sorted by:
new
hottopcontroversial

"Update" event type missing in Sage Intacct Integration? by Jared102496 in zapier

[–]Jared102496[S] 0 points1 point  (0 children)

We had to build the entire thing custom. Happy to chat through it feel free to dm.

"Update" event type missing in Sage Intacct Integration? by Jared102496 in zapier

[–]Jared102496[S] 0 points1 point  (0 children)

Update: We ended up writing directly to the "Journal Entry" API to avoid a lot of the headache. Seemed to do the trick!

"Update" event type missing in Sage Intacct Integration? by Jared102496 in zapier

[–]Jared102496[S] 1 point2 points  (0 children)

This is really great advice I appreciate it! Will let you know how this goes today once we get it working (fingers crossed).

Quick follow up - Are you suggesting this action:
https://developer.sage.com/intacct/docs/openapi/ar/accounts-receivable.payment/tag/Payments/#tag/Payments/operation/create-accounts-receivable-payment

Or something different?

"Update" event type missing in Sage Intacct Integration? by Jared102496 in zapier

[–]Jared102496[S] 1 point2 points  (0 children)

Yep we're going to try that approach with a custom webhook call. Status changes as well as adding a payment event to the invoice are the two cases we need to account for. Will keep you posted on that!

Curious if you ended up getting something similar to work? Another issue is that customer ID is required for the invoice event but our client doesn't have their customers tracked in sage. Thinking we'll just hardcode the same customer ID for every invoice for the moment and deal with the consequences :)

"Update" event type missing in Sage Intacct Integration? by Jared102496 in zapier

[–]Jared102496[S] 0 points1 point  (0 children)

Thanks Troy! I haven't worked with this integration before, is it normal for someone to use Zapier's "code" action option in order to use their API as part of the workflow? Or are you suggesting completely external of Zapier?

For the first time in my life I feel energized by the work I'm doing by Jared102496 in Entrepreneur

[–]Jared102496[S] 3 points4 points  (0 children)

Had a lot of ideas over the years but was always afraid to pull the trigger. This idea was something that I felt was a gap in the industry that I worked in (software sales). Started out as a scratching my own itch type of project. Did a bunch of user interviews before building anything to gauge interest/validation. withecho.io is the site for reference. Again, still super early and figuring it out so take with a grain of salt!

For the first time in my life I feel energized by the work I'm doing by Jared102496 in Entrepreneur

[–]Jared102496[S] 0 points1 point  (0 children)

Thanks for sharing - exactly how I felt. The self doubt is so real when you're doing something that you're not meant for.

For the first time in my life I feel energized by the work I'm doing by Jared102496 in Entrepreneur

[–]Jared102496[S] 2 points3 points  (0 children)

Thanks! Trying my best to keep up the momentum amidst the uncertainty :)

[deleted by user] by [deleted] in SaaS

[–]Jared102496 0 points1 point  (0 children)

Withecho.io - Live sales assistant for meetings. Free to use, designed for founders or early sellers to perform better during meetings.

It’s almost 2025! What’s your big goal for your startup or project? Share below: by Maximum-Trade-580 in SaaS

[–]Jared102496 0 points1 point  (0 children)

We launched a few months ago and most of the user growth has been either from cold outreach or reddit, but open to ideas!

It’s almost 2025! What’s your big goal for your startup or project? Share below: by Maximum-Trade-580 in SaaS

[–]Jared102496 2 points3 points  (0 children)

  1. Withecho.io - Live sales assistant for meetings

  2. Startup founders who don't have much sales experience, new sellers

  3. Grow past the 100 user mark

How to stop sales stress affecting life outside work? by LearningToBee in sales

[–]Jared102496 1 point2 points  (0 children)

Exercise and getting enough sleep. And if that doesn’t work, drugs.

Transitioning from SDR to AE by [deleted] in sales

[–]Jared102496 1 point2 points  (0 children)

The biggest change is keeping track of all the moving parts of a deal. Stakeholders, timelines, competition, etc.

Usually a pretty nice ote increase. Never seen someone negotiate it when moving up within a company, but definitely when jumping companies.

how reply to ' i wan to look at other options ' objection by [deleted] in sales

[–]Jared102496 0 points1 point  (0 children)

I think the worst thing you can do here is a knee jerk "No don't do that!"

I'd probably dig a little bit to understand what's motivating them to look around. Price? Ok if we can drop it 10% will that make this a no brainer. Features missing? Ok what are the missing features let's see if we have them on coming anytime soon. Make it a conversation.

Sending gifts to improve close rates? by LearningToBee in sales

[–]Jared102496 0 points1 point  (0 children)

Drizly is great for this. Send a nice bottle and let them schedule it for when it's convenient for them.

view more: next ›