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Customize your Sage Intacct and Rev Ops 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
Rev Ops
- Account Change Event Real-timeTriggers when account created or updated in RevOps
- Deal Change Event Real-timeTriggers when deal created or updated in RevOps
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
Rev Ops
- Calculate Usage and CostCalculate usage and cost in RevOps
- Create AccountCreates and verifies payable accounts in RevOps
- Create InvoiceCreate an invoice in RevOps
- Create or Update UsageEventCreate or update usage event in RevOps
- Create PlanCreate plan in RevOps
- Delete AccountDelete account in RevOps
- Void InvoiceVoid an invoice in RevOps
- Get Account InstanceGet a account in RevOps
- Get Deal InstanceGet a deal in RevOps
- Get Invoice InstanceGet a invoice in RevOps
- Get List of AccountsGet a list of accounts in RevOps
- Get List of DealsGet a list of deals in RevOps
- Get List of InvoicesGet a list of invoices in RevOps
- Get List of PlansGet a list of plans in RevOps
- Get List of Usage EventsGet a list of usage events in RevOps
- Get Plan InstanceGet a plan in RevOps
- Get Usage Event InstanceGet a usage event in RevOps
- Send Invoice NotificationSend an invoice notification in RevOps
- Invoice PaymentCharge an invoice in RevOps
- Update AccountUpdate account in RevOps
- Update InvoiceCreate an invoice in RevOps
- Update PlanUpdate plan in RevOps
Any other action you can think up
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