Sage Intacct
Large AP Bill Alert
Notify finance when AP bills exceed a dollar threshold.
Email alertLog to Google Sheet
Sage Intacct
Overdue AR Invoice Alert
Stay on top of accounts receivable. This automation monitors Sage Intacct AR invoices daily and fires when any invoice is past its due date and hasn't been fully paid. It sends an email alert to your collections team and logs the overdue invoices to a Google Sheet for tracking.
How it works
Three steps to automate
01
Connect your data source
Link your QuickBooks, Salesforce, HubSpot, or any supported platform. Brooked syncs the data to a Google Sheet automatically.
02
Set your trigger
Choose a condition — value thresholds, new rows, or let AI evaluate the data. Configure the check schedule: hourly, daily, or weekly.
03
Choose your actions
Pick what happens when the trigger fires: email alerts, Slack messages, Google Sheets logs, Salesforce tasks, QuickBooks invoices, and more.
Trigger
Condition match
Fires when rows in your connected data source match specific conditions you define — thresholds, status changes, date checks, and more.
Default condition
Status is not "Paid" and Due Date is before today
Schedule
Once a day
Brooked checks your Sage Intacct data once a day. When the trigger condition is met, your configured actions fire automatically. You can adjust the frequency any time.
HourlyDailyWeekly
Actions
What happens when it fires
Every action runs automatically. Add or remove actions any time without rebuilding the automation.
Email alert
Send an email summary to your team with the rows that triggered the automation.
Log to Google Sheet
Append triggered rows to a Google Sheets tab for tracking and audit.
Related
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Project Over Budget
Flag projects where spending may exceed the budget amount.
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QuickBooks
Overdue Invoice Follow-up
Automatically follow up on invoices that are past due with an outstanding balance.
Send invoice reminderEmail alert
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