Sage Intacct and Zapier connect so you can automate accounting workflows. Sync invoices, contacts, and payments with thousands of other apps.
Prerequisites
To use the Sage Intacct app on Zapier, you must have:
- A paid Zapier account. Sage Intacct is a premium app on Zapier.
- A paid Sage Intacct plan. View Sage Intacct plans.
Connect Sage Intacct to Zapier
To create an app connection to Sage Intacct on Zapier:
- Go to the Apps page.
- Click + Add connection.
- In the dialog, search for and select Sage Intacct.
- Click Add connection.
- A new browser tab or window will open.
- Log into Sage Intacct to authenticate.
- Grant Zapier permission to access your account if prompted to.
Your Sage Intacct account is now successfully connected to Zapier.
About Sage Intacct's app
Triggers, searches, and actions
Triggers
- New Invoice - Triggers when a new invoice is created.
- New Contact - Triggers when a new contact is created.
- New Vendor - Triggers when a new vendor is created.
- New Payment Received (Accounts Receivable) - Triggers when a new AR payment is added.
- New Sales Invoice - Triggers when a new sales invoice is created.
- New Customer - Triggers when a new customer is created.
- New Vendor - Triggers when a new vendor is created.
Searches
- Find Bill - Finds a bill based on a search criteria.
- Find Customer - Finds a customer based on a search criteria.
- Find Invoice - Finds an invoice based on a search criteria.
- Find Vendor - Finds a vendor based on a search criteria.
- Invoices - Finds invoices within a date range.
Actions
- Create Bill - Creates a new bill.
- Create Contact - Creates a new contact.
- Create Customer - Creates a new customer.
- Create Invoice - Creates a new invoice.
- Create or Update Project Resource - Create a new project resources or updates an existing one.
- Create Vendor Invoice - Creates a new vendor invoice as a Purchasing Document.
- Update Bill - Updates an existing bill.
- Update Customer - Updates an existing customer
- Update Invoice - Updates an existing invoice.
- Update Vendor Invoice - Updates an existing vendor invoice.
Limitations
- Only cloud-hosted Sage Intacct accounts are supported.
- Usage and rate limits depend on your organization's Sage Intacct Performance Tier. Zapier uses your organization's Web Services; Sage usage costs may apply.
- Custom fields are supported for all triggers and actions except the Create Contact action.
Templates
View all of Sage Intacct's templates.