Sage Intacct + Studio Pro

Create contacts in Sage Intacct for new students in Studio Pro

Stay organized and efficient with this automation which creates a new contact in Sage Intacct whenever a new student is enrolled in Studio Pro. Eliminate the need for manual data entry and ensure accurate and timely information flow between systems. This workflow simplifies contact management, saving you precious time and letting you focus on providing the best experience for your dance students.

When this happens...
New Student
Triggers when a new student is created.
TriggerPolling
automatically do this!
Create Contact
Triggers when a new contact is created.
ActionWrite

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Supported triggers and actions

Class Added
Triggers when a student adds a class.
Trigger
Polling
Try It
New Non-Revenue Credit
Triggers when a non-revenue credit is posted to a student account
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
New Payment
Triggers when a new payment is logged for a student
Trigger
Polling
Try It
New Student
Triggers when a new student is created.
Trigger
Polling
Try It

- You can use a name to identify this action in DSPRequired
Trigger
Instant
Try It
- You can use a name to identify this action in DSPRequired
Trigger
Instant
Try It

- 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

Class Dropped
Triggers when a student drops a class.
Trigger
Polling
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New Debit
Triggers when a new debit is posted to a student account.
Trigger
Polling
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New Parent
Triggers when a new parent is created.
Trigger
Polling
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New Refund
Triggers when a new refund is logged on a student journal.
Trigger
Polling
Try It
- You can use a name to identify this action in DSPRequired
Trigger
Instant
Try It
- You can use a name to identify this action in DSPRequired
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 Studio Pro

Studio Pro is a trusted solution for performance-driven businesses - dance studios, cheer gyms, gymnastics academies, theatre programs, etc

Learn more

Related categories

CRM (Customer Relationship Management)

Sage Intacct + Studio Pro

Create contacts in Sage Intacct for new students in Studio Pro

Supported triggers and actions

Class Added

New Non-Revenue Credit

New Lead

New Payment

New Student

Send Leads

Send Students

New Invoice

New Vendor

Create Contact

Create Invoice

Find Customer

Find Vendor

Class Dropped

New Debit

New Parent

New Refund

Send Classes

Send Parents

New Contact

New Payment Received (Accounts Receivable)

Create Bill

Create Customer

Find Bill

Find Invoice

About Sage Intacct

Related categories

About Studio Pro

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates