Integrate Sage Intacct with Retently

Trigger NPS/CSAT surveys after significant financial transactions or billing events, sync customer financial profiles and contact details, and use feedback scores to improve financial service offerings and customer support strategies.

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About Sage Intacct

Sage Intacct is a cloud-based financial management software that automates accounting processes and provides real-time financial insights.

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Sage Intacct to Retently

1

New Contact

Triggers when a new contact is created.
2

New Payment Received (Accounts Receivable)

Triggers when a new AR payment is added.
3

New Invoice

Triggers when a new invoice is created.
4

New Vendor

Triggers when a new vendor is created.
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Retently to Sage Intacct

1

Create Bill

Creates a new bill.
2

Create Customer

Creates a new customer.
3

Find Bill

Finds a bill based on a search criteria.
4

Find Invoice

Finds an invoice based on a search criteria.
5

Create Contact

Creates a new contact.
6

Create Invoice

Creates a new invoice.
7

Find Customer

Finds a customer based on search criteria.
8

Find Vendor

Finds a vendor based on a search criteria.

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