In this brief Sage Intacct tutorial video, we’ll show you how to create a Smart Event to provide an email notification based on specific criteria. In this example, a company seeks to notify an individual—such as a controller or chief financial officer—by email when a bill is created in accounts payable (AP) that is $25,000 or more.
A Sage Intacct Smart Event is a versatile feature that initiates automated actions, such as sending email notifications, when specific conditions are met within the Sage Intacct system. This helps users create workflows based on particular events within their accounting data, such as adding a new customer or surpassing a certain invoice amount.
Sage Intacct Smart Event Key Points
- Triggering Actions: Smart Events can be configured to perform various actions, including sending emails, making API calls to external applications, creating log entries, or updating data within Sage Intacct based on predefined conditions.
- Conditions: Users can set specific criteria that must be met for the Smart Event to trigger. These criteria can include a particular dollar amount on an invoice, a specific customer location, or a certain field value.
- Customizable: Smart Events can be tailored to help meet business needs by selecting which events will trigger the action and specifying the actions to be taken.
Find more Smart Event examples from Sage.
How Forvis Mazars Can Help
Watch the video above for guidance on how to create a Smart Event for email, including how to test the Smart Event after it’s been saved and other helpful tips.
Business Technology Services at Forvis Mazars is a Sage accounting and Sage Intacct software value-added reseller, offering a full suite of consulting services. As a certified Sage Partner, our experienced team of technology consultants can help you transform your financial management processes. Connect with us today to learn more or request a personalized demo.