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Sage Intacct
Slack

Connect Sage Intacct and Slack

Explore ready-made Sage Intacct and Slack templates and start automating in minutes.

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Create a custom workflow

Integrate Sage Intacct with Slack and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Slack
Trigger: Watch Direct Messages
Sage Intacct
Action: Select an action
1. Select a trigger

  • Triggers when a new message is added to a direct message channel.

  • Triggers when a new file is added.

  • Triggers when a new interactive event has arrived.

  • Triggers when a new message is added to a multiparty direct message channel.

  • Triggers when a new message or another event is created.

  • Triggers when a new message is added to a private channel.

  • Triggers when a new message is added to a public channel.

  • Triggers when a new message is scheduled.

  • Triggers when a new user is added or an existing user has changed. Only emit the latest change since the last scenario run.

2. Select an action

  • Approves a submitted or partially approved purchasing document.

  • Creates a new purchasing document.

  • Creates a new invoice.

  • Declines a submitted or partially approved purchasing document.

  • Deletes a purchasing document. Several factors determine whether a purchasing document can be deleted; see the Sage Intacct help center for details.

  • Deletes an invoice. Only invoices in draft or posted state can be deleted.

  • Generates a PDF of an invoice and downloads it.

  • Returns information about a specific purchasing document by its key.

  • Returns information about a specific invoice by its key.

  • Performs an arbitrary authorized API call to Sage Intacct.

  • Reverses an invoice and maintains an audit trail. Only posted or paid invoices can be reversed.

  • Submits a draft or declined purchasing document for approval.

  • Submits a draft invoice for posting.

  • Updates an existing purchasing document.

  • Updates an existing invoice.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Sage Intacct and Slack.

Add a Reaction
Adds a reaction to a message.
Action
Add a Star
Adds a star to a channel.
Action
Approve a purchasing document
Approves a submitted or partially approved purchasing document.
Action
Archive a Channel
Archives a channel.
Action
Create a Channel
Creates a channel.
Action
Create a purchasing document
Creates a new purchasing document.
Action
Create a Reminder
Creates a reminder.
Action
Create an invoice
Creates a new invoice.
Action
Decline a purchasing document
Declines a submitted or partially approved purchasing document.
Action
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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.