Sage Intacct Integrations

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Accounting

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Integrate Google Sheets with Sage IntacctIntegrate Google Sheets with Sage Intacct

Google Sheets

Google, Spreadsheets
Integrate HubSpot with Sage IntacctIntegrate HubSpot with Sage Intacct

HubSpot

Marketing Automation
Integrate Stripe with Sage IntacctIntegrate Stripe with Sage Intacct

Stripe

Payment Processing
Integrate Airtable with Sage IntacctIntegrate Airtable with Sage Intacct

Airtable

Databases
Integrate Salesforce with Sage IntacctIntegrate Salesforce with Sage Intacct

Salesforce

CRM (Customer Relationship Management)
Integrate monday.com with Sage IntacctIntegrate monday.com with Sage Intacct

monday.com

Project Management
Integrate Wix with Sage IntacctIntegrate Wix with Sage Intacct

Wix

Website Builders
Integrate Pipedrive with Sage IntacctIntegrate Pipedrive with Sage Intacct

Pipedrive

CRM (Customer Relationship Management)
Integrate Shopify with Sage IntacctIntegrate Shopify with Sage Intacct

Shopify

eCommerce
Integrate Google Sheets with Sage IntacctIntegrate Google Sheets with Sage Intacct

Google Sheets

Google, Spreadsheets
Integrate HubSpot with Sage IntacctIntegrate HubSpot with Sage Intacct

HubSpot

Marketing Automation
Integrate Stripe with Sage IntacctIntegrate Stripe with Sage Intacct

Stripe

Payment Processing
Integrate Airtable with Sage IntacctIntegrate Airtable with Sage Intacct

Airtable

Databases
Integrate Salesforce with Sage IntacctIntegrate Salesforce with Sage Intacct

Salesforce

CRM (Customer Relationship Management)
Integrate monday.com with Sage IntacctIntegrate monday.com with Sage Intacct

monday.com

Project Management
Integrate Google Sheets with Sage IntacctIntegrate Google Sheets with Sage Intacct

Google Sheets

Google, Spreadsheets
Integrate HubSpot with Sage IntacctIntegrate HubSpot with Sage Intacct

HubSpot

Marketing Automation
Integrate Stripe with Sage IntacctIntegrate Stripe with Sage Intacct

Stripe

Payment Processing
Integrate Airtable with Sage IntacctIntegrate Airtable with Sage Intacct

Airtable

Databases
Integrate Salesforce with Sage IntacctIntegrate Salesforce with Sage Intacct

Salesforce

CRM (Customer Relationship Management)
Integrate monday.com with Sage IntacctIntegrate monday.com with Sage Intacct

monday.com

Project Management
Integrate Wix with Sage IntacctIntegrate Wix with Sage Intacct

Wix

Website Builders
Integrate Pipedrive with Sage IntacctIntegrate Pipedrive with Sage Intacct

Pipedrive

CRM (Customer Relationship Management)
Integrate Shopify with Sage IntacctIntegrate Shopify with Sage Intacct

Shopify

eCommerce

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Quickly automate Sage Intacct integrations with Zapier's templates

  • Create Mailchimp Subscribers for new Vendors

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    • Sage Intacct logo
    • Mailchimp logo
    Sage Intacct + Mailchimp
  • Create Tasks in Asana for new Contacts in Sage Intacct

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    • Sage Intacct logo
    • Asana logo
    Sage Intacct + Asana
  • Create New Contacts in Sage Intacct for new Customers in Stripe

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    • Stripe logo
    • Sage Intacct logo
    Stripe + Sage Intacct
  • Record Payment in Stripe when new AR Payment in Sage Intacct is added

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    • Sage Intacct logo
    • Stripe logo
    Sage Intacct + Stripe
  • Add customer details to private comment to ticket in Zendesk for Sage Intacct customers

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    • Zendesk logo
    • Sage Intacct logo
    • Zendesk logo
    Zendesk + Sage Intacct
  • Find/Create Company and Deal in HubSpot for new invoices in Sage Intacct

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    • Sage Intacct logo
    • HubSpot logo
    • HubSpot logo
    Sage Intacct + HubSpot

Create Mailchimp Subscribers for new Vendors

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Details
Try it
  • Sage Intacct logo
  • Mailchimp logo
Sage Intacct + Mailchimp

Create Tasks in Asana for new Contacts in Sage Intacct

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Details
  • Sage Intacct logo
  • Asana logo
Sage Intacct + Asana

Create New Contacts in Sage Intacct for new Customers in Stripe

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Details
  • Stripe logo
  • Sage Intacct logo
Stripe + Sage Intacct

Record Payment in Stripe when new AR Payment in Sage Intacct is added

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Details
  • Sage Intacct logo
  • Stripe logo
Sage Intacct + Stripe

Add customer details to private comment to ticket in Zendesk for Sage Intacct customers

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Details
  • Zendesk logo
  • Sage Intacct logo
  • Zendesk logo
Zendesk + Sage Intacct

Find/Create Company and Deal in HubSpot for new invoices in Sage Intacct

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Details
  • Sage Intacct logo
  • HubSpot logo
  • HubSpot logo
Sage Intacct + HubSpot

Supported triggers and actions

What does this mean?
    • 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 Sage Intacct

Sage Intacct is a cloud-based financial management software that streamlines & automates accounting business processes, providing real-time financial insights.
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Related categories

  • Accounting