Find customers in Sage Intacct for new actions in Podio
Boost your efficiency with this workflow that activates as soon as a new action arises in Podio. It seamlessly searches for the corresponding customer in Sage Intacct, eliminating manual searches and data entry. Enjoy enhanced productivity and accuracy using this streamlined automation process.
Boost your efficiency with this workflow that activates as soon as a new action arises in Podio. It seamlessly searches for the corresponding customer in Sage Intacct, eliminating manual searches and data entry. Enjoy enhanced productivity and accuracy using this streamlined automation process.
- When this happens!New Action
Triggers when an action happens inside an app which you choose.
TriggerInstantThis event starts a Zap instantly.
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OrganizationRequired
WorkspaceRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganizationRequired
WorkspaceRequired
ApplicationRequired
View
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Organization
Triggers when you add a new organization.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganization
Workspace
Application
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganizationRequired
WorkspaceRequired
ApplicationRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganizationRequired
WorkspaceRequired
ApplicationRequired
File Attachment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TextRequired
Description
Due On
Labels
Responsible User
Reminder
Organization
Workspace
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
WorkspaceRequired
ApplicationRequired
Search FieldRequired
Search Field ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
OrganizationRequired
WorkspaceRequired
ApplicationRequired
Field
Action TypeRequired
Include Image Attachments
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrganizationRequired
WorkspaceRequired
ApplicationRequired
View
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganization
Workspace
Application
Label
Responsible User
Status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planAttach ToRequired
FileRequired
Silent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
WorkspaceRequired
TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
WorkspaceRequired
ApplicationRequired
Item to be updatedRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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Related categories
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