Plutio + Sage Intacct

Create new contacts in Sage Intacct from new people in Plutio

Perfect your contact management process using this efficient workflow. Whenever a new person is recorded in Plutio, an equivalent contact gets formed in Sage Intacct. This ensures your data stays updated across various platforms and simplifies your customer management tasks while saving you precious time.

When this happens...
New Person
Triggers when a new person is created.
TriggerScheduled
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?

- Entity TypeRequired
- EntityRequired
- Block TypeRequired
Trigger
Scheduled
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- FormRequired
Trigger
Scheduled
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New Person
Triggers when a new person is created.
Trigger
Scheduled
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- ProjectRequired
- Task BoardRequired
- Task GroupRequired
Trigger
Scheduled
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- ProjectRequired
- Task BoardRequired
Trigger
Scheduled
Try It

- Entity TypeRequired
- EntityRequired
- TypeRequired
Action
Write
- Person First NameRequired
- Person Last NameRequired
- Person Primary EmailRequired
- Person Primary NumberRequired
- Person RoleRequired
- Invite to Plutio?Required
- Invitation Message
Action
Write

- ProjectRequired
- Task BoardRequired
- Task GroupRequired
- Task Title
- Task Description Text
- Task Description HTML
- Due Date
- Assigned To
Action
Write
- ProjectRequired
- Task BoardRequired
- Task Group TitleRequired
Action
Write
- Invoice
Action
Write
- Person Object IDRequired
Action
Write
- Invoice
- Invoice Name
- Client
- Currency
- Issue Date
- Due Date
- Payment Options
- Discount
- Tax
- Status
Action
Write
- ProjectRequired
- Task BoardRequired
- Task GroupRequired
- TaskRequired
- Task Title
- Task Description Text
- Task Description HTML
- Task Status
- Due Date
- Assigned To
Action
Write
- Email Address
- Phone Number
- First Name
- Last Name
- Role
- Status
Action
Search
- State
Trigger
Scheduled
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- Status
Trigger
Scheduled
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- 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

New Form
Triggers when a new form is created.
Trigger
Scheduled
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New Invoice
Triggers when a new Invoice is created
Trigger
Scheduled
Try It
New Project
Triggers when a new Project is created.
Trigger
Scheduled
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- ProjectRequired
Trigger
Scheduled
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- Entity TypeRequired
Trigger
Scheduled
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- Entity Type
- Invoice Name
- Client
- Currency
- Issue Date
- Due Date
- Payment Options
- Discount
- Tax
- Status
- Template Name
Action
Write
- Entity Type
- Project NameRequired
- Template Name
Action
Write
- ProjectRequired
- Task Board TitleRequired
Action
Write
- BlockRequired
Action
Write
- PersonRequired
Action
Write
- ProjectRequired
- Task BoardRequired
- Task GroupRequired
- TaskRequired
- Task PositionRequired
Action
Write
- PersonRequired
- Person First Name
- Person Last Name
- Person Primary Email
- Person Primary Phone
- Person Role
Action
Write
- Entity TypeRequired
- EntityRequired
Action
Search
- 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

About Plutio

Plutio allows you to manage projects and tasks, create proposals and contracts, send invoices and get paid online, collaborate with your clients and team, plus so much more.

Related categories

Project Management

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

Plutio + Sage Intacct

Create new contacts in Sage Intacct from new people in Plutio

New Block

New Form Submission

New Person

New Task

New Task Group

Create Block

Create Person

Invitation Message

Create a Task

Task Title

Task Description Text

Task Description HTML

Due Date

Assigned To

Create Task Group

Delete Invoice

Invoice

Find Person

Update Invoice

Invoice

Invoice Name

Client

Currency

Issue Date

Due Date

Payment Options

Discount

Tax

Status

Update a Task

Task Title

Task Description Text

Task Description HTML

Task Status

Due Date

Assigned To

Retrieve Person/People

Email Address

Phone Number

First Name

Last Name

Role

Status

New Invoice

State

New Vendor

Status

Create Contact

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

Create Invoice

Invoice Number

Reference Number

Due Date

Payment Term

Create Draft