Sage Intacct integration and workflow automation

Why you should automate with Sage Intacct

Keep an accurate ledger

Keep an accurate ledger
Streamline order to cash
Automate procurement
Get insights and updates

Why these integrations and automations matter:

Mistakes in your general ledger can cause costly compliance issues later on. It’s usually better not to risk it. Instead of migrating data manually between platforms, integrate Sage Intacct with your other accounting software to automatically record and track all your business transactions.
Import transactions from other applications

Make sure your general ledger is accurate and stays up to date. Integrate Intacct with ecommerce applications like Shopify and Quickbooks to automatically add new transactions to your ledger. This integration can also detect and delete duplicate entries to ensure accurate records.
Backup important documents

Integrate Intacct with a file storage application like Box and Dropbox

Do everything in one place

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

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…

Sage Intacct

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 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

Let us tailor your Sage Intacct integrations

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About Sage Intacct Integrations

Sage Intacct is a widely-used accounting and financial management software that helps you streamline your financial processes and control data management across your business. Want to do even more with Sage Intacct? With Workato, you can integrate Intacct with your other business applications to automate enterprise resource planning across your organization. Workato lets you integrate your ERP app with Customer Relationship Management apps (CRM) like Salesforce and Microsoft Dynamics; CPQ apps like Apttus and Conga; billing apps like Zuora, Bill.com, and Chargebee; messaging tools like Slack and Microsoft Teams; eCommerce apps like Magento, Shopify, and BigCommerce; and more.

How you can integrate Sage Intacct

Store transaction data in flexible ledgers.
Automate accounts payable and receivable to speed up the <a href='https://www.investopedia.com/terms/c/cashconversioncycle.asp'>cash cycle</a>.
Track accounts in real-time for full visibility.
Attribute costs and revenue to specific products and teams.