Sage Intacct and Zendesk integrations and automations

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Customize your Sage Intacct and Zendesk 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

Zendesk
  • New organization
    New organization in Zendesk
  • New ticket
    New ticket in Zendesk
  • New ticket Real-time
    New ticket in Zendesk
  • New/updated records Batch
    Trigger processes batches of new or updated records
  • New user
    New user in Zendesk
  • New/updated organization
    New/updated organization in Zendesk
  • New/updated ticket
    New/updated ticket in Zendesk
  • New/updated ticket Real-time
    New/updated ticket in Zendesk
  • New/updated user
    New/updated user in Zendesk

    • 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

Zendesk
  • Custom action
    Custom action in Zendesk (Custom)
  • Create organization membership
    Create organization membership in Zendesk
  • Bulk update tickets
    Bulk update tickets in Zendesk
  • Create/update records Batch
    Upsert records in Zendesk
  • Solve ticket
    Solve ticket in Zendesk
  • Create custom object record
    Create custom object record in Zendesk
  • Create organization
    Create organization in Zendesk
  • Create relationship record
    Create relationship record in Zendesk
  • Create ticket
    Create ticket in Zendesk
  • Upload attachment
    Upload attachment to Zendesk
  • Create user
    Create user in Zendesk
  • Delete custom object record by ID
    Delete custom object record in Zendesk
  • Delete relationship record by ID
    Delete relationship record in Zendesk
  • Delete ticket
    Delete ticket in Zendesk
  • Get custom object record by ID
    Get custom object record in Zendesk
  • Get organization details by ID
    Get organization details in Zendesk
  • Get organizations by external IDs Batch
    Get organizations in Zendesk
  • Get relationship record(s) Batch
    Get relationship record(s) in Zendesk
  • Get ticket details by ID
    Get ticket details in Zendesk
  • Get comments for ticket Batch
    Get comments for a ticket in Zendesk
  • Get list of tickets by external IDs Batch
    Get list of tickets by external IDs in Zendesk
  • Get user details by ID
    Get user details in Zendesk
  • Get list of custom object records by external IDs Batch
    Get custom object records in Zendesk
  • List user identities Batch
    Get user identity details in Zendesk
  • Get group by name
    Get group by name group in Zendesk
  • Search organization member Batch
    Search for a organization member in Zendesk
  • Search organizations Batch
    Search for organizations in Zendesk
  • Search tickets Batch
    Search for tickets in Zendesk
  • Search users Batch
    Search for users in Zendesk
  • Update custom object record
    Update custom object record in Zendesk
  • Update organization
    Update organization in Zendesk
  • Update ticket
    Update ticket in Zendesk
  • Update user
    Update user in Zendesk

    • Any other action you can think up

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