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Customize your Sage Intacct and Reltio 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
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
Reltio
- Custom actionCustom action in Reltio (Custom)
- Add record to entityAdd record to entiy in Reltio
- Apply data change requestApply data change request in Reltio
- Create data change requestCreate data change request in Reltio
- Create recordCreate record in Reltio
- Create records in bulkCreate records in bulk in Reltio
- Decrypt Export UrlPerform decryption of encrypted Export Url in Reltio
- Delete entities as Not a MatchDelete entities as Not a Match in Reltio
- Delete potential matchThis API removes potential match between two entities which was created earlier
- Delete recordDelete record in Reltio
- Delete records in bulkDelete records in bulk in Reltio
- Export recordsExport records in Reltio
- Get entities by crosswalksGet entities by crosswalks in Reltio
- Get entities as Not a MatchGet entities as Not a Match for an entity in Reltio
- Get entity by crosswalkGet entity by crosswalk in Reltio
- Get Internal task status by IDGet Internal task status by ID in Reltio
- Get matches for entityGet matches for entity in Reltio
- Get potential matches for entityGet potential matches for entity in Reltio
- Get record details by IDGet record details by ID in Reltio
- Get task status by IDGet task status by ID in Reltio
- Match entitiesMatch entities in Reltio
- Merge entitiesMerge entities in Reltio
- Reject data change requestReject data change request in Reltio
- Search data change requestSearch data change request in Reltio
- Search recordsSearch records in Reltio
- Mark entities as Not a MatchMark entities as Not a Match in Reltio
- Set entities are potential matchesSet entities are potential matches in Reltio
- Unmerge entitiesUnmerge entities in Reltio
- Unmerge entities treeUnmerge entities tree in Reltio
- Update recordUpdate record in Reltio
Any other action you can think up
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