Raisely + Sage Intacct

Create new Sage Intacct contacts from new people in Raisely

This workflow streamlines your contact management process by linking your Raisely and Sage Intacct systems. Each time a new person is added in Raisely, their information is instantly created as a new contact in Sage Intacct. This automatic process saves you time, eliminates manual data entry and ensures consistent information across both platforms. Experience seamless and efficient contact management with this useful automation.

When this happens...
New Person
Triggers when a new person signs up to one of your organisation's campaigns.
TriggerInstant
automatically do this!
Create Contact
Triggers when a new contact is created.
ActionWrite

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Supported triggers and actions

New Campaign
Triggers when a new fundraising campaign is created.
Trigger
Polling
Try It
New Interaction
Triggers when a new custom interaction is created on a person in Raisely CRM.
Trigger
Instant
Try It
- CampaignRequired
Trigger
Instant
Try It
- PersonRequired
- Interaction CategoryRequired
- Notes
- Pinned
Action
Write
- CampaignRequired
- ProfileRequired
- AmountRequired
- CurrencyRequired
- Date
Action
Write

- PersonRequired
- TagRequired
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

- CampaignRequired
Trigger
Instant
Try It
- Campaign
Trigger
Instant
Try It
- CampaignRequired
Trigger
Instant
Try It
- TagRequired
- PersonRequired
Action
Write
- Unsubscribed
Action
Write
- Email AddressRequired
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 Raisely

Raisely is an online fundraising platform to help charities raise money online and nurture their supporters.

Learn more

Related categories

Fundraising

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 for new persons added in Raisely

Create Sage Intacct contacts from new Raisely people

Raisely + Sage Intacct

Create new Sage Intacct contacts from new people in Raisely

Supported triggers and actions

New Campaign

New Interaction

New Profile

Add an Interaction

Create Offline Donation

Remove a Tag

New Contact

New Payment Received (Accounts Receivable)

Create Bill

Create Customer

Find Bill

Find Invoice

New Online Donation

New Person

Profile Updated

Add a Tag

Create or Update a Person

Find Person

New Invoice

New Vendor

Create Contact

Create Invoice

Find Customer

Find Vendor

About Raisely

Related categories

About Sage Intacct

Related categories

Related Zap Templates

Related Zap Templates