Sage Intacct + Wix
Create new Sage Intacct contacts from new Wix bookings
Streamline your booking to contacts process with this efficient workflow. When a new booking is made on Wix, it triggers the creation of a new contact in Sage Intacct, ensuring all your customer information is accurately gathered in one place. This workflow eliminates the need for manual data entry, saving time and reducing potential errors.
Streamline your booking to contacts process with this efficient workflow. When a new booking is made on Wix, it triggers the creation of a new contact in Sage Intacct, ensuring all your customer information is accurately gathered in one place. This workflow eliminates the need for manual data entry, saving time and reducing potential errors.
- When this happens...
BookingsTriggers when a session starts, ends or a client books or checks in.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create ContactTriggers when a new contact is created.
ActionWriteCreate a new record or update an existing record in your app.
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Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Copy Field Install App Help Text
Event startsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Copy Field Install App Help Text
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Copy Field Install App Help Text
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Copy Field Install App Help Text
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Copy Field Install App Help Text
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Copy Field Install App Help Text
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Copy Field Install App Help Text
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Copy Field Install App Help Text
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Copy Field Install App Help Text
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Copy Field Install App Help Text
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Find Customer
Finds a customer based on search criteria.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Vendor
Finds a vendor based on a search criteria.
ActionThis is an event a Zap performs.SearchFind existing data in your app
Copy Field Install App Help Text
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Copy Field Install App Help Text
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Copy Field Install App Help Text
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Copy Field Install App Help Text
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Copy Field Install App Help Text
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Copy Field Install App Help Text
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Copy Field Install App Help Text
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Copy Field Install App Help Text
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Copy Field Install App Help Text
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Copy Field Install App Help Text
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planVendor 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Bill
Finds a bill based on a search criteria.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Invoice
Finds a invoice based on a search criteria.
ActionThis is an event a Zap performs.SearchFind existing data in your app
About Sage Intacct
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About Wix
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