Hubstaff + Sage Intacct

Create new contacts in Sage Intacct for new clients in Hubstaff

Manage your new contacts with efficiency using this workflow. Whenever you add a new client in your Hubstaff, the details swiftly make their way to your Sage Intacct as a new contact. This simplifies the process of manual data entry, ensuring all your contacts are up-to-date across apps. Experience a smoother business process with this automation.

When this happens...
New Client
Triggers when a new client is added.
TriggerInstant
automatically do this!
Create Contact
Triggers when a new contact is created.
ActionWrite

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Supported triggers and actions

What does this mean?

- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
- NameRequired
- Emails
- Phone Number
- Address
- Project IDs
- Invoice Notes
- Net Terms
Action
Write
- SummaryRequired
- OrganizationRequired
- ProjectRequired
- AssigneeRequired
Action
Write
- Status
Trigger
Scheduled
Try It
New Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Trigger
Scheduled
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- 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

- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
- NameRequired
- Description
- Client
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
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
Find Customer
Finds a customer based on search criteria.
Action
Search
Find Vendor
Finds a vendor based on a search criteria.
Action
Search

About Hubstaff

Hubstaff is a time tracking tool that helps distributed teams boost productivity while streamlining admin tasks like timesheets, to-do and project management, and payroll.

Related categories

Productivity

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

Related Zap Templates

Create new Sage Intacct contacts from new Hubstaff clients

Create new Sage Intacct contacts for new Hubstaff clients

Create new Sage Intacct contacts for every new client in Hubstaff

Hubstaff + Sage Intacct

Create new contacts in Sage Intacct for new clients in Hubstaff

New Client

New Schedule

Schedule Updated

Early Shift

Missed Shift

To-Do User Assigned

New To-Do

Started Timer

Create Client

Create To-Do

New Contact

New Payment Received (Accounts Receivable)

Create Bill

Create Customer

Find Bill

Find Invoice

New Project

Schedule Deleted

Abandoned Shift

Late Shift

On Time Shift

Task Completed

To-Do User Unassigned

Stopped Timer

Create Project

API Request (Beta)

New Invoice

New Vendor

Create Contact

Create Invoice

Find Customer

Find Vendor

About Hubstaff

Related categories

About Sage Intacct

Related categories

Related Zap Templates

Related Zap Templates