Integrate Sage Intacct with Salesforce to automate your work
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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Zapier makes it easy to integrate Sage Intacct with Salesforce - no code necessary. See how you can get setup in minutes.
Select a trigger from Sage Intacct
A trigger is an event that starts your Zap and runs the workflow. For example, with Sage Intacct, a trigger could be "New Contact."
Setup an action from Salesforce
An action is what takes place after the automation is triggered. For example, with Salesforce, the action could be "Add Contact to Campaign."
That’s it! You just connected Sage Intacct to Salesforce
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Set up your first integration
Quickly connect Sage Intacct to Salesforce with a Zapier template.
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Connect Sage Intacct and Salesforce to integrate crucial parts of your business
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Choose a Trigger
Start here
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.
- Status
Try It- New Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
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
- Customer NameRequired
- Active
- One Time Use
- First Name
- Middle Name
- Last Name
- Primary Contact Name
- Primary Phone Number
- Cellular Phone Number
- Pager Number
- Fax Number
- Primary Email Address
- Secondary Email Address
- Primary URL
- Currency
- Address Line 1
- Address Line 2
- City
- State/Province
- ZIP/Postal Code
- Country
- Print AsRequired
- Exclude from the company contact list
- State
Try It- Status
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
- Invoice Number
- Reference Number
- Customer IDRequired
- Due DateRequired
- Payment Term
- Create Draft
- GL Account NumberRequired
- AR Account Label
- Offset GL Account Number
- Transaction AmountRequired
- Location ID
- Allocation ID
- Customer ID
- Class ID
- Contract ID
- Department ID
- Employee ID
- Vendor IDRequired
- 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
- SummaryRecordNo
- Attachments ID
- Base Currency
- Transaction Currency
- Exchange Rate Date
- Exchange Rate Type
- Exchange Rate Value
- Transaction DateRequired
- GL Posting Date
- Post to GL?
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