DropFunnels + Sage Intacct

Create new Sage Intacct contacts from new DropFunnels orders for main product only

Effortlessly maintain your customer records with this simple workflow. When a new order is placed for your main product on DropFunnels, it will immediately update Sage Intacct by creating a new contact. This streamlines your sales process, making sure your financial records are always up-to-date and accurate. This automation saves you time and reduces manual data entry, letting you to focus more on growing your sales.

When this happens...
New Order Created - Main Product Only
Triggers when a new order is placed, contains the primary product only.
TriggerPolling
automatically do this!
Create Contact
Triggers when a new contact is created.
ActionWrite

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Supported triggers and actions

- SiteRequired
- CourseRequired
Trigger
Polling
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- SiteRequired
- CourseRequired
Trigger
Polling
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- SiteRequired
- FunnelRequired
Trigger
Polling
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- SiteRequired
- Appointment Types
Trigger
Polling
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- SiteRequired
- CourseRequired
Trigger
Polling
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- SiteRequired
- CourseRequired
Trigger
Polling
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- SiteRequired
- FunnelRequired
Trigger
Polling
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- SiteRequired
- Appointment Types
Trigger
Polling
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- SiteRequired
- CourseRequired
- EmailRequired
Action
Write
- SiteRequired
- Funnel
- Funnel Page
- Pipeline
- Pipeline Stage
- NameRequired
- Email
- Phone NumberRequired
- External Source
- Lead Source
- Tags
- UTM Source
- UTM Medium
- UTM Campaign
- UTM Term
- UTM Content
Action
Write
- SiteRequired
- Email
- Phone Number
- Move Lead From PipelineRequired
- Move Lead to PipelineRequired
- Move Lead to Pipeline StageRequired
Action
Write
- Status
Trigger
Polling
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New Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Trigger
Polling
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- 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

- SiteRequired
- CourseRequired
Trigger
Polling
Try It
- SiteRequired
- FunnelRequired
Trigger
Polling
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- SiteRequired
- FunnelRequired
Trigger
Polling
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- SiteRequired
- QuizRequired
Trigger
Polling
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- SiteRequired
- CourseRequired
Trigger
Polling
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- SiteRequired
- CourseRequired
Trigger
Polling
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- SiteRequired
- FunnelRequired
Trigger
Polling
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- SiteRequired
- FunnelRequired
Trigger
Polling
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- SiteRequired
- CourseRequired
- EmailRequired
Action
Write
- SiteRequired
- CourseRequired
- Access LevelsRequired
- First NameRequired
- Last NameRequired
- EmailRequired
Action
Write
- SiteRequired
- CourseRequired
- Access LevelsRequired
- First NameRequired
- Last NameRequired
- EmailRequired
Action
Write
- State
Trigger
Polling
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- Status
Trigger
Polling
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- 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 DropFunnels

DropFunnels application allows an authenticated user to transfer their data regarding leads, memberships, and orders from DropFunnels to any other platform.

Related categories

Website Builders

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 newly created DropFunnels orders for main product only

Related Zap Templates

Create new Sage Intacct contacts from newly created DropFunnels orders for main product only

DropFunnels + Sage Intacct

Create new Sage Intacct contacts from new DropFunnels orders for main product only

Course Member Deactivated

New Course Member Added

New Order Created - All Products (Single Event)

Appointment Cancelled

Course Completed

Course Module Completed

New Lead

Appointment Created

Deactivate Member

Create Lead

Move Lead in Pipeline

New Contact

New Payment Received (Accounts Receivable)

Create Bill

Create Customer

Find Bill

Find Invoice

Course Member Deleted

New Order Created - All Products (Individual Events)

New Subscription Order Created on All Products

New Quiz Result

Course Lesson Completed

Course Unit Completed

New Order Created - Main Product Only

New Order Created - Upsell/Downsell Only

Delete Member

Create Member

Update Course Member

New Invoice

New Vendor

Create Contact

Create Invoice

Find Customer

Find Vendor

About DropFunnels

Related categories

Similar apps

Zapier Interfaces

About Sage Intacct

Related categories

Related Zap Templates

Related Zap Templates