Sage Intacct and Shopify integrations and automations

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Customize your Sage Intacct and Shopify integration with the following triggers and actions.

Triggers

When this happens…

Sage Intacct
  • New/updated AP bill
    New or updated AP bill in Sage Intacct
  • New/updated AP payment
    New or updated AP payment in Sage Intacct
  • New AR payment
    New AR payment in Sage Intacct
  • New contact
    New contact in Sage Intacct
  • New/updated contact
    New or updated contact in Sage Intacct
  • New expense
    New expense in Sage Intacct
  • New/updated expense
    New or updated expense in Sage Intacct
  • New/updated GL account
    New or updated GL account in Sage Intacct
  • New invoice
    New invoice in Sage Intacct
  • New item
    New item in Sage Intacct
  • New/updated item
    New or updated item in Sage Intacct
  • New project
    New project in Sage Intacct
  • New project task
    New project task in Sage Intacct
  • New/updated project task
    New or updated project task in Sage Intacct
  • New/updated project
    New or updated project in Sage Intacct
  • New/updated purchase order
    New or updated purchase order in Sage Intacct
  • New/updated object
    New/updated object in Sage Intacct
  • New/updated vendor
    New or updated vendor in Sage Intacct

    • Any other trigger you can think up

Shopify
  • New customer
    New customer in Shopify
  • New order
    New order in Shopify
  • New product
    New product in Shopify
  • New/updated customer Batch
    New/updated customer in Shopify
  • New/updated draft order Batch
    New/updated draft order in Shopify
  • New/updated order Batch
    New/updated order in Shopify
  • New/updated product Batch
    New/updated product in Shopify
  • New product variant
    New product variant in Shopify
  • New/updated abandoned checkout
    New/updated abandoned checkout in Shopify
  • New/updated customer
    New/updated customer in Shopify
  • New/updated order
    New/updated order in Shopify
  • New/updated product
    New/updated product in Shopify

    • Any other trigger you can think up

Actions

Do this…

Sage Intacct
  • Custom action
    Custom action in Sage Intacct (Custom)
  • Create expense
    Create expense in Sage Intacct
  • Create contact
    Create contact in Sage Intacct
  • Create customer
    Create customer in Sage Intacct
  • Create GL account
    Create GL account in Sage Intacct
  • Create journal entry with lines
    Create journal entry with multiple line items in Sage Intacct
  • Create single invoice
    Create single invoice in Sage Intacct
  • Create item
    Create item in Sage Intacct
  • Create object
    Create Object in Sage Intacct
  • Create other receipt
    Create other receipt in Sage Intacct
  • Create payment
    Create payment in Sage Intacct
  • Create project
    Create project in Sage Intacct
  • Create/convert purchase transaction
    Create/convert purchase transaction in Sage Intacct
  • Create recurring order entry transaction
    Create recurring order entry transaction in Sage Intacct
  • Create recurring invoice
    Create recurring invoice in Sage Intacct
  • Create statistical journal entry with lines
    Create statistical journal entry with multiple line items in Sage Intacct
  • Create/convert sales transaction
    Create/convert sales transaction in Sage Intacct
  • Create vendor
    Create Vendor in Sage Intacct
  • Delete sales order
    Delete sales order in Sage Intacct
  • Get custom relationship values
    Get custom relationship values for all relationship types in Sage Intacct
  • Get expense by record number
    Get expense by record number in Sage Intacct
  • Get invoice items
    Get invoice items in Sage Intacct
  • Get item by id
    Get item by id in Sage Intacct
  • Get sales order by id
    Get sales order by id in Sage Intacct
  • Link payment to invoices
    Link payment to invoices in Sage Intacct
  • Search expenses Batch
    Search expenses in Sage Intacct
  • Search AR terms Batch
    Search AR terms in Sage Intacct
  • Search contacts Batch
    Search contacts in Sage Intacct
  • Search customers Batch
    Search customers in Sage Intacct
  • Search dimensions Batch
    Search dimensions by name in Sage Intacct
  • Search GL account Batch
    Search GL account in Sage Intacct
  • Search journal entries Batch
    Search journal entries in Sage Intacct
  • Search invoices Batch
    Search invoices in Sage Intacct
  • Search items Batch
    Search items in Sage Intacct
  • Search objects Batch
    Search Objects in Sage Intacct
  • Search projects Batch
    Search projects in Sage Intacct
  • Search purchasing documents Batch
    Search purchasing documents in Sage Intacct
  • Search sales documents Batch
    Search sales documents in Sage Intacct
  • Update contact
    Update contact in Sage Intacct
  • Update customer
    Update customer in Sage Intacct
  • Update component of item
    Update component of item in Sage Intacct
  • Update object
    Update Object in Sage Intacct
  • Update project
    Update project in Sage Intacct
  • Update sales order and lines
    Update sales order in Sage Intacct
  • Update vendor
    Update Vendor in Sage Intacct

    • Any other action you can think up

Shopify
  • Custom action
    Custom action in Shopify (Custom)
  • Add metafield to objects
    Add metafield to objects in Shopify
  • Add metafield to store
    Add metafield to store in Shopify
  • Adjust inventory level
    Adjust inventory level in Shopify
  • Calculate refund transaction
    Calculate refund in Shopify
  • Cancel a fulfillment
    Cancel a single fulfillment in Shopify
  • Connect inventory item to location
    Connect an inventory item to a location in Shopify
  • Create customer
    Create customer in Shopify
  • Create draft order
    Create a draft order on Shopify
  • Create fulfillment
    Create a fulfillment for fulfillment order(s) in Shopify
  • Create order
    Create order in Shopify
  • Create product
    Create product in Shopify
  • Create product image
    Create a product image on Shopify
  • Create product variant
    Create product variant in Shopify
  • Create refund transaction
    Create refund in Shopify
  • Create transaction
    Create transaction in Shopify
  • Delete draft order
    Deletes a draft order on Shopify
  • Delete product image
    Delete product image from Shopify
  • Get store metafields Batch
    Get store metafields in Shopify
  • Search customers Batch
    Search customers in Shopify
  • Get draft order by ID
    Retrieves a draft order by ID on Shopify
  • List draft orders
    Lists existing draft orders on Shopify
  • Get fulfillment by ID
    Get a single fulfillment in Shopify
  • Get object metafields Batch
    Get object metafields in Shopify
  • Get order by ID
    Get order by ID in Shopify
  • Get product image by ID
    Get product image details by ID on Shopify
  • Get transactions Batch
    Get transactions by order ID in Shopify
  • List fulfillment orders for an order Batch
    List fulfillment orders for an order in Shopify
  • List fulfillments by fulfillment order Batch
    List fulfillments by fulfillment order in Shopify
  • List locations Batch
    List locations in Shopify
  • List product images
    Lists product images of a product on Shopify
  • List product variants Batch
    List product variants in Shopify
  • Search orders Batch
    Search orders in Shopify
  • Search products Batch
    Search products in Shopify
  • Send email invoice
    Send an email invoice for a draft order on Shopify
  • Set inventory level
    Set inventory level in Shopify
  • Update customer
    Update customer in Shopify
  • Update draft order
    Updates a draft order on Shopify
  • Update SKU
    Update inventory item SKU in Shopify
  • Update object metafield
    Update metafields of an object in Shopify
  • Update order
    Update order in Shopify
  • Update product
    Update product in Shopify
  • Update product image
    Update product image details on Shopify
  • Update product variant
    Update product variant in Shopify
  • Update store metafield
    Update store metafields in Shopify
  • Update tracking information of a fulfillment
    Update tracking information of a fulfillment in Shopify

    • Any other action you can think up

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