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Workato: Advanced Intacct Integrations

Sync Accounts, Journal Entries, Contacts and Invoices between Salesforce

Freemium  

Payment required to increase usage, users, or features

Business Need
Accounting

Workato is an enterprise-grade, integration & automation platform that is trusted by over 21,000 businesses. Keep Salesforce & Intacct in a bi-directional sync with no need for IT. FREE 30-day trial available. Visit: www.workato.com/pricing.

Compatibility

Salesforce Editions
Professional
Enterprise
Unlimited
Force.com
Developer
Additional Requirements
Any web browser that is updated within the past 5 years.

App Details

Version
Salesforce - Intacct/Salesforce - Intacct 1.0.0
Listed On
04/19/2017
Latest Release
03/02/2022
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 1
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.0.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
01/26/2017

Additional Details

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

Need help?

Workato

Mountain View, California, United States

Email and phone are available for users on paid plans. More information here: https://www.workato.com/support

Support Phone(844) 469-6752
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