Sage Intacct and SysAid integrations and automations

Seamlessly connect Sage Intacct and SysAid. 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

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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

SysAid
  • Service Record Created - Advanced Real-time
    Fires when a new service record is created in SysAid containing a raw JSON of data.
  • Service Record Created - Standard Real-time
    Fires when a new service record is created in SysAid containing a standard list of properties.
  • Service Record Updated - Advanced Real-time
    Fires when a service record is updated in SysAid containing a raw JSON of data.
  • Service Record Updated - Standard Real-time
    Fires when a service record is updated in SysAid containing a standard list of properties.

    • 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

SysAid
  • Custom action
    Custom action in SysAid (Custom)
  • Add Agent to Groups
    Add a specific Agent to one or more existing user groups in your SysAid account.
  • Add End User to Groups
    Add a specific end user to one or more existing user groups in your SysAid account.
  • Add Activity to a Service Record
    Add a time-tracked activity entry to an existing service record. Activities typically represent work performed, such as troubleshooting, communication, or on-site visits. To learn more about activities.
  • Add a Note to a Service Record
    Add an internal or public note to an existing service record.
  • Convert Agent to End User
    Convert an existing Agent into an End user. This action removes the Agent's elevated permissions and system roles, effectively transitioning them to a standard user profile. Admin group memberships, roles, and access rights associated with the Agent role will be removed as part of this conversion.
  • Convert End User to Agent
    Convert an existing end user into an Agent. This action grants the user agent-level permissions and enables them to be assigned to service records, join support groups, and access agent-only functionality. Group memberships, roles, and access rights associated with the agent role will be removed as part of this conversion.
  • Create a New Agent
    Create a new IT Agent user in your SysAid account. This person will be able to access and manage service records.
  • Create a New Asset
    Create a new asset in your SysAid account
  • Create a New Attachment
    Finalize new attachment creation after the initial call to generate_presigned_url. The is the 3rd call made by the client in the creation flow (1st is generating a presigned URL, 2nd - uploading the object to storage using the presigned URL).
  • Create a New Configuration Item (CI)
    Creates a new Configuration Item (CI)
  • Create a CI Relation Type
    Create a new CI relation type
  • Create a New Company
    Create a new company in your SysAid account.
  • Create a New End User
    Creates a new end user in your SysAid account.
  • Create a New Group
    Creates a new user group in your SysAid account.
  • Create a CI Relation For a Given CI ID
    Creates a CI relation for a given CI ID
  • Create a Service Record
    Create a new service record (ticket) in your SysAid account.
  • Delete Agent
    Permanently delete an Agent from your SysAid account using their unique ID. This action is irreversible. Once deleted, the Agent's data cannot be recovered. Use this endpoint with caution to remove agents who no longer require access to the system.
  • Delete Asset by ID
    Delete an asset from your SysAid account, this action is irreversible
  • Delete a CI by ID
    Delete a CI using it's ID. All links that use this CI will be removed. Once deleted, the data cannot be recovered
  • Delete a CI Relation Type by ID
    Delete the CI relation type. All CI links that use this relation type will be removed. Once deleted, the data cannot be recovered
  • Delete Company by ID
    Delete a company by its ID.
  • Delete End User
    Permanently delete an end user from your SysAid account using their unique ID. This action is irreversible. Once deleted, the end users' data cannot be recovered. Use this endpoint with caution to remove users who no longer require access to the system.
  • Delete a CI Relation For a Given CI ID
    Permanently deletes a CI relation for a given CI using its unique ID
  • Delete a Service Record
    Permanently deletes a service record using its unique ID. This action is irreversible and will remove the record and all associated data from your SysAid account. Deleting a service record may affect reporting, audit trails, or related workflows.
  • Generates a Presigned URL for an Attachment Upload
    The 1st step in the new attachment creation flow - a request to generate a presigned URL. that the client can use to upload an attachment.
  • Get Agent by ID
    Retrieve detailed information about a specific Agent using their unique SysAid ID.
  • Get List of Agents
    Retrieve a paginated list of agents in your account. Each agent record includes personal details, contact information, role-specific attributes, group membership, and company association.
  • Get Asset by ID
    Retrieve an Asset by ID
  • Get List of Assets
    Retrieve a paginated list of assets in your SysAid account.
  • Get Category Hierarchy
    Returns a hierarchical list of categories.
  • Get Configuration Item (CI) by ID.
    Retrieve a Configuration Item (CI) by ID.
  • Get CI Relation Types
    Retrieve a list of CI relation types configured in SysAid
  • Get CI Relations for a Specific CI by ID
    Retrieve all CI relations for a specific CI by its ID
  • Get List of Configuration Item (CI) Subtypes by CI Type ID.
    Retrieve a list of all available Configuration Item (CI) subtypes for the specific CI type.
  • Get List of Configuration Item (CI) Types.
    Retrieve a list of Configuration Item (CI) types.
  • Get List of Configuration Items (CIs)
    Retrieves a list of Configuration Items (CIs) from your SysAid CMDB.
  • Get List of Companies
    Retrieve a list of all companies configured in your SysAid account.
  • Get Company by ID
    Retrieve a company by its ID.
  • Get End User by ID
    Retrieve detailed information about a specific end user using their unique SysAid ID.
  • Get List of End Users
    Retrieve a paginated list of end users in your SysAid account.
  • Get Group by ID
    Retrieve detailed information about a specific group using its unique ID.
  • Get Group Members
    Retrieve a list of all users assigned to a specific group by its unique ID.
  • Get List of Groups
    Retrieve a list of all user groups in your SysAid account.
  • Get Indexes
    Retrieve a list of available field indexes used across SysAid entities (such as service records, users, assets, etc.). Use this endpoint to dynamically discover which fields can be used for building advanced queries or filters in your integration.
  • Get a Service Record by ID
    Retrieve the full details of a specific service record using its unique SysAid ID.
  • Get Service Record's Action Items
    Allows to retrieve service record's action items.
  • Get Service Record Template by ID
    Get a service record template by ID.
  • Get Service Record Template by Service Record ID
    Get a template by the service record ID.
  • Remove Agent from Groups
    Remove a specific Agent from one or more user groups. Removing an agent from all groups may affect their access permissions and assignment behavior.
  • Remove End User from Groups
    Remove a specific End User from one or more user groups.
  • Resolve a Service Record
    Mark a service record as resolved. Use this endpoint to update the status of an open ticket to indicate that the issue has been addressed.
  • Search Service Records by Specific Parameters
    Search for service records based on filters, fields or customized query parameters. You can filter records using fields such as status, category, priority, assigned group or agent, creation date, and more.
  • Send a Message from a Service Record
    Send an email notification directly from a specific service record to an end user or agent.
  • Update Agent Details
    Update the details of an existing Agent identified by their SysAid ID. The new values provided will overwrite existing values.
  • Update an Asset
    Update the details of an existing asset. Existing fields will be overwritten with newly provided information
  • Update the Configuration Item (CI) by ID
    Update the Configuration Item (CI) by ID
  • Update a CI Relation Type by ID
    Updates the CI relation type. Note: Only custom CI relation types can be updated. Standard CI relation types can't be updated
  • Update a Company
    Update the details of an existing company in your SysAid account.
  • Update End User Details
    Update the details of an existing end user identified by their SysAid ID. The new values provided will overwrite existing values.
  • Update Service Record Details
    Update the details of an existing service record using its unique SysAid ID.
  • Updates An Action Item Status
    Allows to update the service record's action item status.

    • Any other action you can think up

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