Do everything in one place

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

Triggers

When this happens…

Guru
  • Collection Trust Score Change
    Triggers when the selected collection's trust score changes
  • New Board Created Real-time
    Triggers when a new Board is created
  • New Card Archived Real-time
    Triggers when a user archives a Card
  • New Card Comment Real-time
    Triggers when a user comments on a Card
  • New Card Copied Real-time
    Triggers when a user either copies the content within the Card or clicks on the "Card Copied content" button
  • New Card Created Real-time
    Triggers when a new Card is published
  • New Card Favorited Real-time
    Triggers when a user clicks the heart icon to add the card to "My Favorite Card" list
  • New Card Link Copied Real-time
    Triggers when a user clicks on the "Card Copy link" button
  • New Card Unfavorited Real-time
    Triggers when a user removes a Card from their "My Favorite Card" list
  • New Card Unverified
    Triggers when a Card becomes unverified
  • New Card Updated Real-time
    Triggers when a user makes an edit to a Card
  • New Card Verified Real-time
    Triggers when a user verifies a Card
  • New Card Viewed Real-time
    Triggers when a user views a Card
  • New Collection Created Real-time
    Triggers when a new Collection is created
  • New Group Created Real-time
    Triggers when a new Group is published
  • New Member Real-time
    Triggers when a new member was invited to team
  • New Tag Created Real-time
    Triggers when a new Tag is created
  • New User Added to Group Real-time
    Triggers when a User is added to a Group
  • 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…

Guru
  • Add Tag to Card
    Adds an existing Tag to a Card.
  • Add User to Group
    Adds a user to a Group.
  • Archive Card
    Archives a Card.
  • Create Card
    Create a new Card
  • Create Group
    Creates a new Group
  • Create Tag
    Create a Tag
  • Create Tag Category
    Create a Tag Category
  • Get Board Details
    Get Board details
  • Get Card Details
    Get Card details
  • Get Collection Details
    Get Collection details
  • Get Group Details
    Get Group details
  • Get Tag Details
    Get Tag details
  • Get Team Stats
    Get Team stats
  • Get User Details
    Find User details
  • Invite User
    Adds a user to your Team
  • List Collections
    List Collections
  • List Group Members
    List Users within a Group
  • List Tag Categories
    List Tag Categories
  • Remove User from Group
    Removes a User from a Group
  • Remove User
    Removes a User from your Team
  • Restore Card
    Restores a previously Archived Card
  • Search for Archived Card
    Search for a card that has been archived
  • Search Cards
    Search Cards
  • Search Groups
    Search Groups
  • Unverify Card
    Unverifies a Card
  • Update Card
    Update a Card
  • Verify Card
    Verifies a Card
  • 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

The wonders of Workato

Easily set up as many intelligent automations you need.
  • 1000s of ready-to-use templates
  • Accelerate work with intelligent automation
  • Do it yourself, faster
  • Build bots. Put them to work

Market leaders run on Workato

  • mgm
  • adobe
  • att
  • atlassian
  • slack

Let’s start automating

Schedule a Demo