Sage Intacct + ToneDen

Create new Sage Intacct contacts from new ToneDen fan emails

When you gain a new fan email on ToneDen, this automation will create a new contact in your Sage Intacct. This streamlined process saves time and ensures every new fan is promptly added to your Sage Intacct contacts. Focus on building stronger relations with your fans, while this workflow handles the data entry for you.

When this happens...
New Fan Email Gained
Triggers when you gain a new fan email– either by unlocking a social unlock, entering a contest, or signing up through an email subscribe form.
TriggerInstant
automatically do this!
Create Contact
Triggers when a new contact is created.
ActionWrite

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Supported triggers and actions

Ad Campaign Created
Triggers when a new ad campaign is created.
Trigger
Instant
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New Contest Created
Triggers when a new contest is created.
Trigger
Instant
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- Type of CampaignRequired
- Your Campaigns
- Only Send Fans With EmailsRequired
Trigger
Instant
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New Social Unlock Created
Triggers when a new social unlock is created.
Trigger
Instant
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- State
Trigger
Polling
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- Status
Trigger
Polling
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- 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

New Campaign Created
Triggers when any new campaign is created.
Trigger
Instant
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New Smart Link Created
Triggers when a new smart link is created.
Trigger
Instant
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New Playbook Created
Triggers when a new playbook is created.
Trigger
Instant
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- Status
Trigger
Polling
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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.