Sage Intacct + Salesforce
Update and find customers on Sage Intacct for every updated field on Salesforce records
Enhance your efficiency with this intuitive workflow that springs into action whenever a field is updated in Salesforce. It swiftly locates the related customer in the Sage Intacct app, ensuring a constant and accurate data flow between both platforms. Discover how this automation can help you minimize time-consuming data entry and maintain up-to-date customer information across systems.
Enhance your efficiency with this intuitive workflow that springs into action whenever a field is updated in Salesforce. It swiftly locates the related customer in the Sage Intacct app, ensuring a constant and accurate data flow between both platforms. Discover how this automation can help you minimize time-consuming data entry and maintain up-to-date customer information across systems.
- When this happens!
Updated Field on RecordTriggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
TriggerPollingZapier checks for new data every 15 min on the Free plan
- Free forever for core features
- 14 day trial for premium features & apps
New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
RecordRequired
FileRequired
VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
AccountRequired
Opportunity
Create new opportunity?
Converted StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note ContentRequired
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Warning
Salesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
Record (Optional)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Disclaimer
Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCampaignRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Salesforce ObjectRequired
Description
Attachment visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Title
Description
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note
Salesforce ObjectRequired
Note Visibility
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
CC
BCC
SubjectRequired
Email FormatRequired
Sender TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE clauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
Related categories
Related Zap Templates
- Create Salesforce leads with new Gravity Forms submissions
- Add new Facebook Lead Ads leads as leads in Salesforce
- Add new Google Ads leads to Salesforce
- Send new Unbounce leads to Salesforce
- Send funnel events to Facebook Conversions from Salesforce
- Create and update contacts in Salesforce for new Givebutter transactions
- Add new Salesforce leads to Google Ads customer lists with emails
- Add new Salesforce contacts to Mailchimp
- Send Slack channel messages for new updated fields on records in Salesforce
- Create Google Ads offline conversions for new Salesforce opportunities
- Create Salesforce leads from new Squarespace Forms form submissions
- Get Slack notifications for new Salesforce opportunities
- Add new leads on Salesforce for new Webflow form submissions
- Create Sendinblue contacts from new Salesforce leads
- Post Slack channel messages for new closed opportunities in Salesforce
- Search for or create Salesforce contacts and create new opportunities from PayPal sales
- Send Offline Conversion to Google Ads for Updated Field on Record in Salesforce
- Add new Typeform form entries to Salesforce as leads
- Create Salesforce campaigns from new Eventbrite events
- "create Salesforce leads from new Zapier Interfaces form submissions"
- Create Salesforce leads from new Calendly events
- Add new Leadpages leads to Salesforce
- Create Salesforce tasks from new Acuity Scheduling appointments
- Add new Salesforce leads to Google Ads Customer Lists
- Send Slack channel messages for new Salesforce custom objects
- Verify new SalesForce lead email addresses with NeverBounce
- Add leads to Salesforce from new rows on Google Sheets
- Create offline conversions in Google Ads for newly-closed Salesforce opportunities
- Create Salesforce records from new Givebutter transactions
- Create Salesforce leads with new webhooks
- Create Salesforce opportunities from new Stripe payments
- Add new contacts in Salesforce to Google Ads Custom Lists
- Find or create Salesforce contacts when new Acuity Scheduling appointments are made
- Create Salesforce contacts from new Shopify customers
- Create offline conversions when new Salesforce records are updated
- Generate QuickBooks Online customers with new Salesforce accounts
- Create new ClickUp tasks when new opportunities are added in Salesforce
- Update Salesforce custom objects with new caught webhooks
- Add new Salesforce leads to Mailchimp lists
- Create Salesforce records from newly-caught webhooks
- Add new LinkedIn Ads as leads in Salesforce
- Add new Salesforce tasks to Asana
- Create Slack messages for new Salesforce leads
- Add new Salesforce events to Google Calendar as detailed events
- Create Salesforce records from new Zapier tables data
- Add leads in Salesforce when new LiveChat chats end
- Create Salesforce leads from new WPForms entries
- Add new Gravity forms entries as custom objects in Salesforce
- Create Salesforce customers and custom objects for new Acuity Scheduling appointments
- Add a new lead on Salesforce from a new Duda form submission
- Save new Salesforce events to Google Calendar
- Create Salesforce records from new Raisely donations
- Send conversion events in LinkedIn Conversions when updated records in Salesforce are detected
- Send Getform submissions to Salesforce as new leads
- Add new Eventbrite attendees as contacts in Salesforce campaigns
- Create Google Ads offline conversions for newly-updated Salesforce opportunities
- Add new Salesforce tasks as new events on your Google Calendar
- Create custom Salesforce objects from new rows on Google Sheets
- Add new Wufoo entries as leads in Salesforce
- Add new Salesforce contacts to Google Contact as contacts
- Create Salesforce events from new OnceHub bookings
- Create Salesforce leads from emails parsed by mailparser.io
- Add Contact to Customer List With Email in Google Ads for Updated Field on Record in Salesforce
- Create Salesforce leads from new Gmail emails
- Add leads to Salesforce from new WooCommerce orders
- Create Salesforce leads from new Google Forms responses
- Update Salesforce custom objects before or after new Acuity Scheduling appointments
- Create leads in Salesforce from new Zendesk tickets
- Add Salesforce leads from new HubSpot form submissions
- Add new Gravity Forms form submissions to Salesforce as contacts
- Create custom Salesforce objects from new Jotform submissions
- Add Salesforce Conversions to Google Ads
- Add or update Mailchimp subscribers for new updated fields on Salesforce records
- Update Salesforce contacts when Mailchimp subscribers are updated
- Create Salesforce records for new Givebutter campaigns
- Create Lead in Salesforce for new lead form entries in Google Ads
- Validate new Salesforce leads with ZeroBounce
- Share new updates from Salesforce as funnel events to Facebook Conversions
- Create Google Sheets spreadsheet rows from new Salesforce custom objects
- Update Salesforce records when Airtable records are new or updated
- Create Xero invoices from new Salesforce custom objects
- Send Offline Conversion to Google Ads for New Record in Salesforce
- Create Salesforce contacts from new Typeform form entries
- Create contacts and opportunities in Salesforce from new WooCommerce sales
- Add contacts to Google Ads customer lists for new closed opportunities on Salesforce
- Create Salesforce records for new LearnWorlds users
- Add leads to Salesforce for new CallRail calls
- Create Salesforce contacts from new Facebook Lead Ads leads
- Create Salesforce records for new Stripe payments
- Send offline conversions in Google Ads for new Salesforce leads
- Log new contacts on Salesforce as offline conversions in Google Ads
- Add new leads in TikTok Lead Generation as records in Salesforce
- Create Salesforce leads from new Growform submissions
- Create Pipefy cards for new Salesforce leads
- Create new Salesforce records for each new Shopify order
- Add new Salesforce contacts to Constant Contact
- Create Salesforce leads from Cognito Forms responses
- Add new Jotform form entries to Salesforce as leads
- Update Sendinblue contacts from new updated fields on records in Salesforce
- Create opportunities on Salesforce from new Donately donations
Related Zap Templates
- Create Salesforce leads with new Gravity Forms submissions
- Send new Unbounce leads to Salesforce
- Add new Salesforce leads to Google Ads customer lists with emails
- Create Google Ads offline conversions for new Salesforce opportunities
- Add new leads on Salesforce for new Webflow form submissions
- Search for or create Salesforce contacts and create new opportunities from PayPal sales
- Create Salesforce campaigns from new Eventbrite events
- Add new Leadpages leads to Salesforce
- Send Slack channel messages for new Salesforce custom objects
- Create offline conversions in Google Ads for newly-closed Salesforce opportunities
- Create Salesforce opportunities from new Stripe payments
- Create Salesforce contacts from new Shopify customers
- Create new ClickUp tasks when new opportunities are added in Salesforce
- Create Salesforce records from newly-caught webhooks
- Create Slack messages for new Salesforce leads
- Add leads in Salesforce when new LiveChat chats end
- Create Salesforce customers and custom objects for new Acuity Scheduling appointments
- Create Salesforce records from new Raisely donations
- Add new Eventbrite attendees as contacts in Salesforce campaigns
- Create custom Salesforce objects from new rows on Google Sheets
- Create Salesforce events from new OnceHub bookings
- Create Salesforce leads from new Gmail emails
- Update Salesforce custom objects before or after new Acuity Scheduling appointments
- Add new Gravity Forms form submissions to Salesforce as contacts
- Add or update Mailchimp subscribers for new updated fields on Salesforce records
- Create Lead in Salesforce for new lead form entries in Google Ads
- Create Google Sheets spreadsheet rows from new Salesforce custom objects
- Send Offline Conversion to Google Ads for New Record in Salesforce
- Add contacts to Google Ads customer lists for new closed opportunities on Salesforce
- Create Salesforce contacts from new Facebook Lead Ads leads
- Log new contacts on Salesforce as offline conversions in Google Ads
- Create Pipefy cards for new Salesforce leads
- Create Salesforce leads from Cognito Forms responses
- Create opportunities on Salesforce from new Donately donations
- Add new Facebook Lead Ads leads as leads in Salesforce
- Send funnel events to Facebook Conversions from Salesforce
- Add new Salesforce contacts to Mailchimp
- Create Salesforce leads from new Squarespace Forms form submissions
- Create Sendinblue contacts from new Salesforce leads
- Send Offline Conversion to Google Ads for Updated Field on Record in Salesforce
- "create Salesforce leads from new Zapier Interfaces form submissions"
- Create Salesforce tasks from new Acuity Scheduling appointments
- Verify new SalesForce lead email addresses with NeverBounce
- Create Salesforce records from new Givebutter transactions
- Add new contacts in Salesforce to Google Ads Custom Lists
- Create offline conversions when new Salesforce records are updated
- Update Salesforce custom objects with new caught webhooks
- Add new LinkedIn Ads as leads in Salesforce
- Add new Salesforce events to Google Calendar as detailed events
- Create Salesforce leads from new WPForms entries
- Add a new lead on Salesforce from a new Duda form submission
- Send conversion events in LinkedIn Conversions when updated records in Salesforce are detected
- Create Google Ads offline conversions for newly-updated Salesforce opportunities
- Add new Wufoo entries as leads in Salesforce
- Create Salesforce leads from emails parsed by mailparser.io
- Add leads to Salesforce from new WooCommerce orders
- Create leads in Salesforce from new Zendesk tickets
- Create custom Salesforce objects from new Jotform submissions
- Update Salesforce contacts when Mailchimp subscribers are updated
- Validate new Salesforce leads with ZeroBounce
- Update Salesforce records when Airtable records are new or updated
- Create Salesforce contacts from new Typeform form entries
- Create Salesforce records for new LearnWorlds users
- Create Salesforce records for new Stripe payments
- Add new leads in TikTok Lead Generation as records in Salesforce
- Create new Salesforce records for each new Shopify order
- Add new Jotform form entries to Salesforce as leads
- Add new Google Ads leads to Salesforce
- Create and update contacts in Salesforce for new Givebutter transactions
- Send Slack channel messages for new updated fields on records in Salesforce
- Get Slack notifications for new Salesforce opportunities
- Post Slack channel messages for new closed opportunities in Salesforce
- Add new Typeform form entries to Salesforce as leads
- Create Salesforce leads from new Calendly events
- Add new Salesforce leads to Google Ads Customer Lists
- Add leads to Salesforce from new rows on Google Sheets
- Create Salesforce leads with new webhooks
- Find or create Salesforce contacts when new Acuity Scheduling appointments are made
- Generate QuickBooks Online customers with new Salesforce accounts
- Add new Salesforce leads to Mailchimp lists
- Add new Salesforce tasks to Asana
- Create Salesforce records from new Zapier tables data
- Add new Gravity forms entries as custom objects in Salesforce
- Save new Salesforce events to Google Calendar
- Send Getform submissions to Salesforce as new leads
- Add new Salesforce tasks as new events on your Google Calendar
- Add new Salesforce contacts to Google Contact as contacts
- Add Contact to Customer List With Email in Google Ads for Updated Field on Record in Salesforce
- Create Salesforce leads from new Google Forms responses
- Add Salesforce leads from new HubSpot form submissions
- Add Salesforce Conversions to Google Ads
- Create Salesforce records for new Givebutter campaigns
- Share new updates from Salesforce as funnel events to Facebook Conversions
- Create Xero invoices from new Salesforce custom objects
- Create contacts and opportunities in Salesforce from new WooCommerce sales
- Add leads to Salesforce for new CallRail calls
- Send offline conversions in Google Ads for new Salesforce leads
- Create Salesforce leads from new Growform submissions
- Add new Salesforce contacts to Constant Contact
- Update Sendinblue contacts from new updated fields on records in Salesforce