Karbon + Sage Intacct

Create contacts in Sage Intacct from new person contacts in Karbon

Enhance your productivity by linking Karbon and Sage Intacct directly. As soon as a new person contact is added in Karbon, this workflow immediately creates a corresponding contact in Sage Intacct. Streamline your work processes and ensure that your contacts are consistently updated across both platforms, without extra manual efforts on your part. Carry on with your tasks while your contacts are managed smoothly in the background.

When this happens...
New Person Contact
Triggers when a new person contact is created.
TriggerInstant
automatically do this!
Create Contact
Triggers when a new contact is created.
ActionWrite

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Supported triggers and actions

New Person Contact
Triggers when a new person contact is created.
Trigger
Instant
Try It
New Organization Contact
Triggers when a new organization contact is created.
Trigger
Instant
Try It
- First NameRequired
- Last NameRequired
- Client Identifier
- Contact Type
- Preferred Name
- Salutation
- Email Address
- Address Line
- City
- State Province County
- Zip Code
- Country
- Phone Number
Action
Write
- NameRequired
- Client Identifier
- Contact Type
- Website
- Address Line
- City
- State Province County
- Zip Code
- Country
- Phone Number
Action
Write
- Search TermRequired
Action
Search

- 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

Person Contact Updated
Triggers when a person contact is updated.
Trigger
Instant
Try It
Organization Contact Updated
Triggers when an organization contact is updated.
Trigger
Instant
Try It
- IdRequired
- First NameRequired
- Last NameRequired
- Client Identifier
- Contact Type
- Preferred Name
- Salutation
- Email Address
- Address Line
- City
- State Province County
- Zip Code
- Country
Action
Write
- IdRequired
- NameRequired
- Client Identifier
- Contact Type
- Website
- Address Line
- City
- State Province County
- Zip Code
- Country
- Phone Number
Action
Write
- Search TermRequired
Action
Search
- 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 Karbon

Karbon is the collaborative practice management platform for accounting firms. It enables seamless communication and workflows so you know who is doing what, when, why, and how.

Learn more

Related categories

Project Management

About Sage Intacct

Sage Intacct is a cloud-based financial management software that streamlines & automates accounting business processes, providing real-time financial insights.

Karbon + Sage Intacct

Create contacts in Sage Intacct from new person contacts in Karbon

Supported triggers and actions

New Person Contact

New Organization Contact

Create Person Contact

Create Organization Contact

Find a Person Contact

New Contact

New Payment Received (Accounts Receivable)

Create Bill

Create Customer

Find Bill

Find Invoice

Person Contact Updated

Organization Contact Updated

Update Person Contact

Update Organization Contact

Find an Organization Contact

New Invoice

New Vendor

Create Contact

Create Invoice

Find Customer

Find Vendor

About Karbon

Related categories

About Sage Intacct

Related categories

Related Zap Templates

Related Zap Templates