Crelate and Sage Intacct integrations and automations

Seamlessly connect Crelate and Sage Intacct. Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

Market leaders run on Workato

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Build Powerful Workflows, fast

Triggers

When this happens…

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…

Crelate
  • approve application
    approve application in Crelate AP i reference
  • set application as spam
    set application as spam in Crelate AP i reference
  • mark application as spam
    mark application as spam in Crelate AP i reference
  • retrieve activities for a company
    retrieve activities for a company in Crelate AP i reference
  • retrieve activities for a contact
    retrieve activities for a contact in Crelate AP i reference
  • send form request
    send form request in Crelate AP i reference
  • Create
    Create in Crelate AP i reference
  • delete company
    delete company in Crelate AP i reference
  • delete attachment
    delete attachment in Crelate AP i reference
  • delete note
    delete note in Crelate AP i reference
  • delete task
    delete task in Crelate AP i reference
  • delete contact
    delete contact in Crelate AP i reference
  • remove contact from job
    remove contact from job in Crelate AP i reference
  • remove from job
    remove from job in Crelate AP i reference
  • delete job
    delete job in Crelate AP i reference
  • delete job posting
    delete job posting in Crelate AP i reference
  • Delete
    Delete in Crelate AP i reference
  • download export
    download export in Crelate AP i reference
  • Enable
    Enable in Crelate AP i reference
  • Ensure
    Ensure in Crelate AP i reference
  • retrieve companies by list id
    retrieve companies by list id in Crelate AP i reference
  • retrieve applications
    retrieve applications in Crelate AP i reference
  • retrieve applications by status
    retrieve applications by status in Crelate AP i reference
  • retrieve attachment
    retrieve attachment in Crelate AP i reference
  • retrieve notes
    retrieve notes in Crelate AP i reference
  • retrieve tasks
    retrieve tasks in Crelate AP i reference
  • retrieve exports
    retrieve exports in Crelate AP i reference
  • retrieve applicant sources
    retrieve applicant sources in Crelate AP i reference
  • retrieve application
    retrieve application in Crelate AP i reference
  • retrieve application content
    retrieve application content in Crelate AP i reference
  • retrieve application record statuses
    retrieve application record statuses in Crelate AP i reference
  • retrieve application statuses
    retrieve application statuses in Crelate AP i reference
  • retrieve available time entry formats
    retrieve available time entry formats in Crelate AP i reference
  • retrieve company
    retrieve company in Crelate AP i reference
  • retrieve attachment content
    retrieve attachment content in Crelate AP i reference
  • retrieve company lists
    retrieve company lists in Crelate AP i reference
  • retrieve note
    retrieve note in Crelate AP i reference
  • retrieve company record statuses
    retrieve company record statuses in Crelate AP i reference
  • retrieve task
    retrieve task in Crelate AP i reference
  • retrieve contact
    retrieve contact in Crelate AP i reference
  • retrieve contacts by email
    retrieve contacts by email in Crelate AP i reference
  • retrieve jobs
    retrieve jobs in Crelate AP i reference
  • retrieve contact lists
    retrieve contact lists in Crelate AP i reference
  • retrieve contact record statuses
    retrieve contact record statuses in Crelate AP i reference
  • retrieve contacts by date range
    retrieve contacts by date range in Crelate AP i reference
  • retrieve contacts by list id
    retrieve contacts by list id in Crelate AP i reference
  • retrieve attachment types
    retrieve attachment types in Crelate AP i reference
  • retrieve custom fields
    retrieve custom fields in Crelate AP i reference
  • retrieve eeoc pass reasons
    retrieve eeoc pass reasons in Crelate AP i reference
  • retrieves all emails from a contact
    retrieves all emails from a contact in Crelate AP i reference
  • retrieve export
    retrieve export in Crelate AP i reference
  • get form info
    get form info in Crelate AP i reference
  • get form request templates
    get form request templates in Crelate AP i reference
  • get form responses
    get form responses in Crelate AP i reference
  • retrieve job
    retrieve job in Crelate AP i reference
  • retrieve application attachment content
    retrieve application attachment content in Crelate AP i reference
  • retrieve contacts on a job [v1]
    retrieve contacts on a job [v1] in Crelate AP i reference
  • retrieve contacts [v2]
    retrieve contacts [v2] in Crelate AP i reference
  • retrieve job lists
    retrieve job lists in Crelate AP i reference
  • retrieve placements
    retrieve placements in Crelate AP i reference
  • retrieve job posting
    retrieve job posting in Crelate AP i reference
  • retrieve job postings
    retrieve job postings in Crelate AP i reference
  • retrieve all jobs
    retrieve all jobs in Crelate AP i reference
  • retrieve jobs by list id
    retrieve jobs by list id in Crelate AP i reference
  • retrieve opportunity types
    retrieve opportunity types in Crelate AP i reference
  • retrieve recent companies
    retrieve recent companies in Crelate AP i reference
  • retrieve recent contacts
    retrieve recent contacts in Crelate AP i reference
  • retrieve recent job postings
    retrieve recent job postings in Crelate AP i reference
  • retrieve recent jobs
    retrieve recent jobs in Crelate AP i reference
  • retrieve tag categories
    retrieve tag categories in Crelate AP i reference
  • retrieve workflow statuses
    retrieve workflow statuses in Crelate AP i reference
  • retrieve workflow types
    retrieve workflow types in Crelate AP i reference
  • is delivery type claimed
    is delivery type claimed in Crelate AP i reference
  • Is Duplicate Name
    Is Duplicate Name in Crelate AP i reference
  • retrieve activities for a job
    retrieve activities for a job in Crelate AP i reference
  • create company
    create company in Crelate AP i reference
  • create attachment
    create attachment in Crelate AP i reference
  • create note
    create note in Crelate AP i reference
  • create task
    create task in Crelate AP i reference
  • create contact
    create contact in Crelate AP i reference
  • append job
    append job in Crelate AP i reference
  • appends email to a contact
    appends email to a contact in Crelate AP i reference
  • create job
    create job in Crelate AP i reference
  • add contact to job
    add contact to job in Crelate AP i reference
  • create job posting
    create job posting in Crelate AP i reference
  • update contact
    update contact in Crelate AP i reference
  • update task
    update task in Crelate AP i reference
  • update company
    update company in Crelate AP i reference
  • update note
    update note in Crelate AP i reference
  • update job
    update job in Crelate AP i reference
  • update contact stage
    update contact stage in Crelate AP i reference
  • reject application
    reject application in Crelate AP i reference
  • replace access
    replace access in Crelate AP i reference
  • create export
    create export in Crelate AP i reference
  • resend form request
    resend form request in Crelate AP i reference
  • retrieve default delivery types for opportunity type
    retrieve default delivery types for opportunity type in Crelate AP i reference
  • retrieve opportunity delivery types
    retrieve opportunity delivery types in Crelate AP i reference
  • Retrieve Available Delivery Types
    Retrieve Available Delivery Types in Crelate AP i reference
  • Retrieve
    Retrieve in Crelate AP i reference
  • Is Claimed
    Is Claimed in Crelate AP i reference
  • Retrieve Placements With Access
    Retrieve Placements With Access in Crelate AP i reference
  • revoke access
    revoke access in Crelate AP i reference
  • search job postings
    search job postings in Crelate AP i reference
  • update job posting
    update job posting in Crelate AP i reference
  • update opportunity delivery types
    update opportunity delivery types in Crelate AP i reference
  • Update
    Update in Crelate AP i reference
  • Update the Children Type Meanings
    Update the Children Type Meanings in Crelate AP i reference
  • set company profile picture
    set company profile picture in Crelate AP i reference
  • set contact profile picture
    set contact profile picture in Crelate AP i reference
  • grant access
    grant access in Crelate AP i reference
  • retrieve delivery types list
    retrieve delivery types list in Crelate AP i reference

    • 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 Batch
    Search expenses in Sage Intacct
  • Search AR terms Batch
    Search AR terms in Sage Intacct
  • Search contacts Batch
    Search contacts in Sage Intacct
  • Search customers Batch
    Search customers in Sage Intacct
  • Search dimensions Batch
    Search dimensions by name in Sage Intacct
  • Search GL account Batch
    Search GL account in Sage Intacct
  • Search journal entries Batch
    Search journal entries in Sage Intacct
  • Search invoices Batch
    Search invoices in Sage Intacct
  • Search items Batch
    Search items in Sage Intacct
  • Search objects Batch
    Search Objects in Sage Intacct
  • Search projects Batch
    Search projects in Sage Intacct
  • Search purchasing documents Batch
    Search purchasing documents in Sage Intacct
  • Search sales documents Batch
    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

One platform

  • Power
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  • Speed
  • Innovation