Sage Intacct and Totara integrations and automations

Seamlessly connect Sage Intacct and Totara. 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

Totara
  • Audience: New/Updated
    Triggers when an audience is added or updated in Totara
  • Course: New/Updated
    Triggers when a course is added or updated in Totara
  • User: New/Updated
    Triggers when a user is added or updated in Totara
  • Organisation: New/Updated
    Triggers when an organisation is added or updated in Totara
  • Position: New/Updated
    Triggers when a position is added or updated in Totara
  • Seminar: New/Updated Event Bookings
    Triggers when a seminar event booking changes state in Totara
  • Seminar: New/Updated Events
    Triggers when a seminar event is added or updated in Totara
  • Seminar: New/Updated In Course
    Triggers when a seminar in a course is added or updated in Totara
  • Certification: New/Updated
    Triggers when a certification is added or updated in Totara
  • Job Assignment: New/Updated
    Triggers when a job assignment is added or updated in Totara
  • Program: New/Updated
    Triggers when a program is added or updated in Totara

    • 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

Totara
  • Audience: Add Member
    Add a member to an audience
  • Audience: Is User A Member
    Check if a user is a member of an audience
  • Audience: Remove Member
    Remove a member from an audience
  • Course: Is User Enrolled
    Check if a user is enrolled in a course
  • User: Create
    Create a new Totara user
  • User: Delete
    Delete a Totara user
  • User: Get - v1
    Get user information - version 1
  • User: Get - v2
    Get user information - version 2
  • User: Get Users
    Get a list of Totara users
  • User: Update
    Update an existing Totara user
  • Manual Enrolment: Enrol
    Enrol a user in a course
  • Manual Enrolment: Unenrol
    Unenrol a user from a course
  • Organisation: Create
    Create an organisation
  • Organisation: Delete
    Delete an existing Totara organisation
  • Organisation: Get
    Return the organisation information by given search criteria if the organisation exists
  • Organisation: Update
    Update the details for an existing organisation
  • Position: Create
    Create a position
  • Position: Delete
    Delete a position
  • Position: Get
    Retrieve a single position
  • Position: Update
    Update a position
  • Seminar: Event - Get
    Get a single seminar event
  • Seminar: Reservation - Allocate to users
    Allocate reserved spaces in a seminar event to users
  • Seminar: Reservation - Release
    Release reserved spaces in a seminar event
  • Seminar: Reservation - Reserve
    Reserve spaces in a seminar event
  • Seminar: Reservation - Get Reservations
    Get a list of booking reservations for a seminar event
  • Seminar: Booking - Get Bookings
    Get a list of bookings for a seminar event
  • Seminar: Booking - Cancel
    Cancel a user booking/signup for a seminar event
  • Seminar: Booking - Create
    Create a user booking/signup for a seminar event
  • Seminar: Booking - Get
    Get a single seminar event booking
  • Seminar: Booking - Set Attendance
    Set attendance for one or more users on a seminar event
  • Seminar: Event - Get Events
    Get a list of events
  • Seminar: Get
    Get a single seminar
  • Seminar: Get Seminars In Course
    Get a list of seminars in a course
  • Certification: Get Certification
    Get a single certification by reference
  • Certification: Get Certifications
    Get a list of certifications
  • Certification: Get Groups
    Get certification groups
  • Certification: Enrol Into Group
    Enrol a user into a certification group
  • Certification: Unenrol From Group
    Unenrol a user from a certification group
  • Job Assignment: Create
    Create a job assignment for a user
  • Job Assignment: Delete
    Delete a job assignment
  • Job Assignment: Get
    Retrieve a job assignment
  • Job Assignment: Update
    Update a job assignment
  • Program: Enrol Into Group
    Enrol a user into a program group
  • Program: Unenrol From Group
    Unenrol a user from a program group
  • Program: Get Groups
    Get a selection of groups
  • Program: Get
    Get a single program
  • Program: Get Programs
    Get multiple programs
  • Report Builder: Get
    Get a report and its details

    • Any other action you can think up

One platform

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