Sage Intacct + Simpletix

Create new Sage Intacct contacts from your new Simpletix orders

When a new order is placed in Simpletix, use this workflow to swiftly create a new contact in Sage Intacct. It makes sure all customer details are accurately captured and consistently recorded across your platforms. With this automation, you'll save time on data entry and streamline your customer management process, giving you more time to focus on enhancing your business growth.

When this happens...
New Order
Triggers when a new order is placed for tickets to an event. This contains only the top level financial and transaction information.
TriggerInstant
automatically do this!
Create Contact
Triggers when a new contact is created.
ActionWrite

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Supported triggers and actions

Abandoned Cart Order
Triggers when user have left order in their cart
Trigger
Instant
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Attendee Check-Out
Triggers when a new attendee check out.
Trigger
Instant
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New Attendee
Triggers when a new Attendee is created.
Trigger
Instant
Try It
New Membership Purchased
Triggers when a new membership is purchased or new member is created.
Trigger
Instant
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Wait-List Request
Triggers when a new wait list request is created.
Trigger
Instant
Try It

- Email AddressRequired
- Starting Date
- Ending Date
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

Attendee Check-In
Triggers when a new attendee check in.
Trigger
Instant
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Attendee Updated
Triggers when the attendee or buyer edits attendee information
Trigger
Instant
Try It
New Event
Triggers when a new Event is created.
Trigger
Instant
Try It
New Order
Triggers when a new order is placed for tickets to an event. This contains only the top level financial and transaction information.
Trigger
Instant
Try It
Order Updated
Triggers when the buyer edits order information or staff make edits in the manager panel.
Trigger
Instant
Try It
- 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 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

About Simpletix

SimpleTix is an e-commerce company that offers turn-key solutions for event websites and online ticketing.

Learn more

Related categories

Event Management

Sage Intacct + Simpletix

Create new Sage Intacct contacts from your new Simpletix orders

Supported triggers and actions

Abandoned Cart Order

Attendee Check-Out

New Attendee

New Membership Purchased

Wait-List Request

Find an Order

New Invoice

New Vendor

Create Contact

Create Invoice

Find Customer

Find Vendor

Attendee Check-In

Attendee Updated

New Event

New Order

Order Updated

New Contact

New Payment Received (Accounts Receivable)

Create Bill

Create Customer

Find Bill

Find Invoice

About Sage Intacct

Related categories

About Simpletix

Related categories