Sage Intacct and Salesflare

Accounting sage.com ↗

How to connect Sage Intacct

Via Zapier — 22 operations available. Set it up ↗
Via Make — 17 modules available. Set it up ↗

What you can automate

When new Contact in Sage Intacct, find or create contact in Salesflare.
When new Customer in Sage Intacct, find or create account, then find or create contact, then add contact to account in Salesflare.
When new Invoice in Sage Intacct, create opportunity, then find or create contact in Salesflare.
When new Payment Received (Accounts Receivable) in Sage Intacct, create opportunity, then find or create contact in Salesflare.
When new Sales Invoice in Sage Intacct, create opportunity, then find or create contact in Salesflare.
When new Vendor Invoice in Sage Intacct, find or create account in Salesflare.

About Sage Intacct

Sage Intacct is a cloud-based financial management software that streamlines & automates accounting business processes, providing real-time financial insights.

Sage Intacct operations on Zapier

Triggers (7)

Start a workflow when this happens

New Contact — Triggers when a new contact is created.
New Customer — Triggers when a new customer is created.
New Invoice — Triggers when a new invoice 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.

Show 2 more triggers

New Vendor — Triggers when a new vendor is created.
New Vendor Invoice — Triggers when a new vendor invoice is created.

Actions (10)

Things Salesflare can make it do

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 Vendor Invoice — Creates a new vendor invoice as a Purchasing Document.

Show 5 more actions

Create or Update Project Resource — Creates a new project resource or updates an existing one.
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.

Searches (5)

Look up existing records

Find Bill — Finds a bill based on a search criteria.
Find Customer — Finds a customer based on search criteria.
Find Invoice — Finds a invoice based on a search criteria.
Find Invoices — Finds invoices within a date range.
Find Vendor — Finds a vendor based on a search criteria.

Sage Intacct operations on Make

Actions (15)

Things Salesflare can make it do

Approve a purchasing document — Approves a submitted or partially approved purchasing document.
Create a purchasing document — Creates a new purchasing document.
Create an invoice — Creates a new invoice.
Decline a purchasing document — Declines a submitted or partially approved purchasing document.
Delete a purchasing document — Deletes a purchasing document. Several factors determine whether a purchasing document can be deleted; see the Sage Intacct help center for details.

Show 10 more actions

Delete an invoice — Deletes an invoice. Only invoices in draft or posted state can be deleted.
Generate a PDF of an invoice — Generates a PDF of an invoice and downloads it.
Get a purchasing document — Returns information about a specific purchasing document by its key.
Get an invoice — Returns information about a specific invoice by its key.
Make an API call — Performs an arbitrary authorized API call to Sage Intacct.
Reverse an invoice — Reverses an invoice and maintains an audit trail. Only posted or paid invoices can be reversed.
Submit a purchasing document — Submits a draft or declined purchasing document for approval.
Submit an invoice — Submits a draft invoice for posting.
Update a purchasing document — Updates an existing purchasing document.
Update an invoice — Updates an existing invoice.

Searches (2)

Look up existing records

Search invoices — Returns a list of invoices filtered by the specified criteria.
Search purchasing documents — Returns a list of purchasing documents filtered by the specified criteria.