RallyUp + Sage Intacct

Create new Sage Intacct contacts from newly purchased RallyUp sale items

When a sale item is purchased in RallyUp, swiftly add a new contact in Sage Intacct. This workflow helps to streamline your sales and bookkeeping processes, ensuring every customer from RallyUp gets added into your Sage Intacct system instantly for accurate record keeping and future communications. Perfect for businesses seeking to save time and increase efficiency in managing their customer details.

When this happens...
Sale Item Purchased
Triggers when a transaction is made that contains sale items.
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?

Activity Results Added
Triggers when Activity Results are added to any of an Organization’s campaigns.
Trigger
Scheduled
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Auction Bid Submitted
Triggers when a transaction is made containing auction bids.
Trigger
Scheduled
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Campaign Ends
Triggers when a campaign’s status changes to Ended, Completed, or Processing.
Trigger
Scheduled
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Event Ticket Purchased
Triggers when a transaction is made that includes Event tickets.
Trigger
Scheduled
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Live Stream Started
Triggers when a live stream is started on any of an organization’s campaigns.
Trigger
Instant
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Participant Added to Campaign
Triggers when Participants (Team Members) are added to any of an Organization’s campaigns.
Trigger
Scheduled
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Raffle Entry Purchased
Triggers when a Transaction is made that contains Raffle Tickets.
Trigger
Scheduled
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Recurring Donation Made
Triggers when a recurring payment is made on a Campaign, which includes the first recurrence as well as any subsequent recurrences.
Trigger
Scheduled
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Sweepstakes Entry Purchased
Triggers when a Transaction is made that contains Sweepstakes Entries.
Trigger
Scheduled
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Team Added to a Campaign
Triggers when Teams are added to any of an Organization’s Campaigns.
Trigger
Scheduled
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Update Posted on Campaign
Triggers when an update is posted on one of the Organization’s Campaigns.
Trigger
Scheduled
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- 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

A-Thon Pledge Submitted
Triggers when a Transaction is made that contains A-Thon Pledges (per-unit or flat donation).
Trigger
Scheduled
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Auction Winners Determined
Triggers when the winner’s list is completely populated on any auction in the organization’s account. In other words, when the auction is finished processing and the winner’s list is totally populated.
Trigger
Scheduled
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Crowdfunding Perk Purchased
Triggers when a transaction is made that contains Crowdfunding Perks.
Trigger
Scheduled
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Live Stream Ended
Triggers when a live stream is ended on any of an organization’s campaigns.
Trigger
Instant
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Donor Question Submitted via Contact Organizer
Triggers when Someone submits a question via the “Contact Organizer” function on the Campaign Page.
Trigger
Scheduled
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Pre-Registration Submitted
Triggers when a Pre-registration submitted
Trigger
Scheduled
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Raffle Winners Determined
Triggers when the winner drawing process is completed on any raffle under this organization’s account.
Trigger
Scheduled
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Sale Item Purchased
Triggers when a transaction is made that contains sale items.
Trigger
Scheduled
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Sweepstakes Winners Determined
Triggers when the winner drawing process is completed on any sweepstakes under this organization’s account.
Trigger
Scheduled
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Transaction Made
Triggers when a new transaction is submitted on your Campaign, whether through Checkout or through Campaign Management.
Trigger
Scheduled
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- Status
Trigger
Scheduled
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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 RallyUp

RallyUp.com provides nonprofit organizations with their own branded platform for launching amazing virtual fundraising experiences.

Related categories

Fundraising

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 when sale items are purchased in RallyUp

Related Zap Templates

Create new Sage Intacct contacts when sale items are purchased in RallyUp

RallyUp + Sage Intacct

Create new Sage Intacct contacts from newly purchased RallyUp sale items

Activity Results Added

Auction Bid Submitted

Campaign Ends

Event Ticket Purchased

Live Stream Started

Participant Added to Campaign

Raffle Entry Purchased

Recurring Donation Made

Sweepstakes Entry Purchased

Team Added to a Campaign

Update Posted on Campaign

New Invoice

New Vendor

Create Contact

Create Invoice

Find Customer

Find Vendor

A-Thon Pledge Submitted

Auction Winners Determined

Crowdfunding Perk Purchased

Live Stream Ended

Donor Question Submitted via Contact Organizer

Pre-Registration Submitted

Raffle Winners Determined

Sale Item Purchased

Sweepstakes Winners Determined

Transaction Made

New Contact

New Payment Received (Accounts Receivable)

Create Bill

Create Customer

Find Bill

Find Invoice

About RallyUp

Related categories

About Sage Intacct

Related categories

Related Zap Templates

Related Zap Templates