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Advanced workflows
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Customize your Sage Intacct integration with the following triggers and actions.
What’s a recipe?
Triggers
When this happens…
Sage Intacct
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New/updated AP billNew or updated AP bill in Sage Intacct
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New/updated AP paymentNew or updated AP payment in Sage Intacct
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New AR paymentNew AR payment in Sage Intacct
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New contactNew contact in Sage Intacct
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New/updated contactNew or updated contact in Sage Intacct
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New/updated GL accountNew or updated GL account in Sage Intacct
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New invoiceNew invoice in Sage Intacct
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New itemNew item in Sage Intacct
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New/updated itemNew or updated item in Sage Intacct
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New projectNew project in Sage Intacct
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New project taskNew project task in Sage Intacct
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New/updated project taskNew or updated project task in Sage Intacct
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New/updated projectNew or updated project in Sage Intacct
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New/updated purchase orderNew or updated purchase order in Sage Intacct
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New/updated vendorNew or updated vendor in Sage Intacct
- Show all 15
Actions
Do this…
Sage Intacct
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Create contactCreate contact in Sage Intacct
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Create customerCreate customer in Sage Intacct
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Create GL accountCreate GL account in Sage Intacct
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Create journal entry with linesCreate journal entry with multiple line items in Sage Intacct
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Create single invoiceCreate single invoice in Sage Intacct
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Create itemCreate item in Sage Intacct
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Create objectCreate Object in Sage Intacct
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Create other receiptCreate other receipt in Sage Intacct
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Create paymentCreate payment in Sage Intacct
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Create projectCreate project in Sage Intacct
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Create/convert purchase transactionCreate/convert purchase transaction in Sage Intacct
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Create recurring invoiceCreate recurring invoice in Sage Intacct
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Create/convert sales transactionCreate/convert sales transaction in Sage Intacct
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Create statistical journal entry with linesCreate statistical journal entry with multiple line items in Sage Intacct
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Create vendorCreate vendor in Sage Intacct
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Delete sales orderDelete sales order in Sage Intacct
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Get custom relationship valuesGet custom relationship values for all relationship types in Sage Intacct
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Get invoice itemsGet invoice items in Sage Intacct
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Get item by idGet item by id in Sage Intacct
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Get sales order by idGet sales order by id in Sage Intacct
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Link payment to invoicesLink payment to invoices in Sage Intacct
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Search AR termsSearch AR terms in Sage Intacct
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Search contactsSearch contacts in Sage Intacct
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Search customersSearch customers in Sage Intacct
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Search dimensionsSearch dimensions by name in Sage Intacct
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Search GL accountSearch GL account in Sage Intacct
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Search journal entriesSearch journal entries in Sage Intacct
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Search invoicesSearch invoices in Sage Intacct
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Search itemsSearch items in Sage Intacct
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Search objectsSearch Objects in Sage Intacct
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Search projectsSearch projects in Sage Intacct
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Search purchasing documentsSearch purchasing documents in Sage Intacct
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Search sales documentsSearch sales documents in Sage Intacct
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Update contactUpdate contact in Sage Intacct
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Update customerUpdate customer in Sage Intacct
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Update component of itemUpdate component of item in Sage Intacct
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Update objectUpdate Object in Sage Intacct
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Update projectUpdate project in Sage Intacct
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Update sales order and linesUpdate sales order in Sage Intacct
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Update vendorUpdate vendor in Sage Intacct
- Show all 40
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