Planning Pod + Sage Intacct

Create new Sage Intacct contacts from new Planning Pod contacts

Stay organized and efficient with this Planning Pod to Sage Intacct automation. Now, with this workflow, every new contact you add in Planning Pod will be instantly created as a contact in Sage Intacct. This not only streamlines your contact management process but also saves you time and avoids manual data entry. Never worry about keeping your accounts updated, this workflow has got you covered.

When this happens...
New Contact
Triggers when a new contact 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 Appointment
Triggers when a new appointment is created in the calendar.
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
New Deposit
Triggers when a new deposit is created.
Trigger
Polling
Try It
New Invoice Payment
Triggers when a new payment is created for an invoice.
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It

New Proposal
Triggers when a new proposal has been created.
Trigger
Polling
Try It
New To-Do
Triggers when a new to-do is created in an event.
Trigger
Polling
Try It

- Event Name (Tentative)Required
- First NameRequired
- Last NameRequired
- EmailRequired
- Event Start Date (Tentative)Required
- Event End Date (Tentative)
- Event Budget (Tentative)
- Prefix
- Suffix
- Title
- Company
- Phone
- Street
- Apt/Suite
- City
- State
- Zipcode
- Country
Action
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

New Attendee
Triggers when a new attendee is created in an event.
Trigger
Polling
Try It
New Contract Signature
Triggers when a contract has been signed.
Trigger
Polling
Try It
New Form Response
Triggers when a new form response is captured.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Ticket Payment
Triggers when a new ticket payment is created.
Trigger
Polling
Try It
New Proposal Signature
Triggers when a proposal has been signed.
Trigger
Polling
Try It
- First NameRequired
- Last NameRequired
- EmailRequired
- Prefix
- Suffix
- Title
- Company
- Phone
- Street
- Apt/Suite
- City
- State
- Zipcode
- Country
Action
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

About Planning Pod

Planning Pod is an event management platform designed for event venues and planning professionals to keep you and your team organized and to centralize your event details.

Related categories

Event Management

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 new Sage Intacct contacts from new Planning Pod contacts

Planning Pod + Sage Intacct

Create new Sage Intacct contacts from new Planning Pod contacts

Supported triggers and actions

New Appointment

New Contact

New Deposit

New Invoice Payment

New Lead

New Proposal

New To-Do

Create Lead

New Invoice

New Vendor

Create Contact

Create Invoice

Find Customer

Find Vendor

New Attendee

New Contract Signature

New Form Response

New Invoice

New Ticket Payment

New Proposal Signature

Create Contact

New Contact

New Payment Received (Accounts Receivable)

Create Bill

Create Customer

Find Bill

Find Invoice

About Planning Pod

Related categories

About Sage Intacct

Related categories

Related Zap Templates

Related Zap Templates