Sage Intacct and SailPoint integration

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Customize your Sage Intacct and SailPoint integration with the following triggers and actions.

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

SailPoint

Access Request Dynamic Approval Real-time
Route an access request to an additional approval step by an identity or a governance group.
Access Request Postapproval Real-time
An access request has passed all approval steps and is ready to be provisioned.
Access Request Preapproval Real-time
Approve or deny an access request before it is sent to the first approver.
Account Aggregation Completed Real-time
An account aggregation operation has completed.
Identity Attributes Changed Real-time
One or more attributes for an identity have changed
Identity Deleted Real-time
An identity has been deleted in Identity Now.
New Identity Created Real-time
A new identity has been created in Identity Now.
Saved Search Completed Real-time
A report generated from a saved search subscription is available to be processed

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

SailPoint

Custom action
Custom action in SailPoint
Get Account Activity
This gets a single account activity.
Get Certification Campaign
This gets a single certification campaign by ID.
List Account Activities
This gets a collection of account activities that satisfy the given parameters.
List Certification Campaigns
This gets multiple certification campaigns that satisfy the given parameters.
List Public Identities
Returns a list of publicly viewable identities in Identity Now.
List Requestable Objects
Returns a list of acccess items that that can be requested through the Submit Access Request action.
Respond to Trigger
This will submit a response to a REQUEST_RESPONSE trigger.
Submit Access Request
This submits the access request into IdentityNow, where it will follow any IdentityNow approval processes.
Upload Account Source File
This uploads a CSV formatted account file generated from an identity source to Identity Now. IDN will automatically perform account aggregation when the file is received.