Sage Intacct + WaiverForever

Create new Sage Intacct contacts for new waivers submitted in WaiverForever

Effortlessly streamline your contact management process with this workflow. When a new waiver is submitted in WaiverForever, this automation will promptly create a contact in your Sage Intacct system. This guarantees that all your vital information stays up-to-date across both platforms, freeing you up from the manual entry of data while ensuring accuracy and efficiency.

When this happens...
New Waiver Submitted
Triggers when a signed waiver has been submitted.
TriggerInstant
automatically do this!
Create Contact
Triggers when a new contact is created.
ActionWrite

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Supported triggers and actions

- TemplateRequired
Trigger
Instant
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- TemplateRequired
Trigger
Instant
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- TemplateRequired
Trigger
Instant
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- TemplateRequired
- Request Group NameRequired
- Request Group SizeRequired
- Request Group Note
- Request Group TypeRequired
- Recipient ListRequired
- Email NoteRequired
- Reply To EmailRequired
- Expires in (seconds)
Action
Write
- TemplateRequired
- Expires in (seconds)
Action
Write

- 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

- TemplateRequired
Trigger
Instant
Try It
- TemplateRequired
Trigger
Instant
Try It
- TemplateRequired
- Request Group NameRequired
- Request Group SizeRequired
- Request Group Note
- Request Group TypeRequired
Action
Write
- TemplateRequired
- Expires in (seconds)
Action
Write
- 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 WaiverForever

WaiverForever is the ultimate digital waiver and business management solution, perfect for businesses of all sizes across all industries.

Learn more

Related categories

Documents

Related Zap Templates

Create new contacts in Sage Intacct for each new waiver submitted in WaiverForever

Create new contacts in Sage Intacct from new waivers submitted in WaiverForever

Sage Intacct + WaiverForever

Create new Sage Intacct contacts for new waivers submitted in WaiverForever

Supported triggers and actions

New Waiver Accepted

New Waiver Submitted

Waiver Checked In

Create Request Group and Send Request Email

Create Tracking Waiver Request

New Invoice

New Vendor

Create Contact

Create Invoice

Find Customer

Find Vendor

New Waiver Signed (Deprecated)

Waiver PDF Generated

Create Request Group

Create Tracking Waiver Request (Deprecated)

New Contact

New Payment Received (Accounts Receivable)

Create Bill

Create Customer

Find Bill

Find Invoice

About Sage Intacct

Related categories

About WaiverForever

Related categories

Related Zap Templates

Related Zap Templates