• Salesforce Connect for Sage Intacct Fundraising Digital Board Book

    Bring the Digital Board Book for Fundraising to life by syncing Salesforce data automatically!

  • Workato is key in bringing the Sage Intacct Dashboards to life by pulling in important metrics and revenues from Salesforce and 200+ other applications automatically. Data transfer is all fully automated and done in almost real-time, so you don’t have to worry about keeping your systems in sync.

    Automatically collect key metrics such as donor or donation information in Salesforce and then create a new statistical journal entry in Sage Intacct to get updated information into the Digital Board Book for Fundraising:

    1. Automatically aggregate the metric you are looking to track
    2. Automatically do comparisons with the required metrics and update the statistical journal entry information in a Salesforce custom object
    3. Create the statistical journal entry in Sage Intacct to feed data into the Digital Board Book for Fundraising.

    Workato provides you with the integration templates for syncing your Salesforce data with Sage Intacct, and you can easily calculate and track any metrics unique to your company. The integration flows (we call them recipes) also requires the creation of a couple of custom objects in Salesforce. Request for more info above!

    Key Benefits:

    • Achieve up to 10 to 100x ROI

    Cut down admin costs and eliminate costly data errors from duplicative data entry.

    • Get better visibility across operations

    Gain a 360-degree view of prospects, donors, employees and financial data across your Salesforce and Sage Intacct by automating data feeds into the Sage Intacct Digital Board Book for Fundraising.

    • Increase revenues with better insights

    Make quicker and more sound strategic decisions with instant access to the detailed metrics, leading into increased revenues.

    • No developers Needed

    With our drag-and-drop interface, we make it super easy for anyone to create integrations. No need for an IT team!

    • Focus on your mission

    Spend less time on tedious administrative tasks so you can have more attention and energy on your core mission.

    • Have it your way
    Easily calculate and track any metrics you want by customizing your integration flows in Workato.

    System Requirements:
    NIL, Sage Intacct Web Services

    $599/mo for Professional Edition

    Workato is the leading Enterprise Automation Platform. Workato enables both business and IT teams to integrate their apps and automate business workflows without compromising security and governance. It enables companies to drive real time outcomes from business events. There is no coding required, and the platform utilizes Machine Learning and patented technology to make the creation and implementation of automations 10X faster than traditional platforms. For more information visit https://www.workato.com

    Phone: (844) 469-6752
    Website: https://www.workato.com/integrations/intacct
    Year Founded: 2013
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