JobAdder + Sage Intacct

Create contacts in Sage Intacct for new or updated companies in JobAdder

Enhance your workflow efficiency with this seamless integration between JobAdder and Sage Intacct. When a new company is added or a status change occurs in JobAdder, this workflow promptly creates a new contact within Sage Intacct. This not only helps in maintaining an up-to-date contact list but also fosters stronger business relationships. Save time from manual data entry and keep your contact information consistent with this streamlined process.

When this happens...
Companies - New or Status Changed
Triggers when a new Company record is created and/or its status is changed.
TriggerInstant
automatically do this!
Create Contact
Triggers when a new contact is created.
ActionWrite

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Supported triggers and actions

- Select entity added to folderRequired
- Select folderRequired
- ID for specific sample data
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Instant
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New Retained Invoice Sent
Triggers when a retained invoice is sent
Trigger
Instant
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- When to TriggerRequired
Trigger
Instant
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- When to Trigger
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Instant
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- Interviews Created By
Trigger
Instant
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- When to Trigger
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Instant
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- Select entity removed from folderRequired
- Select folderRequired
- ID for specific sample data
Trigger
Instant
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- Candidate IDRequired
- Document TypeRequired
- FilenameRequired
- FileRequired
Action
Write
- Company IDRequired
- Note TypeRequired
- Note TextRequired
Action
Write
- First NameRequired
- Last NameRequired
- EmailRequired
- Salutation
- Mobile
- Phone
- Date of Birth
- Emergency Contact
- Emergency Phone
- Unsubscribed
- Candidate Source
- Candidate Status
- Candidate Internal Rating
- Candidate Summary
- Recruiter/s
- Street Line 1
- Street Line 2
- City
- State
- Postcode
- Country Code (Alpha-2)
- LinkedIn
- Facebook
- Twitter
- Employer
- Position
- Work Type
- Salary Rate Per
- Salary Rate
- Position
- Work Type
- Salary Rate Per
- Minimum Salary Rate
- Maximum Salary Rate
- Immediately?
- Relative Unit
- Relative Period
- From Date
Action
Write
- First NameRequired
- Last NameRequired
- EmailRequired
- Phone
- Mobile
- Unsubscribed
- Salutation
- Status
- Company
- Position
- Owner
- LinkedIn
- Facebook
- Twitter
Action
Write
- TitleRequired
- CompanyRequired
- Work Type
- StageRequired
- Value
- Estimated Close
- Job Owner(s)Required
- Additional Information
Action
Write
- Job Order IDRequired
- Note TypeRequired
- Note TextRequired
Action
Write
- Application IDRequired
- Application StatusRequired
- Note Text
Action
Write
- Candidate IDRequired
- Attachment IDRequired
- Document Type
- Document Category
- Expiry Date
Action
Write
- Company IDRequired
- Company Name
- Summary
- Company Status
- Owner
- LinkedIn
- Facebook
- Twitter
Action
Write
- Opportunity IDRequired
- Title
- Company
- Work Type
- Stage
- Value
- Estimated Close
- Job Owner(s)
- Additional Information
Action
Write
- Candidate ID
- Email
- Find Full Name
- Find Mobile
Action
Search
- Contact ID
- Email
- Find Full Name
- Find Company ID
Action
Search
- Placement ID
- Candidate Full Name
- Candidate ID
- Company Full Name
- Company ID
- Placement Approved?
- Placement Type
Action
Search
- Candidate IDRequired
Action
Search
- Company IDRequired
Action
Search
- Job Order IDRequired
Action
Search
- Candidate ID
- EmailRequired
- Find Full Name
- Find Mobile
- First NameRequired
- Last NameRequired
- Salutation
- Mobile
- Phone
- Date of Birth
- Emergency Contact
- Emergency Phone
- Unsubscribed
- Candidate Source
- Candidate Status
- Candidate Internal Rating
- Candidate Summary
- Recruiter/s
- Street Line 1
- Street Line 2
- City
- State
- Postcode
- Country Code (Alpha-2)
- LinkedIn
- Facebook
- Twitter
- Employer
- Position
- Work Type
- Salary Rate Per
- Salary Rate
- Position
- Work Type
- Salary Rate Per
- Minimum Salary Rate
- Maximum Salary Rate
- Immediately?
- Relative Unit
- Relative Period
- From Date
Action
Search or write
- Contact ID
- EmailRequired
- Find Full Name
- Find Company ID
- First NameRequired
- Last NameRequired
- Phone
- Mobile
- Unsubscribed
- Salutation
- Status
- Company
- Position
- Owner
- LinkedIn
- Facebook
- Twitter
Action
Search or 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

Job Ad Expired
Triggers when a job ad has expired on a job board. Will trigger multiple times if posted on multiple job boards
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Instant
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- When to Trigger
Trigger
Instant
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- When to Trigger
Trigger
Instant
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New Interview / Meeting Event Scheduled
Triggers when you have scheduled an event.
Trigger
Instant
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New Job Ad Posted
Triggers when a new job ad is posted on a job board. Will trigger multiple times if posted on multiple job boards
Trigger
Instant
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- When to Trigger
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Instant
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- Application IDRequired
- Note TypeRequired
- Note TextRequired
Action
Write
- Candidate IDRequired
- Note TypeRequired
- Note TextRequired
Action
Write
- Contact IDRequired
- Note TypeRequired
- Note TextRequired
Action
Write
- Company NameRequired
- Status
- Owner
- LinkedIn
- Facebook
- Twitter
Action
Write
- Job TitleRequired
- Job Description
- Work TypeRequired
- Number of Jobs
- Job OwnerRequired
- Job Source
- Status
- Location
- Company
- Recruiter/s
- Amount
- Type
Action
Write
- TitleRequired
- Start AtRequired
- End AtRequired
- All Day
- Priority
- Assignee/sRequired
- Primary Record TypeRequired
- Primary Record IDRequired
- Associated Applications
- Associated Candidates
- Associated Companies
- Associated Contacts
- Associated Jobs
- Associated Placements
Action
Write
- Placement IDRequired
- Note TypeRequired
- Note TextRequired
Action
Write
- Candidate IDRequired
- First Name
- Last Name
- Email
- Salutation
- Mobile
- Phone
- Date of Birth
- Emergency Contact
- Emergency Phone
- Unsubscribed
- Candidate Status
- Candidate Internal Rating
- Candidate Summary
- Seeking?
- Recruiter/s
- Street Line 1
- Street Line 2
- City
- State
- Postal Code
- Country Code (Alpha-2)
- LinkedIn
- Facebook
- Twitter
- Employer
- Positon
- Work Type
- Salary Rate Per
- Salary Rate
- Position
- Work Type
- Salary Rate Per
- Minimum Salary Rate
- Maximum Salary Rate
- Immediately?
- Relative Unit
- Relative Period
- From Date
Action
Write
- Candidate IDRequired
- Categories
- Sub Categories
- Skills
Action
Write
- Contact IDRequired
- First Name
- Last Name
- Email
- Phone
- Mobile
- Unsubscribed
- Salutation
- Contact Status
- Company
- Position
- Owner
- LinkedIn
- Facebook
- Twitter
Action
Write
- Application ID
- Candidate ID
- Job ID
- Job Ad ID
- Active Applications Only?
Action
Search
- Company ID
- Company Name
Action
Search
- Job Order ID
- Job Title
- Owner ID
- Company Name
- Company ID
Action
Search
- Application IDRequired
Action
Search
- Candidate IDRequired
- DocumentRequired
Action
Search
- Contact IDRequired
Action
Search
- Placement IDRequired
Action
Search
- Company ID
- Company NameRequired
- Status
- Owner
- LinkedIn
- Facebook
- Twitter
Action
Search or write
- Job Order ID
- Job TitleRequired
- Job OwnerRequired
- Company Name
- Company
- Job Description
- Work TypeRequired
- Number of Jobs
- Job Source
- Status
- Location
- Recruiter/s
- Amount
- Type
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 JobAdder

JobAdder is the ATS and CRM recruiters love to use. Increase your productivity, growth and ROI by improving your user adoption rate.

Learn more

Related categories

CRM (Customer Relationship Management)

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.

JobAdder + Sage Intacct

Create contacts in Sage Intacct for new or updated companies in JobAdder

Entity Added to Folder

New Retained Invoice Sent

Candidates - New or Status Changed

Contacts - New or Status Changed

New Interview Scheduled

Job Orders - New or Status Changed

Entity Removed From Folder

Attach a Candidate Document

Add Company Note

Create Candidate

Create Contact

Create Opportunity

Add Job Order Note

Update Application Status

Update Candidate Document Details

Update Company

Update Opportunity

Find Candidate

Find Contact

Find Placement

Get Candidate by ID

Get Company by ID

Get Job Order by ID

Find or Create a Candidate Record

Find or Create Contact a Contact Record

New Contact

New Payment Received (Accounts Receivable)

Create Bill

Create Customer

Find Bill

Find Invoice

Job Ad Expired

Applications - New or Status Changed

Companies - New or Status Changed

New Interview / Meeting Event Scheduled

New Job Ad Posted

Placements - New or Status Changed

Add Application Note

Add Candidate Note

Add Contact Note

Create Company

Create Job Order

Create User Task

Add Placement Note

Update Candidate

Update Candidate Skills

Update Contact

Find Application

Find Company

Find Job Order

Get Application by ID

Get Candidate Document - Cover Letter or Resume

Get Contact by ID

Get Placement by ID

Find or Create a Company Record.

Find or Create a Job Order Record

New Invoice

New Vendor

Create Contact

Create Invoice

Find Customer

Find Vendor

About JobAdder

Related categories

Similar apps

Zapier Interfaces

About Sage Intacct

Related categories

Related Zap Templates

Related Zap Templates