HubSpot to Sage Intacct: Create/Update Tasks

Prerequisites

To fully utilize the Workflow Wizard, credentials will need to be set up beforehand. Both HubSpot and Intacct credentials will need to be set up first before users can utilize the workflow wizard.

Configuration

The Workflow Wizard can be accessed by navigating to Workflows and clicking the Wizard button.

1. Choose Type

Option	Required/ Optional	Type	Description
Source	Required	Drop-down menu	Select HubSpot
Destination	Required	Drop-down menu	Select Intacct
Workflow Type	Required	Drop-down menu	Select Create/Update Tasks

 

2. HubSpot Setup

Option	Required/ Optional	Type	Description
HubSpot Credential	Required	Drop-down menu	Select the source credential that has been set up beforehand.
Select	Required	Select Arrow Button	Unsure that all desired fields are selected and move to the Fields to Collect section.
Filter	Optional	Filter Field	The customer filter auto-populates. This is removable for customization.

 

3. Query Setup

Option	Required/ Optional	Type	Description
Distinct	Optional	Toggle	Enable or disable to make fields distinct
Source Fields	Required	Free Text	Select from the source column. The credential must be set up beforehand
Target Fields	Required	Free Text	Select from the Target column. The credential must be set up beforehand
Enter Value for TASKSTATUS Column	Required	Number	Enter the desired Sage Intacct TASKSTATUS.

 

4. Sage Intacct Setup

5. Review

The final step will display all elements that will get created in DataBlend based on options selected in the prior steps. The Back button can be utilized throughout the Workflow Wizard to make edits. Click Create to build all listed these elements.

Created Workflow

Once a Workflow is created via the Workflow Wizard, the final Workflow is displayed. From here, the Workflow can be executed, scheduled, or favorited.