Sage Intacct + TrainHeroic

Create contacts in Sage Intacct from new trials started in TrainHeroic marketplace

Maintain an up-to-date contact database with this seamless workflow between TrainHeroic and Sage Intacct. When a user starts a new trial on TrainHeroic, a corresponding contact is swiftly created in Sage Intacct. This automation process aids in efficient contact management and ensures you never miss a potential customer from your fitness community.

When this happens...
Marketplace - New Trial Started
Triggers when a new athlete trial is started.
TriggerInstant
automatically do this!
Create Contact
Triggers when a new contact is created.
ActionWrite

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Supported triggers and actions

Athlete Accepts 1:1 Invitation
Triggers when an athlete you coach 1:1 accepts an invitation.
Trigger
Instant
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Athlete Accepted an Invitation to Join Team
Triggers when an athlete joins a team using an invitation.
Trigger
Instant
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Marketplace - Trial Did Not Convert
Triggers when an athlete trial fails to convert to paid.
Trigger
Instant
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Marketplace - New Team Sale Without a Prior Trial
Triggers when there's a new athlete team purchase without a prior trial.
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

Athlete Cancels Team Subscription
Triggers when an athlete leaves any team.
Trigger
Instant
Try It
Marketplace - Trial Converted
Triggers when an athlete trial converts to paid.
Trigger
Instant
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Marketplace - New Program Sale
Triggers when there's a new athlete program purchase.
Trigger
Instant
Try It
Marketplace - New Trial Started
Triggers when a new athlete trial is started.
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

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 TrainHeroic

TrainHeroic is a training tool to help coaches and athletes achieve their fitness goals.

Learn more

Related categories

Fitness

Related Zap Templates

Create new Sage Intacct contacts for every new TrainHeroic marketplace trial started

Sage Intacct + TrainHeroic

Create contacts in Sage Intacct from new trials started in TrainHeroic marketplace

Supported triggers and actions

Athlete Accepts 1:1 Invitation

Athlete Accepted an Invitation to Join Team

Marketplace - Trial Did Not Convert

Marketplace - New Team Sale Without a Prior Trial

New Contact

New Payment Received (Accounts Receivable)

Create Bill

Create Customer

Find Bill

Find Invoice

Athlete Cancels Team Subscription

Marketplace - Trial Converted

Marketplace - New Program Sale

Marketplace - New Trial Started

New Invoice

New Vendor

Create Contact

Create Invoice

Find Customer

Find Vendor

About Sage Intacct

Related categories

About TrainHeroic

Related categories

Related Zap Templates

Related Zap Templates