Do everything in one place
Customize your Sage Intacct and NetSuite SOAP 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
NetSuite SOAP
- Export new standard recordsExport new standard records in Netsuite
- Export new custom recordsExport new custom records in Netsuite
- Export new/updated custom recordsExport new/updated custom records in Netsuite
- Deleted standard recordDeleted standard record in NetSuite
- New classification recordNew classification record in NetSuite
- New classification records BatchNew classification records in NetSuite
- New classification records in a saved searchNew classification saved search result for record in NetSuite
- New custom recordNew custom record in NetSuite
- New custom records BatchNew custom records in NetSuite
- New custom records in a saved searchNew search result for object in NetSuite
- New standard recordNew standard record in NetSuite
- New standard records BatchNew standard records in NetSuite
- New standard records in a saved searchNew search result for record in NetSuite
- New/updated custom recordNew or updated custom record in NetSuite
- New/updated custom records BatchNew or updated custom records in NetSuite
- New/updated custom records in a saved searchNew or updated search result for object in NetSuite
- New/updated standard recordNew or updated standard record in NetSuite
- New/updated standard records BatchNew or updated standard records in NetSuite
- Export new/updated standard recordsExport new/updated standard records in Netsuite
- New/updated standard records in a saved searchNew or updated search result for record in NetSuite
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
NetSuite SOAP
- Custom actionCustom action in NetSuite SOAP (Custom)
- Create custom records in batch BatchCreate custom records in batch in Netsuite
- Create custom records in bulk BatchCreate records in bulk in Netsuite
- Create custom recordCreate custom record in NetSuite
- Create standard recordCreate standard record in NetSuite
- Create standard records in batch BatchCreate standard records in batch in Netsuite
- Create standard records in bulk BatchCreate records in bulk in Netsuite
- Attach contact to recordAttach contact to record in NetSuite
- Attach file to recordAttach file to record in NetSuite
- Delete custom recordDelete custom record by ID in NetSuite
- Delete standard recordDelete standard record by ID in NetSuite
- Execute saved search for custom record BatchExecute saved search for custom record in NetSuite
- Execute saved search for record BatchExecute saved search for record in NetSuite
- Execute SuiteQL query BatchExecute SuiteQL query in NetSuite
- Get all standard records BatchGet all standard records in NetSuite
- Get case comments BatchGet case comments in NetSuite
- Get object schema for custom recordGet object schema for a record in NetSuite
- Get file by IDGet file by ID in NetSuite
- Get posting transaction summaryGet posting transaction summary in NetSuite
- Get object schema for standard recordGet object schema for a record in NetSuite
- Search custom records BatchSearch custom record in NetSuite
- Search standard records BatchSearch standard records in NetSuite
- Update custom records in batch BatchUpdate custom records in batch in Netsuite
- Update custom records in bulk BatchUpdate records in bulk in Netsuite
- Update custom recordUpdate custom record in NetSuite
- Update standard recordUpdate standard record in NetSuite
- Update standard records in batch BatchUpdate standard records in batch in Netsuite
- Update standard records in bulk BatchUpdate records in bulk in Netsuite
- Upsert custom records in batch BatchUpsert custom records in batch in Netsuite
- Upsert custom records in bulk BatchUpsert records in bulk in Netsuite
- Upsert custom recordUpsert custom record in NetSuite
- Upsert standard recordUpsert standard record in NetSuite
- Upsert standard records in batch BatchUpsert standard records in batch in Netsuite
- Upsert standard records in bulk BatchUpsert records in bulk in Netsuite
Any other action you can think up
The wonders of Workato
Easily set up as many intelligent automations you need.
- 1000s of ready-to-use templates
- Accelerate work with intelligent automation
- Do it yourself, faster
- Build bots. Put them to work