Sage Intacct

9 min

With Sage Intacct modules in Make, you can manage the records in your Sage Intacct account.

The Sage Intacct app is available on the Make Enterprise plan.

To use the Sage Intacct modules, you must have a Sage Intacct paid account. For subscription information, refer to the Sage Intacct page and request for pricing. You must have an active Sage Intacct Web Services developer license.

Refer to the Sage Intacct API documentation for a list of available endpoints.

Connect Sage Intacct to Make

To establish the connection, you must:

Obtain your Client ID and Client Secret in Sage Intacct

Establish the connection with Sage Intacct in Make

Obtain your Client ID and Client Secret in Sage Intacct

Click Applications.

Click View application.

Copy the Client ID and the Secret Key and store it in a safe place.

You will use this value in the Client ID and Client Secret field in Make.

Establish the connection with Sage Intacct in Make

Note: If you add a module with an instant tag, click Create a webhook, then Create a connection.

Optional: In the Connection name field, enter a name for the connection.

In the Client ID, enter the copied Client ID.

In the Client Secret, enter the copied Secret Key.

Click Save.

You have successfully established the connection.

Build Sage Intacct Scenarios

After connecting the app, you can perform the following actions:

Trigger

Triggers when changes occur in records.

Connection	Establish a connection to your Sage Intacct account.
Record Type	Select the record type to watch.
Timezone	Select the timezone that you use in your Sage Intacct account.
Limit	Enter the maximum number of results to be worked with during one execution cycle.

Records

Retrieves a list of records optionally filtered by criteria.

Connection	Establish a connection to your Sage Intacct account.
Record Type	Select the record type to search.
Output Fields	Select fields that you want to appear in the output.
Query Builder	Select the way you want to filter results.
Query String	Insert custom parameters for searching.
Filter	Create filters to narrow down the search records returned.
Order by	Select the option to arrange the search results.
Case Insensitive	Define if the filter value is case-insensitive.
Limit	Enter the maximum number of results to be worked with during one execution cycle.

Creates a new record.

Connection	Establish a connection to your Sage Intacct account.
Record Type	Select the record type to create.
Record Details	Enter or map the information of the record you want to create into the fields that appear. The fields are dependent upon the selected Record Type.
Additional Parameters	Add other parameters that you want to attribute to a record. Parameter Name - Insert the name of the parameter. Type - Select the data type. Value - Insert the value of the parameter.

Retrieves a record by its ID.

Connection	Establish a connection to your Sage Intacct account.
Record Type	Select the record type to create.
Custom Object Name	Specify the record name if you selected Custom record in the Record Type field. The field is case-insensitive.
Record Number	Enter the number of the record you want to get.
Record ID	Enter the ID of the record you want to get if you selected Custom record in the Record type field.

Updates a record by its ID.

Connection	Establish a connection to your Sage Intacct account.
Record Type	Select the record type to update.
Record Number	Enter the number of the record you want to update.
Record ID	Enter the ID of the record you want to update if you selected Custom record in the Record type field.
Record Details	Enter or map the information of the record you want to update into the fields that appear. The fields are dependent upon the selected Record Type.
Additional Parameters	Add other parameters that you want to attribute to a record. Parameter Name - Insert the name of the parameter. Type - Select the data type. Value - Insert the value of the parameter.

Deletes a record by its ID.

Connection	Establish a connection to your Sage Intacct account.
Record Type	Select the record type to delete.
Record Number	Enter the number of the record you want to delete.
Record ID	Enter the ID of the record you want to delete if you selected Custom record in the Record type field.

Other

Performs an arbitrary authorized API call.

Connection	Establish a connection to your Sage Intacct account.
Body	Insert a body in the XML format. Refer to the Sage Intacct API documentation for a list of available endpoints.

Sage Intacct

Connect Sage Intacct to Make

Obtain your Client ID and Client Secret in Sage Intacct

Establish the connection with Sage Intacct in Make

Build Sage Intacct Scenarios

Trigger

Watch Records

Records

Search Records

Create a Records

Get a Record

Update a Record

Delete a Record

Other

Make an API Call

Sage Intacct

Connect Sage Intacct to Make

Obtain your Client ID and Client Secret in Sage Intacct

Establish the connection with Sage Intacct in Make

Build Sage Intacct Scenarios﻿﻿

Trigger

Watch Records

Records

Search Records

Create a Records

Get a Record

Update a Record

Delete a Record

Other

Make an API Call

Build Sage Intacct Scenarios