Podio + Sage Intacct

Create new items in Podio for each new invoice in Sage Intacct

Streamline your financial and project management tasks with this handy workflow. When a new invoice is created in Sage Intacct, it prompts Podio to generate a corresponding item. This seamless connection allows you to manage your invoicing and projects in a cohesive and efficient manner, eliminating manual data entry and enhancing productivity. Increased efficiency can lead to improved financial management for your business.

Streamline your financial and project management tasks with this handy workflow. When a new invoice is created in Sage Intacct, it prompts Podio to generate a corresponding item. This seamless connection allows you to manage your invoicing and projects in a cohesive and efficient manner, eliminating manual data entry and enhancing productivity. Increased efficiency can lead to improved financial management for your business.

  1. When this happens...
    Sage IntacctSage Intacct
    New Invoice

    Triggers when a new invoice is created.

    TriggerPolling
  2. automatically do this!
    PodioPodio
    ActionWrite
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Supported triggers and actions

    • 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
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About Podio

Podio is a collaborative work platform that's perfect for managing projects, teams, and anything else in your business that needs flexible apps that work the way you do.
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  • Project Management

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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