Invoice Ninja + Sage Intacct
Create new contacts in Sage Intacct for new clients in Invoice Ninja
When you on-board a new client in Invoice Ninja, this workflow instantly creates a contact in Sage Intacct. This automated process ensures that all your new clients' information is seamlessly entered into Sage Intacct without the need for manual data entry. In turn, it helps you save time, minimize errors, and streamline communication.
When you on-board a new client in Invoice Ninja, this workflow instantly creates a contact in Sage Intacct. This automated process ensures that all your new clients' information is seamlessly entered into Sage Intacct without the need for manual data entry. In turn, it helps you save time, minimize errors, and streamline communication.
- When this happens...
New ClientTriggers when a new client is added.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create ContactTriggers when a new contact is created.
ActionWriteCreate a new record or update an existing record in your app.
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New Client
Triggers when a new client is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice
Triggers when a new invoice is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project
Triggers when a new project is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Sent Invoice
Triggers when an invoice is sent.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Client
Triggers when a client is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Payment
Triggers when a payment is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Client Name
Group
First Name
Last Name
Email
Phone
Language Code
Currency Code
Id Number
VAT Number
Phone
Street Address
Apt/Suite
City
State/Province
Postal Code
Country Code
Shipping Street Address
Shipping Apt/Suite
Shipping City
Shipping State/Province
Shipping Postal Code
Shipping Country Code
Private Notes
Public Notes
Website
Custom Value 1
Custom Value 2
Custom Value 3
Custom Value 4
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client IDRequired
Design
Send Email
Email Template
Auto-Bill Invoice
Download PDF
Mark Sent
Paid
Amount Paid
Number
Discount
PO Number
Date
Due Date
Tax Rate 1
Tax Name 1
Tax Rate 2
Tax Name 2
Tax Rate 3
Tax Name 3
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
Custom Surcharge 1
Custom Surcharge 2
Custom Surcharge 3
Custom Surcharge 4
Is Amount Discount
Partial/Deposit
Partial Due Date
Cost
Quantity
Product
Discount
Description
Tax Rate 1
Tax Name 1
Tax Rate 2
Tax Name 2
Tax Rate 3
Tax Name 3
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
Product Cost
Public Notes
Private Notes
Terms
footer
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product Key
Notes
Price
Quantity
Tax Rate 1
Tax Name 1
Tax Rate 2
Tax Name 2
Tax Rate 3
Tax Name 3
Custom Value 1
Custom Value 2
Custom Value 3
Custom Value 4
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client IDRequired
Design
Send Email
Email Template
Download PDF
Mark Sent
Number
Discount
PO Number
Date
Valid Until
Tax Rate 1
Tax Name 1
Tax Rate 2
Tax Name 2
Tax Rate 3
Tax Name 3
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
Custom Surcharge 1
Custom Surcharge 2
Custom Surcharge 3
Custom Surcharge 4
Is Amount Discount
Partial/Deposit
Partial Due Date
Cost
Quantity
Product
Discount
Description
Tax Rate 1
Tax Name 1
Tax Rate 2
Tax Name 2
Tax Rate 3
Tax Name 3
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
Product Cost
Public Notes
Private Notes
Terms
footer
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client
Project
Description
Rate
Start Date/Time
End Date/Time
Duration (Hours)
Duration (Minutes)
Duration (Seconds)
Custom Value 1
Custom Value 2
Custom Value 3
Custom Value 4
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search FieldRequired
Search ValueRequired
Include PDF
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch FieldRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch FieldRequired
Search ValueRequired
Include PDF
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch FieldRequired
Search ValueRequired
Download PDF
Client IDRequired
Design
Send Email
Email Template
Auto-Bill Credit
Mark Sent
Paid
Amount Paid
Number
Discount
PO Number
Date
Due Date
Tax Rate 1
Tax Name 1
Tax Rate 2
Tax Name 2
Tax Rate 3
Tax Name 3
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
Custom Surcharge 1
Custom Surcharge 2
Custom Surcharge 3
Custom Surcharge 4
Is Amount Discount
Partial/Deposit
Partial Due Date
Cost
Quantity
Product
Discount
Description
Tax Rate 1
Tax Name 1
Tax Rate 2
Tax Name 2
Tax Rate 3
Tax Name 3
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
Product Cost
Public Notes
Private Notes
Terms
footer
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch FieldRequired
Search ValueRequired
Product Key
Notes
Price
Quantity
Tax Rate 1
Tax Name 1
Tax Rate 2
Tax Name 2
Tax Rate 3
Tax Name 3
Custom Value 1
Custom Value 2
Custom Value 3
Custom Value 4
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch FieldRequired
Search ValueRequired
Download PDF
Client IDRequired
Design
Send Email
Email Template
Mark Sent
Number
Discount
PO Number
Date
Valid Until
Tax Rate 1
Tax Name 1
Tax Rate 2
Tax Name 2
Tax Rate 3
Tax Name 3
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
Custom Surcharge 1
Custom Surcharge 2
Custom Surcharge 3
Custom Surcharge 4
Is Amount Discount
Partial/Deposit
Partial Due Date
Cost
Quantity
Product
Discount
Description
Tax Rate 1
Tax Name 1
Tax Rate 2
Tax Name 2
Tax Rate 3
Tax Name 3
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
Product Cost
Public Notes
Private Notes
Terms
footer
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundContact 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Find Customer
Finds a customer based on search criteria.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Vendor
Finds a vendor based on a search criteria.
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Credit
Triggers when a new credit is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Payment
Triggers when a new payment is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Quote
Triggers when a new quote is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Sent Quote
Triggers when a quote is sent.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Invoice
Triggers when an invoice is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Quote
Triggers when a quote is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Client IDRequired
Design
Send Email
Email Template
Auto-Bill Credit
Download PDF
Mark Sent
Paid
Amount Paid
Number
Discount
PO Number
Date
Due Date
Tax Rate 1
Tax Name 1
Tax Rate 2
Tax Name 2
Tax Rate 3
Tax Name 3
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
Custom Surcharge 1
Custom Surcharge 2
Custom Surcharge 3
Custom Surcharge 4
Is Amount Discount
Partial/Deposit
Partial Due Date
Cost
Quantity
Product
Discount
Description
Tax Rate 1
Tax Name 1
Tax Rate 2
Tax Name 2
Tax Rate 3
Tax Name 3
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
Product Cost
Public Notes
Private Notes
Terms
footer
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Quote IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ClientRequired
Payment Date
Invoice
Amount
Payment Type
Transfer Reference
Private Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ClientRequired
NameRequired
Task Rate
Private Notes
Public Notes
Task Rate
Budgeted Hours
Due Date
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client IDRequired
Design
FrequencyRequired
Due Date
Start Date
Remaining Cycles
Mark Ready
Auto-Bill
Discount
PO Number
Tax Rate 1
Tax Name 1
Tax Rate 2
Tax Name 2
Tax Rate 3
Tax Name 3
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
Custom Surcharge 1
Custom Surcharge 2
Custom Surcharge 3
Custom Surcharge 4
Is Amount Discount
Partial/Deposit
Partial Due Date
Cost
Quantity
Product
Discount
Description
Tax Rate 1
Tax Name 1
Tax Rate 2
Tax Name 2
Tax Rate 3
Tax Name 3
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
Product Cost
Public Notes
Private Notes
Terms
footer
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search FieldRequired
Search ValueRequired
Include Deleted
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch FieldRequired
Search ValueRequired
Include PDF
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch FieldRequired
Search ValueRequired
Include Deleted
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch FieldRequired
Search ValueRequired
Include Deleted
Client Name
Group
First Name
Last Name
Email
Phone
Language Code
Currency Code
Id Number
VAT Number
Street Address
Apt/Suite
City
State/Province
Postal Code
Country Code
Shipping Street Address
Shipping Apt/Suite
Shipping City
Shipping State/Province
Shipping Postal Code
Shipping Country Code
Private Notes
Public Notes
Website
Custom Value 1
Custom Value 2
Custom Value 3
Custom Value 4
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch FieldRequired
Search ValueRequired
Download PDF
Client IDRequired
Design
Send Email
Email Template
Auto-Bill Invoice
Mark Sent
Paid
Amount Paid
Number
Discount
PO Number
Date
Due Date
Tax Rate 1
Tax Name 1
Tax Rate 2
Tax Name 2
Tax Rate 3
Tax Name 3
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
Custom Surcharge 1
Custom Surcharge 2
Custom Surcharge 3
Custom Surcharge 4
Is Amount Discount
Partial/Deposit
Partial Due Date
Cost
Quantity
Product
Discount
Description
Tax Rate 1
Tax Name 1
Tax Rate 2
Tax Name 2
Tax Rate 3
Tax Name 3
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
Product Cost
Public Notes
Private Notes
Terms
footer
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch FieldRequired
Search ValueRequired
Include Deleted
ClientRequired
NameRequired
Task Rate
Private Notes
Public Notes
Budgeted Hours
Due Date
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planVendor 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Bill
Finds a bill based on a search criteria.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Invoice
Finds a invoice based on a search criteria.
ActionThis is an event a Zap performs.SearchFind existing data in your app
About Invoice Ninja
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