Sage Intacct and Marketo integrations and automations

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

Ratings

4.9

Peer Insights™

100%

Customer Recommendation

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

Marketo
  • Export new leads in Marketo
    Export new leads in Marketo
  • Export new/updated leads in Marketo
    Export new/updated leads in Marketo
  • Monitor leads added to list Batch
    Monitor leads added to list in Marketo
  • New lead activity Batch
    New lead activity in Marketo
  • New lead in list
    New lead in list in Marketo
  • New Marketo Self Service Flow Step Real-time
    New Marketo Self Service Flow Step in Marketo
  • New/updated lead Batch
    New/updated lead in Marketo
  • New/updated lead
    New/updated lead in Marketo

    • Any other trigger you can think up

Actions

Do this…

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

Marketo
  • Custom action
    Custom action in Marketo (Custom)
  • Activate smart campaign
    Activate smart campaign in Marketo
  • Add custom activity Batch
    Add custom activity in Marketo
  • Add leads to lead list Batch
    Add leads to lead list in Marketo
  • Bulk export objects to file
    Export objects in bulk in Marketo
  • Bulk import objects from file
    Bulk import objects to Marketo from file
  • Change lead program status Batch
    Change lead program status in Marketo
  • Clone object
    Clone object in Marketo
  • Create object
    Create object in Marketo
  • Get objects
    Get objects in Marketo
  • Remove leads from lead list
    Remove leads from lead list in Marketo
  • Return data to Marketo Self Service Flow Step
    Return data to Marketo Self Service Flow Step in Marketo
  • Schedule campaign or smart campaign
    Schedule campaign or smart campaign in Marketo
  • Search objects Batch
    Search object in Marketo
  • Submit form
    Submit form in Marketo
  • Trigger campaign or smart campaign for specific leads
    Trigger campaign or smart campaign in Marketo
  • Update object
    Update object in Marketo
  • Upsert custom objects Batch
    Upsert custom objects in Marketo
  • Create/update/upsert leads Batch
    Create/update/upsert leads in Marketo
  • Upsert object
    Upsert object in Marketo
  • Upsert tokens
    Upsert tokens in Marketo

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation

Let’s start automating

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