When a Sage Intacct employee changes, find and update the matching Airtable record, then alert the team in Slack
When a Sage Intacct employee is created or updated, FlowMattic searches Airtable for the matching record and updates it (or creates one if none exists), then alerts the team in Slack on either path.
Sage Intacct
Airtable
Branch
Slack7 steps Setup ~12 min Used on 644 sites Free to import
How this workflow runs
What happens at each step once the workflow is on, and what you need before you import it.
Sage Intacct Employee ChangesThe workflow starts automatically when an employee is created or updated in Sage Intacct. FlowMattic captures that data for the steps below.
- Airtable Search Record
Airtable — search for records using a filter formula. Data is mapped from earlier steps; connect your Airtable account on import.
- Branch Matching Airtable record found?
The Branch evaluates "Matching Airtable record found?": when it's true the Yes path runs, otherwise the No path runs — two outcomes, one workflow.
- Airtable Update Record
On the Yes path (condition met) — Airtable — updates an existing record. Data is mapped from earlier steps; connect your Airtable account on import.
- Slack Send Channel Message
On the Yes path (condition met) — Slack — post or Schedule a new message to a specific #channel. Data is mapped from earlier steps; connect your Slack account on import.
- Airtable Create Record
On the No path (otherwise) — Airtable — creates a new record. Data is mapped from earlier steps; connect your Airtable account on import.
- Slack Send Channel Message
On the No path (otherwise) — Slack — post or Schedule a new message to a specific #channel. Data is mapped from earlier steps; connect your Slack account on import.
What you need
- FlowMatticCore
- Sage Intacct AccountAccount
- Airtable AccountAccount
- Slack AccountAccount
After importing, map your own data. To keep the template universal, not every step is pre-filled. Open each step in the builder and connect your accounts and fields (channels, lists, sheets, recipients) before you switch the workflow on.
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