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Sage Intacct

Connect Sage Intacct integrations

Modernize your company's financial ledger by connecting Sage Intacct to Make to automate bills, invoices, and multi-entity expenses. Linking this cloud software to our workflow automation tool lets you instantly post journal entries, sync customer details, and track real-time cash flow. Sign up for a free account today to deploy your first automated accounting pipeline.

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Sage Intacct

This app is supported and maintained by Make.

Triggers and actions

Developed, supported and maintained by community users.

Approve a purchasing document
Approves a submitted or partially approved purchasing document.
Action
Create a purchasing document
Creates a new purchasing document.
Action
Create an invoice
Creates a new invoice.
Action
Decline a purchasing document
Declines a submitted or partially approved purchasing document.
Action
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.
Action
Delete an invoice
Deletes an invoice. Only invoices in draft or posted state can be deleted.
Action
Generate a PDF of an invoice
Generates a PDF of an invoice and downloads it.
Action
Get a purchasing document
Returns information about a specific purchasing document by its key.
Action
Get an invoice
Returns information about a specific invoice by its key.
Action
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Supercharge your workflows

Scale your finance operations: Integrate Sage Intacct with Make.

Connect Sage Intacct with your other apps using Make. Automatically sync invoices, update contacts in real time, and track expenses directly in your ledger to save time and eliminate manual data entry.

Automated billing and invoicing

Seamlessly sync sales data from your CRM or e-commerce store to automatically generate invoices in Sage Intacct without manual data entry.

Unified contact and vendor data

Keep your customer, vendor, and account details automatically updated across Sage Intacct and your other business systems in real time.

Real-time financial alerts

Receive instant notifications in your team chat tools the moment a customer payment is received or a budget threshold is crossed.

Streamlined expense tracking

Automatically log receipts and trigger approval workflows by connecting your favorite expense management tools directly to your general ledger.

Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.