- United States
- DACH (Germany, Austria, Switzerland)
- UKI (United Kingdom and Ireland)
- Asia
- Cloud Services
- Finance
- IT
- Salesforce
- Sage Intacct
- Financial Reporting Automation
- Compliance and Audit Reporting
Über Sage Intacct
Sage Intacct is 100% invested in meeting the needs of financial professionals, 100% focused on customer success, and 100% committed to the cloud. That’s who they are, and always will be. Customers ranging from startups to public companies rely on Sage Intacct's best-in-class cloud ERP software to deliver the efficiencies and insights that keep them on the fast track of growth, from their first million to their first billion.
What distinguishes Sage Intacct most is the company they keep—the employees, partners, and customers that come together to inspire continuous innovation and success. They are the only cloud accounting software company to be appointed a preferred provider by the AICPA and recognized by finance professionals as the highest rated solution for customer satisfaction. They have been ranked Top Workplace for 7 consecutive years and their leadership team includes award winners for Highest Rated CEO, CFO of the Year and CTO Executive of the Year. Headquartered in San Jose, they have a nationwide award-winning channel program and a U.S. based customer support team.
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Anwendungsfälle
- Show Customer details in Intacct
How it works Type the Workbot command Intacct show customer in the Workbot DM or in a channel Workbot is in. Workbot will ask for the Intacct customer name. Workbot will display details of the Intacct customer in the Slack channel.
- Intacct new payment notification
How it works A new payment is created in Sage Intacct. Slack Workbot posts a message in Slack with the payment details. Notes Workbot must be invited to Slack channels before it can post messages in those channels.
- List recent Invoices in Intacct
How it works Type the Workbot command Intacct list invoice in the Workbot DM or in a channel Workbot is in. Workbot will ask for the case sensitive Intacct customer name. Workbot will display details of the recent Intacct invoices belonging to this customer in the Slack channel. Notes Workbot must be invited to Slack channels before it can post messages in those channels.
- Show Invoice details in Intacct
How it works Type the Workbot command Intacct show invoice in the Workbot DM or in a channel Workbot is in. Workbot will ask for the Intacct invoice number. Workbot will display details of the Intacct invoice in the Slack channel.
- Record Intacct contacts to Google Sheets
How it works A contact is created in Intacct. Workato records the contact in Google Sheets as a new row. Requirements To test this recipe, copy the sample Google Sheet here to your Google Drive account.
- New Contact in Salesforce will create new contact in Intacct
How it works **Important Notes : ** Please read through this description before starting the recipe. What this recipe does: Create a contact in Intacct when a new contact is created in Salesforce