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Customize your Sage Intacct and Microsoft Sharepoint integration with the following
triggers and actions.
Triggers
When this happens…
Sage Intacct
- New/updated AP billNew or updated AP bill in Sage Intacct
- New/updated AP paymentNew or updated AP payment in Sage Intacct
- New AR paymentNew AR payment in Sage Intacct
- New contactNew contact in Sage Intacct
- New/updated contactNew or updated contact in Sage Intacct
- New expenseNew expense in Sage Intacct
- New/updated expenseNew or updated expense in Sage Intacct
- New/updated GL accountNew or updated GL account in Sage Intacct
- New invoiceNew invoice in Sage Intacct
- New itemNew item in Sage Intacct
- New/updated itemNew or updated item in Sage Intacct
- New projectNew project in Sage Intacct
- New project taskNew project task in Sage Intacct
- New/updated project taskNew or updated project task in Sage Intacct
- New/updated projectNew or updated project in Sage Intacct
- New/updated purchase orderNew or updated purchase order in Sage Intacct
- New/updated objectNew/updated object in Sage Intacct
- New/updated vendorNew or updated vendor in Sage Intacct
Any other trigger you can think up
Microsoft Sharepoint
- New row in sharepoint listNew row in Sharepoint list
- New/updated file in folder hierarchyNew/updated file in Microsoft Sharepoint folder hierarchy
- New or updated fileNew or updated file in Microsoft Sharepoint folder
- New/updated row in Sharepoint listNew/updated row in Sharepoint list
Any other trigger you can think up
Actions
Do this…
Sage Intacct
- Custom actionCustom action in Sage Intacct (Custom)
- Create expenseCreate expense in Sage Intacct
- Create contactCreate contact in Sage Intacct
- Create customerCreate customer in Sage Intacct
- Create GL accountCreate GL account in Sage Intacct
- Create journal entry with linesCreate journal entry with multiple line items in Sage Intacct
- Create single invoiceCreate single invoice in Sage Intacct
- Create itemCreate item in Sage Intacct
- Create objectCreate Object in Sage Intacct
- Create other receiptCreate other receipt in Sage Intacct
- Create paymentCreate payment in Sage Intacct
- Create projectCreate project in Sage Intacct
- Create/convert purchase transactionCreate/convert purchase transaction in Sage Intacct
- Create recurring order entry transactionCreate recurring order entry transaction in Sage Intacct
- Create recurring invoiceCreate recurring invoice in Sage Intacct
- Create statistical journal entry with linesCreate statistical journal entry with multiple line items in Sage Intacct
- Create/convert sales transactionCreate/convert sales transaction in Sage Intacct
- Create vendorCreate Vendor in Sage Intacct
- Delete sales orderDelete sales order in Sage Intacct
- Get custom relationship valuesGet custom relationship values for all relationship types in Sage Intacct
- Get expense by record numberGet expense by record number in Sage Intacct
- Get invoice itemsGet invoice items in Sage Intacct
- Get item by idGet item by id in Sage Intacct
- Get sales order by idGet sales order by id in Sage Intacct
- Link payment to invoicesLink payment to invoices in Sage Intacct
- Search expenses BatchSearch expenses in Sage Intacct
- Search AR terms BatchSearch AR terms in Sage Intacct
- Search contacts BatchSearch contacts in Sage Intacct
- Search customers BatchSearch customers in Sage Intacct
- Search dimensions BatchSearch dimensions by name in Sage Intacct
- Search GL account BatchSearch GL account in Sage Intacct
- Search journal entries BatchSearch journal entries in Sage Intacct
- Search invoices BatchSearch invoices in Sage Intacct
- Search items BatchSearch items in Sage Intacct
- Search objects BatchSearch Objects in Sage Intacct
- Search projects BatchSearch projects in Sage Intacct
- Search purchasing documents BatchSearch purchasing documents in Sage Intacct
- Search sales documents BatchSearch sales documents in Sage Intacct
- Update contactUpdate contact in Sage Intacct
- Update customerUpdate customer in Sage Intacct
- Update component of itemUpdate component of item in Sage Intacct
- Update objectUpdate Object in Sage Intacct
- Update projectUpdate project in Sage Intacct
- Update sales order and linesUpdate sales order in Sage Intacct
- Update vendorUpdate Vendor in Sage Intacct
Any other action you can think up
Microsoft Sharepoint
- Custom actionCustom action in Microsoft Sharepoint (Custom)
- Add row in sharepoint listAdd row in Sharepoint list
- Copy fileCopy a file in Sharepoint
- Create folderCreate folder in Sharepoint library
- Create rows BatchCreate rows in Sharepoint list
- Delete file or folder from libraryDelete a file or a folder from Microsoft Sharepoint library
- Delete rowDeletes a row in Sharepoint list
- Download attachmentDownload attachment in Sharepoint list
- Download file from libraryDownload file from Microsoft Sharepoint library
- Get file and folder detailsGet details of a file or folder in Sharepoint
- Get file or folder permissions BatchGet permission details of a file or a folder in Microsoft Sharepoint
- List files and folders within a folder BatchList files and folders within a folder in Microsoft Sharepoint
- Move fileMove a file in Sharepoint
- Rename file or folderRename a file or a folder in Sharepoint
- Search file by name BatchSearch file in Sharepoint library
- Search list items BatchSearch item in Microsoft Sharepoint list
- Search users BatchSearch users in Microsoft Sharepoint library
- Update file using file contentsUpdate file in Microsoft Sharepoint library
- Update file metadataUpdate file metadata in Sharepoint library
- Update rowUpdates a row in Sharepoint list
- Update rows BatchUpdate rows in Sharepoint list
- Upload attachmentUpload attachment in Sharepoint list
- Upload file in libraryUpload file into a folder in Sharepoint library
Any other action you can think up
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