Connect intelliHR to Sage Accounting and automate any workflow

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Select a trigger from intelliHR

A trigger is an event that starts your Zap and runs the workflow. For example, with intelliHR, a trigger could be "Job Remuneration Update Scheduled."

A trigger is the event that kicks off your automated workflow.

Setup an action from Sage Accounting

An action is what takes place after the automation is triggered. For example, with Sage Accounting, the action could be "Create Contact Payment."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected intelliHR to Sage Accounting

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Triggers and actions are the main components of every automated workflow.

Connect intelliHR and Sage Accounting to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

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With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect intelliHR and Sage Accounting to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Job Remuneration Update Scheduled
Triggers when a Job Remuneration update is scheduled via the job update screen.
Trigger
Instant
Try It
New Job
Triggers when a new Job is created.
Trigger
Instant
Try It
New Training
Triggers when a new training record is created.
Trigger
Instant
Try It
- Company Start Date
  Required
- Company End Date
- Business Unit Name
  Required
- PersonDescription
- ID
- Name
- Primary Email Address
- Employee Number
- Auto Incrementing intelliHR ID
- BusinessEntityDescription
- ID
- Name
- Legal Name
- Number
- BusinessUnitDescription
- ID
- Name
- LocationDescription
- ID
- Name
- Address
- SupervisorPersonDescription
- ID
- Name
- Primary Email Address
- Employee Number
- Auto Incrementing intelliHR ID
- SupervisorJobDescription
- ID
- Name
- WorkTypeDescription
- ID
- Name
- WorkClassDescription
- ID
- Name
- PayGradeDescription
- ID
- Code
- Name
- FTE
- RecruitmentSourceDescription
- ID
- Name
- Recruitment Cost
- Recruitment Currency
- Type
- Pay Cycle
- Currency
- Hours Per Cycle
- Base Annual Salary
- Base Hourly Rate
- AdditionsToBaseDescription
- AdditionsToBaseNames
- AdditionsToBaseTypes
- AdditionsToBaseValues
- AdditionsToBaseCurrencies
- AdditionsToBaseDefaultRemunerationComponentIds
- AdditionsToBaseDefaultRemunerationComponentNames
- AdditionsToTotalDescription
- AdditionsToTotalNames
- AdditionsToTotalTypes
- AdditionsToTotalValues
- AdditionsToTotalCurrencies
- AdditionsToTotalDefaultRemunerationComponentIds
- AdditionsToTotalDefaultRemunerationComponentNames
- BreakdownsDescription
- BreakdownsNames
- BreakdownsTypes
- BreakdownsValues
- BreakdownsCurrencies
- BreakdownsDefaultRemunerationComponentIds
- BreakdownsDefaultRemunerationComponentNames
- EmploymentConditionDescription
- ID
- Name
- Award Name
Action
Write
- Employee Number
- First Name
- Preferred Name
- Middle Name
- Last Name
  Required
- Primary Email Address
- Primary Phone Number
- Gender
- Date of Birth
- Emergency Contact Email
- Emergency Contact Name
- Emergency Contact Phone Number
- Emergency Contact Relationship
- UserDescription
- Is Enabled
- Username
- Send Welcome Email
Action
Write

- Completion Date
  Required
- Business Unit Name
  Required
- PersonDescription
- ID
- Name
- Primary Email Address
- Employee Number
- Auto Incrementing intelliHR ID
- Job ID
- CoordinatorPersonDescription
- ID
- Name
- Primary Email Address
- Employee Number
- Auto Incrementing intelliHR ID
- ProviderDescription
- ID
- Name
- TypeDescription
- ID
- Name
- Hours
- Cost
- Currency
Action
Write
- JobRecordSearchDescription
- Job ID
- Position Title
- ID
- Name
- Primary Email Address
- Employee Number
- Auto Incrementing intelliHR ID
- End Date
- Should Not Finalise End Date
- Should Retain User Account
- Turnover Type
- Turnover Reason
Action
Write

- JobRecordSearchDescription
- Job ID
- Position Title
- ID
- Name
- Primary Email Address
- Employee Number
- Auto Incrementing intelliHR ID
- Effective From
  Required
- Effective To
- BusinessEntityDescription
- ID
- Name
- Legal Name
- Number
- BusinessUnitDescription
- ID
- Name
- Business Unit Name
  Required
- LocationDescription
- ID
- Name
- Address
- WorkTypeDescription
- ID
- Name
- WorkClassDescription
- ID
- Name
- FTE
- PayGradeDescription
- ID
- Code
- Name
- SupervisorPersonDescription
- ID
- Name
- Primary Email Address
- Employee Number
- Auto Incrementing intelliHR ID
- SupervisorJobDescription
- ID
- Name
- Type
- Pay Cycle
- Currency
- Hours Per Cycle
- Base Annual Salary
- Base Hourly Rate
- AdditionsToBaseDescription
- AdditionsToBaseNames
- AdditionsToBaseTypes
- AdditionsToBaseValues
- AdditionsToBaseCurrencies
- AdditionsToBaseDefaultRemunerationComponentIds
- AdditionsToBaseDefaultRemunerationComponentNames
- AdditionsToTotalDescription
- AdditionsToTotalNames
- AdditionsToTotalTypes
- AdditionsToTotalValues
- AdditionsToTotalCurrencies
- AdditionsToTotalDefaultRemunerationComponentIds
- AdditionsToTotalDefaultRemunerationComponentNames
- BreakdownsDescription
- BreakdownsNames
- BreakdownsTypes
- BreakdownsValues
- BreakdownsCurrencies
- BreakdownsDefaultRemunerationComponentIds
- BreakdownsDefaultRemunerationComponentNames
- EmploymentConditionDescription
- ID
- Name
- Award Name
Action
Write
- User ID
  Required
- Username
- Is Enabled
Action
Write
- PersonDescription
- ID
- Name
- Primary Email Address
- Employee Number
- Auto Incrementing intelliHR ID
Action
Search
New Purchase Invoice
Triggers when a new purchase invoice is created.
Trigger
Scheduled
Try It
Updated Customer
Triggers when an existing customer is updated.
Trigger
Scheduled
Try It
New Sales Invoice
Triggers when a new sales invoice is created.
Trigger
Scheduled
Try It
New Service
Triggers when a new service is created.
Trigger
Scheduled
Try It
Updated Contact Payment
Triggers when an existing contact payment is updated.
Trigger
Scheduled
Try It
Updated Purchase Invoice
Triggers when an existing purchase invoice is updated.
Trigger
Scheduled
Try It
Updated Sales Quote
Triggers when a sales Quote is updated.
Trigger
Scheduled
Try It
Updated Stock Item
Triggers when a stock item is updated.
Trigger
Scheduled
Try It
Create Purchase Invoice
Creates a new purchase invoice.
Action
Write
- Business Name
  Required
- Notes
- Credit Limit
- Credit Term Days
Action
Write
- Date
  Required
- Invoice_number_prefix
- Invoice_number
- Reference
- Notes
- Terms_and_conditions
- Sent
Action
Write
- Description
  Required
- Item_code
- Notes
- Active
Action
Write
- Contact Name
  Required
- Contact Reference
  Required
- Payment Reference
  Required
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Write
Update Purchase Invoice
Triggers when an existing purchase invoice is updated.
Action
Write
- Date
  Required
- Quote_number_prefix
- Quote_number
- Reference
- Notes
- Terms_and_conditions
- Sent
Action
Write
- Description
  Required
- Item_code
- Notes
- Active
Action
Write
- Filter by Contact Name or Reference
- Filter by Updated or Created Since the Given Date
- Filter by From Date
- Filter by To Date
Action
Search
- Filter by Contact Name or Reference
Action
Search
- Invoice_number
Action
Search
- Business Unit Name
  Required
Action
Search
- Filter by Contact Name or Reference
- Filter by Updated or Created Since the Given Date
- Filter by From Date
- Filter by To Date
- Contact Name
  Required
- Contact Reference
  Required
- Payment Reference
  Required
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Search or write
- Filter by Contact Name or Reference
- Business Name
  Required
- Notes
- Credit Limit
- Credit Term Days
Action
Search or write
- Invoice_number
- Date
  Required
- Invoice_number_prefix
- Reference
- Notes
- Terms_and_conditions
- Sent
Action
Search or write
- Business Unit Name
  Required
- Description
  Required
- Item_code
- Notes
- Active
Action
Search or write

Job Update Scheduled
Triggers when a new Job update is scheduled via the job update screen.
Trigger
Instant
Try It
New Person
Triggers when a new person is created.
Trigger
Instant
Try It
- Identifier
- Business Unit Name
  Required
- Notes
- Parent ID
- Is Enabled
Action
Write
- Business Unit Name
  Required
- Address
- Parent ID
Action
Write
- PersonDescription
- ID
- Name
- Primary Email Address
- Employee Number
- Auto Incrementing intelliHR ID
- File
  Required
Action
Write
- UserCopy
- Username
- Is Enabled
- PersonDescription
- ID
- Name
- Primary Email Address
- Employee Number
- Auto Incrementing intelliHR ID
Action
Write
- BusinessUnitDescription
- ID
- Identifier
- Name
- Identifier
- Business Unit Name
  Required
- Notes
- Parent ID
- Is Enabled
Action
Write
- PersonDescription
- ID
- Name
- Primary Email Address
- Employee Number
- Auto Incrementing intelliHR ID
- First Name
- Middle Name
- Last Name
  Required
- Preferred Name
- Date of Birth
- Gender
- Employee Number
- Title
- Emergency Contact Email
- Emergency Contact Name
- Emergency Contact Phone Number
- Emergency Contact Relationship
- EmailAddressesDescription
- EmailAddressesEmail
- EmailAddressesIsPersonal
- EmailAddressesIsPrimary
- PhoneNumbersDescription
- PhoneNumbers
- PhoneNumbersIsPersonal
- PhoneNumbersIsPrimary
- AddressesDescription
- AddressTypes
- FullAddresses
- Countries
- Postcodes
- States
- Streets
- Suburbs
Action
Write
- Field to Search
  Required
- Value to Search For
  Required
Action
Search
New Contact Payment
Triggers when a new contact payment is created.
Trigger
Scheduled
Try It
New Customer
Triggers when a new customer is created.
Trigger
Scheduled
Try It
New Product
Triggers when a new product is created.
Trigger
Scheduled
Try It
New Sales Quote
Triggers when a new sales Quote is created.
Trigger
Scheduled
Try It
New Stock Item
Triggers when a new stock item is created.
Trigger
Scheduled
Try It
Updated Product
Triggers when a product is updated.
Trigger
Scheduled
Try It
Updated Sales Invoice
Triggers when a sales invoice is updated.
Trigger
Scheduled
Try It
Updated Service
Triggers when a service is updated.
Trigger
Scheduled
Try It
- Contact Name
  Required
- Contact Reference
  Required
- Payment Reference
  Required
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Write
- Business Name
  Required
- Notes
Action
Write
- Description
  Required
- Item_code
- Notes
- Active
Action
Write
Create Sales Quote
Creates a new sales Quote.
Action
Write
- Description
  Required
- Item_code
- Notes
- Active
Action
Write
- Description
  Required
- Item_code
- Notes
- Active
Action
Write
- Date
  Required
- Invoice_number_prefix
- Invoice_number
- Reference
- Notes
- Terms_and_conditions
- Sent
Action
Write
- Description
  Required
- Item_code
- Notes
- Active
Action
Write
- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Invoice_number
Action
Search
- Business Unit Name
  Required
Action
Search
- Quote_number
Action
Search
- Business Unit Name
  Required
Action
Search
- Invoice_number
Action
Search or write
- Business Unit Name
  Required
- Description
  Required
- Item_code
- Notes
- Active
Action
Search or write
- Quote_number
Action
Search or write
- Business Unit Name
  Required
- Description
  Required
- Item_code
- Notes
- Active
Action
Search or write

About intelliHR

All-in-one people management system with configurable HR automation and analytics

Help

Related categories

HR Talent & Recruitment

About Sage Accounting

Award winning accounting from the leader in financial accounting software. Manage invoicing, cash flow, tax, payments and more from any device through the cloud.

Help

Related categories

Accounting

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