B1G1 + Sage Intacct

Add recurring impacts to B1G1 cart when new payments are received in Sage Intacct accounts receivable

Organize your finances and charitable initiatives more conveniently with this workflow. Once a new payment is received in your Sage Intacct accounts receivable, it prompts the B1G1 system to add a recurring impact to your cart. This streamlines the process, eliminating the need for manual data entry and fostering your commitment to give back through your business, seamlessly connecting your financial management with your philanthropic efforts.

Organize your finances and charitable initiatives more conveniently with this workflow. Once a new payment is received in your Sage Intacct accounts receivable, it prompts the B1G1 system to add a recurring impact to your cart. This streamlines the process, eliminating the need for manual data entry and fostering your commitment to give back through your business, seamlessly connecting your financial management with your philanthropic efforts.

  1. When this happens...
    Sage IntacctSage Intacct
    New Payment Received (Accounts Receivable)

    Triggers when a new AR payment is added.

    TriggerScheduled
  2. automatically do this!
    B1G1B1G1
    ActionWrite
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Supported triggers and actions

    • 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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About B1G1

Embed giving into the heart of your business model and activities through B1G1’s giving platform
Learn more

Related categories

  • Fundraising
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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