Asana + Sage Intacct

Create tasks in Asana for every new invoice in Sage Intacct

When a new invoice is created within Sage Intacct, this workflow ensures that a corresponding task is established in Asana. This real-time interaction between the two apps simplifies your bookkeeping processes by creating a centralized task management system. Not only does this save time, but it also enhances your efficiency by streamlining the invoicing process. It's the perfect solution for those seeking organized and cohesive financial task management.

When a new invoice is created within Sage Intacct, this workflow ensures that a corresponding task is established in Asana. This real-time interaction between the two apps simplifies your bookkeeping processes by creating a centralized task management system. Not only does this save time, but it also enhances your efficiency by streamlining the invoicing process. It's the perfect solution for those seeking organized and cohesive financial task management.

  1. When this happens...
    Sage IntacctSage Intacct
    New Invoice

    Triggers when a new invoice is created.

    TriggerScheduled
  2. automatically do this!
    AsanaAsana
    ActionWrite
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Supported triggers and actions

What does this mean?
    • Status

    Trigger
    Scheduled
    Try It
  • Sage Intacct triggers, actions, and search

    New Payment Received (Accounts Receivable)

    Triggers when a new AR payment is added.

    Trigger
    Scheduled
    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
    • State

    Trigger
    Scheduled
    Try It
    • Status

    Trigger
    Scheduled
    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
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asana logo

About Asana

Asana is a leading work management platform that helps teams orchestrate their work, from daily tasks to strategic initiatives. With Asana, organizations have a living system of clarity where everyone can see, discuss, and execute their team’s priorities.
Learn more

Related categories

  • Project Management

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sage-intacct logo
sage-intacct logo

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