Sage Intacct
Sage Intacct is a cloud financial management platform for accounting, purchasing, billing, cash management, projects, and related business operations.
26 actionsSign in with Sage Intacct
What your bot can do in Sage Intacct
Looks up
- Download Generated FileGenerate or download a file from one cataloged Sage Intacct report, export, or PDF operation.
- Get GL AccountGet the full General Ledger account identified by its Sage Intacct system-assigned key.
- Get Object ModelList available or type-filtered Sage Intacct object resources, or return the full field, enum, relationship, nullability, and method model…
- Get Object RecordGet one record by key from a cataloged Sage Intacct object.
- Get Singleton ObjectGet a cataloged Sage Intacct singleton setup object.
- List Allowed OperationsCheck which operations the connected user may perform on specific Sage Intacct records without changing those records.
- List DimensionsList the company's standard and user-defined accounting dimensions, including General Ledger enablement and each dimension's backing…
- List EntitiesReturn up to 100 company entities and their exact entity IDs for safely scoping Sage Intacct requests.
- List GL AccountsReturn up to 100 General Ledger account references with the system keys needed to retrieve full account details.
- List Object RecordsList records for one cataloged Sage Intacct object.
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- Query Object RecordsQuery one permitted Sage Intacct object with selected fields, filters, sorting, and one page of results.
- Run Read ServiceRun a cataloged read-only Sage Intacct status, view, report, or WIP inspection operation selected by its fixed method and path.
Takes action
- Create AttachmentUpload files and create a Sage Intacct attachment.
- Create Keyed Object RecordCreate a purchasing transaction definition at a caller-supplied key.
- Create Object RecordCreate a record in one cataloged Sage Intacct object.
- Create Security Access Admin Record - Explicit Authorization RequiredPerform explicitly authorized security/access administration by creating a role, user group, or user-group membership.
- Create Singleton ObjectCreate a cataloged Sage Intacct singleton setup object.
- Delete Object RecordDelete one record from a cataloged Sage Intacct object.
- Delete Security Access Admin Record - Explicit Authorization RequiredPerform explicitly authorized destructive security/access administration by deleting a role, user group, or group membership.
- Execute Destructive WorkflowExecute one cataloged irreversible Sage Intacct workflow or consolidation operation.
- Execute Service OperationExecute a cataloged Sage Intacct bulk, WIP, document-sequence, schedule-reallocation, or read-only composite operation.
- Execute WorkflowExecute a cataloged Sage Intacct submit, approve, post, renew, hold, resume, release, recall, or reclassification workflow.
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- Update AttachmentUpload files or metadata to update a Sage Intacct attachment.
- Update Object RecordUpdate one record in a cataloged Sage Intacct object.
- Update Security Access Admin Record - Explicit Authorization RequiredPerform explicitly authorized security/access administration by updating a role, permission assignment, or user group.
- Update Singleton ObjectUpdate a cataloged Sage Intacct singleton setup object.
