ensures the contact is created in Sage Intacct. This automation saves you time and ensures you never miss updating crucial donor details in your financial management application.

When this happens...
New or Updated Donor
Add a new donor. Can be used to update an existing donor too.
TriggerInstant
automatically do this!
Create Contact
Triggers when a new contact is created.
ActionWrite

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Supported triggers and actions

New or Updated Campaign
Add a new campaign. Can be used to update an existing campaign too.
Trigger
Instant
Try It
New or Updated Donor
Add a new donor. Can be used to update an existing donor too.
Trigger
Instant
Try It
New or Updated Tickets Purchase Transaction
Add a new event transaction. Can be used to update an existing event transaction too.
Trigger
Instant
Try It
- 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 or Updated Donation
Add a new donation. Can be used to update an existing donation too.
Trigger
Instant
Try It
New or Updated Plan
Add a new plan. Can be used to update an existing plan too.
Trigger
Instant
Try It
New or Updated Ticket
Add a new ticket. Can be used to update an existing ticket too.
Trigger
Instant
Try It
- 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 Donorbox

Donorbox is a powerful fundraising platform powering 50000+ organizations, it is simple to setup and attracts more recurring donors.

Learn more

Related categories

Fundraising

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 or updated Donorbox donors

Create new Sage Intacct contacts from new or updated Donorbox donations

Create contacts in Sage Intacct for new or updated donors in Donorbox

Donorbox + Sage Intacct

Create and manage Sage Intacct contacts from new or updated Donorbox donors

Supported triggers and actions

New or Updated Campaign

New or Updated Donor

New or Updated Tickets Purchase Transaction

New Contact

New Payment Received (Accounts Receivable)

Create Bill

Create Customer

Find Bill

Find Invoice

New or Updated Donation

New or Updated Plan

New or Updated Ticket

New Invoice

New Vendor

Create Contact

Create Invoice

Find Customer

Find Vendor

About Donorbox

Related categories

About Sage Intacct

Related categories

Related Zap Templates

Related Zap Templates