Sage Intacct and SurveyMonkey integrations and automations

Seamlessly connect Sage Intacct and SurveyMonkey. 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

SurveyMonkey
  • Completed survey response
    Completed response for survey on SurveyMonkey

    • 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

SurveyMonkey
  • Custom action
    Custom action in SurveyMonkey (Custom)
  • Add contacts
    Add contacts to a SurveyMonkey contact list
  • Add page
    Add a page to a SurveyMonkey survey
  • Add question
    Add a question to a SurveyMonkey survey page
  • Create collector
    Create a collector in SurveyMonkey
  • Create contact list
    Create a contact list in SurveyMonkey
  • Create survey
    Create a survey in SurveyMonkey
  • Create webhook
    Create a webhook in SurveyMonkey
  • Delete webhook
    Delete a webhook in SurveyMonkey
  • Get response
    Get a response in SurveyMonkey
  • Get survey details
    Get survey details in SurveyMonkey
  • Get webhook
    Get a webhook in SurveyMonkey
  • List collectors Batch
    List collectors for a SurveyMonkey survey
  • List contact lists Batch
    List contact lists in SurveyMonkey
  • List contacts Batch
    List contacts in a SurveyMonkey contact list
  • List question bank questions Batch
    List question bank questions in SurveyMonkey
  • List responses Batch
    List responses in SurveyMonkey
  • List survey categories Batch
    List survey categories in SurveyMonkey
  • List survey templates Batch
    List survey templates in SurveyMonkey
  • List surveys Batch
    List surveys in SurveyMonkey
  • List webhooks Batch
    List webhooks in SurveyMonkey
  • Search surveys
    Search for a survey in SurveyMonkey
  • Send survey invite via email
    Send SurveyMonkey survey invite via email to recipient
  • Send collector invitation
    Send a collector invitation via SurveyMonkey
  • Update page
    Update a page in a SurveyMonkey survey
  • Update question
    Update a question in SurveyMonkey
  • Update survey
    Update survey settings in SurveyMonkey

    • Any other action you can think up

One platform

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