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Customize your Sage Intacct and Workato Embedded 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
Workato Embedded
- Custom actionCustom action in Workato Embedded (Custom)
- Add member to customer accountAdd Member to customer account in Workato Embedded
- Copy custom roleCopy Custom role in Workato Embedded customer account
- Create API access profileCreate API access profile in Workato Embedded customer account
- Create API clientCreate API client in Workato Embedded customer account
- Create API collectionCreate API collection in Workato Embedded customer account
- Create connectionCreate Connection in Workato Embedded customer account
- Create customer accountCreate Customer account in Workato Embedded
- Create folderCreate Folder in Workato Embedded customer account
- Create recipeCreate Recipe in Workato Embedded customer account
- Add rowAdd Row in a lookup table in Workato Embedded customer account
- Custom action (Deprecated)Custom action in Workato Embedded
- Delete customer accountDelete Customer account in Workato Embedded
- Delete recipeDelete Recipe in Workato Embedded customer account
- Delete rowDelete Row from a lookup table in Workato Embedded customer account
- Disable API access profileDisable API access profile in Workato Embedded customer account
- Disable API endpointDisable API endpoint in Workato Embedded customer account
- Downgrade customer account (Deprecated)Downgrade Customer account in Workato Embedded
- Download packageDownload Package in Workato Embedded
- Enable API access profileEnable API access profile in Workato Embedded customer account
- Enable API endpointEnable API endpoint in Workato Embedded customer account
- Export package by IDExport Package by ID from Workato Embedded
- List API access profilesList API access profiles in Workato Embedded customer account
- List API clientsList API clients in Workato Embedded customer account
- Get customer account by IDGet Customer account in Workato Embedded
- Get customer account member by IDGet Customer account member by ID in Workato Embedded
- Get package statusGet Package status in Workato Embedded customer account
- Get package details by IDGet Package details by ID in Workato Embedded
- Get picklist valuesGet Picklist values in Workato Embedded customer account
- Get recipe by IDGet Recipe by ID in Workato Embedded customer account
- Get row by IDGet Row by ID from a lookup table in Workato Embedded customer account
- List monthly usageList Monthly usage in Workato Embedded
- Import packageImport Package to Workato Embedded customer account
- List account propertiesList Account properties in Workato Embedded customer account
- List API collectionsList API collections in Workato Embedded customer account
- Search API endpointsSearch API endpoints in Workato Embedded customer account
- List connectionsList Connections in Workato Embedded customer account
- List connector metadataList Connector metadata in Workato Embedded
- List customer account membersList Customer account members in Workato Embedded
- List customer accountsList Customer accounts in Workato Embedded
- List foldersList Folders in Workato Embedded customer account
- List lookup tablesList Lookup tables in Workato Embedded customer account
- List recipesList Recipes in Workato Embedded customer account
- List custom rolesList Custom roles in Workato Embedded customer account
- Lookup rowLookup Row from a lookup table in Workato Embedded customer account
- Refresh API access profile token/secretRefresh API access profile token/secret in Workato Embedded customer account
- Remove member from customer accountRemove Member from customer account in Workato Embedded
- Search public recipesSearch Public recipes in Workato Embedded
- Search rowsSearch Rows from a lookup table in Workato Embedded customer account
- Start recipeStart Recipe in Workato Embedded customer account
- Stop recipeStop Recipe in Workato Embedded customer account
- Update API access profileUpdate API access profile in Workato Embedded customer account
- Update connectionUpdate Connection in Workato Embedded customer account
- Update customer accountUpdate Customer account in Workato Embedded
- Update customer account memberUpdate Member in a customer account in Workato Embedded
- Update recipeUpdate Recipe in Workato Embedded customer account
- Update rowUpdate Row in a lookup table in Workato Embedded customer account
- Upgrade customer account (Deprecated)Upgrade Customer account in Workato Embedded
- Upsert account propertyUpsert Account property in Workato Embedded customer account
Any other action you can think up
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