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Sage Intacct app is available now!

 

Sage Intacct is a cloud-based financial management and accounting software designed to help businesses manage their finances and improve financial performance. 

Our new Sage Intacct app enables:

Automation with your CRM

  • Whenever a new contact is added in Sage Intacct, automatically create a new contact in your CRM system like Salesforce, HubSpot, or Zoho CRM. This ensures your sales and marketing teams have the latest contact information without manual data entry.

Up-to-date invoicing

  • Whenever a new invoice is created in Sage Intacct, find the corresponding invoice in your billing or project management software (e.g., QuickBooks, Trello, Asana). If the invoice does not exist, you can trigger another action to create it. This keeps all your financial systems synchronized and reduces the risk of missed or duplicate invoices.

Payment notifications and follow-ups

  • Whenever a payment is received in Sage Intacct, automatically find the customer associated with that payment in your CRM and update their payment status. You can also notify your sales team via email or Slack about the received payment, ensuring they are aware of the latest payment status.

Vendor management

  • When a new vendor is added in Sage Intacct, automatically create or update the vendor's contact information in your procurement system (e.g., Procurify, SAP Ariba). This ensures that your procurement team has the most up-to-date vendor information.

Automate task follow ups

  • When a new invoice is created, find the associated customer and create a follow-up task in your task management tool (e.g., Asana, Trello, Monday.com) to ensure the sales team follows up on outstanding payments or the finance team prepares for reconciliation.

Customer verification and data enrichment

  • When a payment is received, automatically find the customer in your CRM, verify their details, and update their profile with the payment information. This can include updating their payment history, credit status, and any related notes, providing a complete financial picture.

We would love to hear about your experience using our Sage Intacct integration. Comment below with your feedback! 

Happy building!

I just started using this integration to automate our AR chasing. Is there a roadmap or anything that indicated what Zapier plans on adding to this integration? I’m particularly interested in using activity such as New Customer, and New Sales Invoice or Vendor Invoice (using Order Entry and Purchasing).

Thanks so much for reaching out here @Dillon and welcome to the Community! 🎉

We don’t have any public-facing roadmaps but if you reach out to our Support team here they can open up new feature requests on your behalf for the types of trigger and actions you’d like to see added to the Sage Intacct app on Zapier. That’ll ensure the need for those features gets surfaced to the team managing the app and also allow us to start tracking customer interest in them! 

If you have any further questions or if there's anything else I can help with in the meantime do let me know. 🙂

I just started using this integration to automate our AR chasing. Is there a roadmap or anything that indicated what Zapier plans on adding to this integration? I’m particularly interested in using activity such as New Customer, and New Sales Invoice or Vendor Invoice (using Order Entry and Purchasing).

@Dillon - love hearing that you’re using our new Sage Intacct integration! We’re actively working on adding more functionality that I expect to be available in the next couple of weeks:

  • Action: Create Customer
  • Action: Create Invoice
  • Search: Find Bill
  • Action: Create Bill

When you mention New Customer, New Sales Invoice or Vendor Invoice-- are you referring to triggers or actions?

Thanks for sharing your feedback! And as @SamB - anything requested to support will show up formally in our request queue, so feel free to take that route as well.

@Patricia Monga Both Actions and Triggers could be useful. I was referring to Triggers for this one. As in I add a New Customer in Sage and it triggers an update row Action in google sheets. 

 

The work that I do deals with project and Item tracking in Sage, so we primarily use the Order Entry and Purchasing module rather than the Accounts Receivable and Accounts Payable module for creating new invoices and bills. I’m not sure how different that is on the integration side, but I wanted to mention that in case it can be part of the “Create Invoice” or “Create Bill” actions.

Without “Update” and “Delete” actions, this is a pretty limiting integration for a business that want a continuous sync of data between systems.  Most teams use a CRM to update contact/customer information.  We desire an Update action so we can carry that update to Sage Intacct -- like Billing Contact information.

Hey folks 👋

@Dillon - thanks for confirming that and for sharing some additional insights on the work you do with Sage, that’s super helpful to know! 🧡

@KiloD - thank you for reaching out here 🤗 I couldn’t see any existing feature requests open for the ability to update or delete contacts/customers so you’ll also want to flag the need for those types of actions with our Support team directly. You can do that here: https://zapier.com/app/get-help.

Do let us know if there’s anything else we can help with in the meantime. 

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