Sage Intacct and JupiterOne integrations and automations

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

Rating

4.9

Pre-built

150+

integrations

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

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

JupiterOne
  • Create Graph Entity
    Creates a new entity in JupiterOne using the GraphQL createEntity mutation. Use the scope parameter to prevent managed integrations from creating duplicate entities.
  • Create Graph Relationship
    Creates a new relationship between two entities in JupiterOne using the GraphQL createRelationship mutation.
  • Download Dashboard PDF
    Downloads the rendered dashboard PDF bytes from a signed storage URL (from Get Latest Dashboard PDF Notification) and returns base64-encoded content suitable for email attachment steps.
  • Evaluate Rule
    Triggers an immediate evaluation of a JupiterOne alert rule using the GraphQL evaluateRuleInstance mutation. Evaluation runs asynchronously; the action returns the rule id when the evaluation has been accepted.
  • Evaluate Smart Class
    Triggers an immediate evaluation of a JupiterOne Smart Class using the GraphQL evaluateSmartClassRule mutation. By default evaluation runs asynchronously and the action returns when the evaluation has been accepted. Enable poll_for_completion to poll within Workato's per-action time limit (~150s); for longer evaluations use Get Smart Class Evaluation Status in a recipe repeat loop with fail_if_pending=false.
  • Execute J1QL Query
    Execute J1QL query using deferred response.
  • Export Dashboard PDF
    Invokes the invokeExportDashboardPdf GraphQL mutation. PDF rendering happens asynchronously server-side; pair with Get Latest Dashboard PDF Notification to retrieve the download link when ready.
  • Get Latest Dashboard PDF Notification
    Polls inAppNotifications for topic DASHBOARD_PDF_DOWNLOAD_SUCCESS, matching the configured dashboard name in body.message within a recency window. Returns the newest matching notification downloadLink.
  • Get Smart Class Evaluation Status
    Returns the current Smart Class rule evaluationStep and lastEvaluationEndOn from a single GraphQL query. Use in recipe repeat loops to wait for long-running evaluations without exceeding Workato per-action time limits.
  • List Integration Jobs
    Lists integration jobs for a JupiterOne integration instance using the GraphQL integrationJobs query. Use size=1 to fetch the most recent job (useful for detecting COMPLETED after sync finalize).
  • Update Graph Entity
    Updates an existing JupiterOne graph entity using the GraphQL updateEntityV2 mutation. Provide the entity _id and a JSON object of properties to add or update.

    • Any other action you can think up

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