Workato: Advanced Intacct Integrations

Workato also provides Integration Services to help you with all of your integration needs. Feel free to contact us for more information on any integration issues you're facing or use cases you need help crafting. Integrations Included in this package: 1. Sync Salesforce Accounts with Intacct Customers 2. New Account in Salesforce Creates a new Customer in Intacct 3. Sync Updated Intacct items with Salesforce Products 4. Salesforce Closed-Won Opportunities Automatically Creates Intacct Invoice 5. New/Updated Custom Object Automatically Creates an Intacct AR-Invoice. 6. New/Updated payment in salesforce Conditionally Creates an Intacct Payment 7. Salesforce Donation Created Automatically Creates an Intacct Journal Entry 8. New Journal Entry Rollup in Salesforce creates Intacct Journal Entry Instructions: 1. Click "Get It Now" and login using your Salesforce credentials 2. Create a Workato Account if you dont have one. 3. Connect your Salesforce and Intacct Application via the prompts. 4. Access the Salesforce + Intacct Integration recipes under 'My Recipes’ 5. Click ‘Start’ to run the recipe