MSAAQ + Sage Intacct

Create new Sage Intacct contacts from new enrollments in MSAAQ

Streamline your contact management process with this simple but effective workflow. Whenever a new enrollment occurs in your MSAAQ app, a corresponding contact is created in the Sage Intacct app. This ensures that all relevant information is transcribed accurately and promptly. Enhance your efficiency and ensure no contact is ever missed out, saving time and reducing manual data entry.

When this happens...
New Enrollment
Triggers when a user enrolls (or is manually enrolled) in a course.
TriggerInstant
automatically do this!
Create Contact
Triggers when a new contact is created.
ActionWrite

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Supported triggers and actions

Assignment Submitted
Triggers when a user submits an assignment.
Trigger
Instant
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Chapter Completed
Triggers when a user successfully finishes a complete chapter within a course.
Trigger
Instant
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Product Purchased
Triggers when a user makes a purchase or is manually granted access to a product, bundle, or coaching session.
Trigger
Instant
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New Enrollment
Triggers when a user enrolls (or is manually enrolled) in a course.
Trigger
Instant
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Enrollment Progressed
Triggers when a user makes progress or reaches a specific percentage of completion during the course.
Trigger
Instant
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New User
Triggers when a new user is created.
Trigger
Instant
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New Graded Quiz Result
Triggers when a user completes a graded quiz in one of your courses.
Trigger
Instant
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- EmailRequired
- Name
- Phone Code
- Phone Number
- Password
Action
Write
- ProductRequired
- EmailRequired
- Name
- Phone Code
- Phone Number
- Password
Action
Write
- CourseRequired
- EmailRequired
Action
Write
- note
- Search
- Member
Action
Search
- Status
Trigger
Polling
Try It
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

New Certificate
Triggers when a user gets a certificate.
Trigger
Instant
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Content Completed
Triggers whenever a user successfully completes a single type of course content, such as video, PDF, text and more.
Trigger
Instant
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Course Completed
Triggers when a user completes 100% of a course.
Trigger
Instant
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Enrollment Deleted
Triggers when a user is unenrolled by admins from a course.
Trigger
Instant
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Enrollment Started
Triggers when a user starts watching the content of the course.
Trigger
Instant
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New Order
Triggers when a user places an order for a course, digital product, coaching session, or bundle.
Trigger
Instant
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New Review
Triggers when a user places a review on a course.
Trigger
Instant
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- CourseRequired
- EmailRequired
- Name
- Phone Code
- Phone Number
- Password
Action
Write
- ProductRequired
- EmailRequired
Action
Write
- note
- Search
- CourseRequired
Action
Search
- note
- Search
- ProductRequired
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 MSAAQ

MSAAQ is an all-in-one platform to sell your online courses, digital products, and more without any technical expertise.

Related categories

Online Courses

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 contacts in Sage Intacct for new enrollments in MSAAQ

Create new Sage Intacct contacts from new MSAAQ enrollments

MSAAQ + Sage Intacct

Create new Sage Intacct contacts from new enrollments in MSAAQ

Assignment Submitted

Chapter Completed

Product Purchased

New Enrollment

Enrollment Progressed

New User

New Graded Quiz Result

Create New User

Grant Access

Unenroll Member

Find User

New Contact

New Payment Received (Accounts Receivable)

Create Bill

Create Customer

Find Bill

Find Invoice

New Certificate

Content Completed

Course Completed

Enrollment Deleted

Enrollment Started

New Order

New Review

Enroll User

Revoke Access

Find Course

Find Product

New Invoice

New Vendor

Create Contact

Create Invoice

Find Customer

Find Vendor

About MSAAQ

Related categories

About Sage Intacct

Related categories

Related Zap Templates

Related Zap Templates