Concur and Sage Intacct integrations and automations

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Customize your Concur and Sage Intacct integration with the following triggers and actions.

Triggers

When this happens…

Concur
  • New expense report submission
    New expense report submission in Concur
  • New expense report
    New expense report in Concur
  • New or updated invoice
    New or updated invoice in Concur
  • New or updated expense report
    New or updated expense report in Concur

    • Any other trigger you can think up

Sage Intacct
  • New/updated AP bill
    New or updated AP bill in Sage Intacct
  • New/updated AP payment
    New or updated AP payment in Sage Intacct
  • New AR payment
    New AR payment in Sage Intacct
  • New contact
    New contact in Sage Intacct
  • New/updated contact
    New or updated contact in Sage Intacct
  • New expense
    New expense in Sage Intacct
  • New/updated expense
    New or updated expense in Sage Intacct
  • New/updated GL account
    New or updated GL account in Sage Intacct
  • New invoice
    New invoice in Sage Intacct
  • New item
    New item in Sage Intacct
  • New/updated item
    New or updated item in Sage Intacct
  • New project
    New project in Sage Intacct
  • New project task
    New project task in Sage Intacct
  • New/updated project task
    New or updated project task in Sage Intacct
  • New/updated project
    New or updated project in Sage Intacct
  • New/updated purchase order
    New or updated purchase order in Sage Intacct
  • New/updated object
    New/updated object in Sage Intacct
  • New/updated vendor
    New or updated vendor in Sage Intacct

    • Any other trigger you can think up

Actions

Do this…

Concur
  • Custom action
    Custom action in Concur (Custom)
  • Upload receipt image
    Upload receipt image in Concur
  • Create list item
    Create list item in Concur
  • Create vendors
    Create vendors in Concur
  • Delete list item
    Delete list item in Concur
  • Get all attendee types
    Get all attendee types in Concur
  • Get all expense group configurations
    Get all expense group configurations in Concur
  • Get all expense types
    Get all expense types in Concur
  • Get all lists
    Get all lists in Concur
  • Get all payment types
    Get all payment types in Concur
  • Get all users
    Get all users in Concur
  • Get entry image URL
    Get entry image URL in Concur
  • Get expense report details
    Get expense report details by report ID in Concur
  • Get all list item
    Retrieve first level list item in Concur
  • Get invoice details
    Get invoice by ID in Concur
  • Submit expense report through a workflow
    Submit expense report through a workflow in Concur
  • Search expense reports
    Search expense reports in Concur
  • Search vendors
    Search vendors in Concur
  • Update vendors
    Update vendors in Concur

    • Any other action you can think up

Sage Intacct
  • Custom action
    Custom action in Sage Intacct (Custom)
  • Create expense
    Create expense in Sage Intacct
  • Create contact
    Create contact in Sage Intacct
  • Create customer
    Create customer in Sage Intacct
  • Create GL account
    Create GL account in Sage Intacct
  • Create journal entry with lines
    Create journal entry with multiple line items in Sage Intacct
  • Create single invoice
    Create single invoice in Sage Intacct
  • Create item
    Create item in Sage Intacct
  • Create object
    Create Object in Sage Intacct
  • Create other receipt
    Create other receipt in Sage Intacct
  • Create payment
    Create payment in Sage Intacct
  • Create project
    Create project in Sage Intacct
  • Create/convert purchase transaction
    Create/convert purchase transaction in Sage Intacct
  • Create recurring order entry transaction
    Create recurring order entry transaction in Sage Intacct
  • Create recurring invoice
    Create recurring invoice in Sage Intacct
  • Create statistical journal entry with lines
    Create statistical journal entry with multiple line items in Sage Intacct
  • Create/convert sales transaction
    Create/convert sales transaction in Sage Intacct
  • Create vendor
    Create Vendor in Sage Intacct
  • Delete sales order
    Delete sales order in Sage Intacct
  • Get custom relationship values
    Get custom relationship values for all relationship types in Sage Intacct
  • Get expense by record number
    Get expense by record number in Sage Intacct
  • Get invoice items
    Get invoice items in Sage Intacct
  • Get item by id
    Get item by id in Sage Intacct
  • Get sales order by id
    Get sales order by id in Sage Intacct
  • Link payment to invoices
    Link payment to invoices in Sage Intacct
  • Search expenses
    Search expenses in Sage Intacct
  • Search AR terms
    Search AR terms in Sage Intacct
  • Search contacts
    Search contacts in Sage Intacct
  • Search customers
    Search customers in Sage Intacct
  • Search dimensions
    Search dimensions by name in Sage Intacct
  • Search GL account
    Search GL account in Sage Intacct
  • Search journal entries
    Search journal entries in Sage Intacct
  • Search invoices
    Search invoices in Sage Intacct
  • Search items
    Search items in Sage Intacct
  • Search objects
    Search Objects in Sage Intacct
  • Search projects
    Search projects in Sage Intacct
  • Search purchasing documents
    Search purchasing documents in Sage Intacct
  • Search sales documents
    Search sales documents in Sage Intacct
  • Update contact
    Update contact in Sage Intacct
  • Update customer
    Update customer in Sage Intacct
  • Update component of item
    Update component of item in Sage Intacct
  • Update object
    Update Object in Sage Intacct
  • Update project
    Update project in Sage Intacct
  • Update sales order and lines
    Update sales order in Sage Intacct
  • Update vendor
    Update Vendor in Sage Intacct

    • Any other action you can think up

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