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!