Ecwid by Lightspeed + Sage Intacct

Create new contacts in Sage Intacct for new customers in Ecwid by Lightspeed

This workflow, initiated when you gain a new customer in Ecwid by Lightspeed, smoothly creates a new contact in Sage Intacct. This streamlines your contact management process, ensuring all customer data is up-to-date across your platforms. With this setup, you get a quick, efficient solution to keep your customer information organized and accessible in Sage Intacct.

When this happens...
New Customer
Triggers when a new customer is created.
TriggerPolling
automatically do this!
Create Contact
Triggers when a new contact is created.
ActionWrite

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Supported triggers and actions

New Abandoned Cart
Triggered when a customer leaves an online store without making a purchase.
Trigger
Polling
Try It
- Payment Status
- Fulfillment Status
Trigger
Polling
Try It
- Payment Status
- Fulfillment Status
Trigger
Polling
Try It
- Payment Status
- Fulfillment Status
Trigger
Polling
Try It
- Coupon NameRequired
- Coupon CodeRequired
- Discount
- Discount Type
- Status
- Launch Date
- Expiration Date
- Total Limit
- Uses Limit
- applicationLimit
- Order Count
- repeatCustomerOnly
- catalogLimitProducts
- catalogLimitCategories
Action
Write

- TitleRequired
- PriceRequired
- SKU Number
- Description
- Quantity
- Weight
- Enabled
- Unlimited
- Compare To Price
- Is Shipping Required
- Warning Limit
Action
Write
- Product IDRequired
- Link on your imageRequired
Action
Write

- Keywords
- Order Number
- Vendor Order Number
- Email
- Customer ID
- Payment Status
- Fulfillment Status
- Accept Marketing
- Referer ID
- Product ID
- Coupon Code
- Total From
- Total To
- Created From
- Created To
- Updated From
- Updated To
- Payment Method
- Shipping Method
Action
Search
- Keyword
- Customer's Name
- Customer's EmailRequired
- Group ID
- Minimum number of order a customer placed
- Maximum number of order a customer placed
- Accept Marketing
- Created From
- Created To
- Updated From
- Updated To
- Customer's Password
- Customer group ID
Action
Search or 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

- Customer Email
- Agreed to receive email marketing
Trigger
Polling
Try It
New Paid Order
Triggered when a new paid order is placed (with line item support).
Trigger
Polling
Try It
New Product
Triggers when a new product is created.
Trigger
Polling
Try It
- Customer's EmailRequired
- Customer's Password
- Customer group ID
- Customer's Name
Action
Write
- EmailRequired
- Payment StatusRequired
- Fulfilment StatusRequired
- Product NameRequired
- Product PriceRequired
- Product QuantityRequired
- Product SKU
- Product Weight
- Payment Method
- Total
- Tax
- Order Comments
- Shipping Rate
- Shipping Person Name
- Shipping Method Name
- Shipping Person Company Name
- Shipping Person Street
- Shipping Person City
- Shipping Person Country Code
- Shipping Person Postal Code
- Shipping Person State Code
- Shipping Person Phone
- Billing Person Name
- Billing Person Company Name
- Billing Person Street
- Billing Person City
- Billing Person Country Code
- Billing Person Postal Code
- Billing Person State Code
- Billing Person Phone
- Subtotal
- Payment Module
- customerTaxExempt
- customerTaxId
- customerTaxIdValid
- reversedTaxApplied
- IP Address
- Coupon Discount
- Referer Url
- Volume Discount
- Customer ID
- Hidden
- Membership Based Discount
- Total And Membership Based Discount
- Discount
- Global Referer
- Create Date
- Customer Group
- Tracking Number
- Payment Message
- External Transaction ID
- Affiliate ID
- Private Admin Notes
- Pickup Time
- Accept Marketing
- Disable All Customer Notifications
- External Fulfillment
- External Order ID
Action
Write
- Product IDRequired
- SKU
- Name
- Quantity
- Unlimited
- Price
- Compare To Price
- Weight
- Enabled
- Description
Action
Write
- Keyword
- Name
- Email
- Group ID
- Minimum number of order a customer placed
- Maximum number of order a customer placed
- Accept Marketing
- Created From
- Created To
- Updated From
- Updated To
Action
Search
- Keyword
- SKU
- Product ID
- Enabled
Action
Search
- Keyword
- SKU Number
- Product ID
- Enabled
- TitleRequired
- PriceRequired
- Description
- Quantity
- Weight
- Unlimited
- Compare To Price
- Is Shipping Required
- Warning Limit
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 Ecwid by Lightspeed

Ecwid by Lightspeed is a cloud online store builder which lets you instantly launch an online store on any website, Facebook page, or multiple sites simultaneously.

Learn more

Related categories

eCommerce

Similar apps

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 Sage Intacct contacts from new customers in Ecwid by Lightspeed

Ecwid by Lightspeed + Sage Intacct

Create new contacts in Sage Intacct for new customers in Ecwid by Lightspeed

New Abandoned Cart

New Order

New Pickup Order

New Shipping Order

Create Discount Coupon

Create Product

Upload Main Image

Find Order

Find or Create Customer

New Contact

New Payment Received (Accounts Receivable)

Create Bill

Create Customer

Find Bill

Find Invoice

New Customer

New Paid Order

New Product

Create Customer

Create Order

Update Product

Find Customer

Find Product

Find or Create Product

New Invoice

New Vendor

Create Contact

Create Invoice

Find Customer

Find Vendor

About Ecwid by Lightspeed

Related categories

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About Sage Intacct

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