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Create Sage Intacct billing projects from Teamwork.com
For finance teams who need a matching Sage Intacct project as soon as delivery starts in Teamwork.com, by asking their AI assistant.
On this page
Connector
Connect Sage Intacct, pick your AI tool and paste the prompt.
The problem
Delivery starts before finance can bill
When a project starts in Teamwork.com, finance still has to create a matching project in Sage Intacct before time and costs can be billed. Retyping names, dates and the client invites duplicates and projects on the wrong customer.
Without PopdockAI
- Look up the project in Teamwork.com
- Search Sage Intacct for a similar project
- Find the right customer record
- Retype the name, dates and description
With PopdockAI
- The Teamwork.com project read
- A stop when Intacct has a similar project
- The customer matched, with a choice when several fit, never created
- Created after you confirm, with the new ID reported
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Create a project in Intacct from Teamwork project `{project-name}`, with Intacct category `{category}`, linked to the matching Intacct customer. Create it only after the user confirms.
**Step 1: Read the Teamwork project**
Call `teamwork-get-projects` with `name.contains` set to `{project-name}`. If more than one project matches, list them and stop. If none match, say so and stop. Keep `project-name`, `company-name`, `description`, `start-date` and `end-date`.
**Step 2: Make sure Intacct does not already have it**
Call `intacct-get-project` with `project-name.contains` set to the Teamwork `project-name`. If a project with the same or a very similar name exists, show it and stop. Do not create a duplicate.
**Step 3: Find the Intacct customer**
Call `intacct-get-customer` with `customer-name.contains` set to the Teamwork `company-name`. If exactly one customer matches, use its `customer-id`. If several match, list them and ask the user which one. If none match, say so and ask whether to create the project with no customer; do not create a customer.
**Step 4: Confirm**
Show the user exactly what will be created: name, category `{category}`, customer, start date and end date (converted to MM/DD/YYYY, which Intacct requires), and description. Wait for an explicit yes.
**Step 5: Create and confirm**
After the user says yes, call `intacct-create-project` once with `name`, `category`, `customer-id`, `start-date`, `end-date` and `description`. Then call `intacct-get-project` with `project-name` set to the new name and report the new `project-id`.
**Rules & Guidelines:**
* `teamwork-get-projects` is on the teamwork server. `intacct-get-project`, `intacct-get-customer` and `intacct-create-project` are on the intacct server.
* `intacct-create-project` is the only tool that may write, and it may be called once, after confirmation.
* Do NOT call `intacct-create-customer`, `intacct-update-project` or any Teamwork action tool such as `teamwork-update-project`.
**Validation:**
* If `{category}` is blank, ask the user for the Intacct project category before Step 4.
* If the create call fails, report the error as returned and do not retry with changed values unless the user asks.Who it's for
One answer, three teams that use it
Project accountants
Open billing projects without retyping
Create the Intacct project from Teamwork.com in one message, ready for time and costs.
Set up the Teamwork project Contoso Brand Refresh in Intacct as Fixed Fee.
Project managers
Get billing in place at kickoff
Finance has the project as soon as you start delivery, so no time goes unbilled.
We just kicked off Northwind Portal in Teamwork.com. Create it in Intacct under Time and Materials.
Finance managers
Keep projects on the right customer
The customer is matched to an existing record and never created.
Create the Intacct project for the Teamwork project Fabrikam Rollout and confirm the customer first.
How it works
What PopdockAI does when you ask
You name the Teamwork.com project and an Intacct category, and your AI assistant checks for duplicates and matches the customer. Nothing is created until you confirm.
01
Ask
You name the Teamwork.com project and an Intacct category.
02
Check
It reads the project and stops if Sage Intacct already has one with a similar name.
03
Confirm
It matches the customer, shows the name, dates and description, and waits for your yes.
04
Create
It creates the project and reports its new ID.
What PopdockAI provides
The tools behind the answer
Ready made tools for Sage Intacct and one secure connection to your AI tool. No code, no exports.
teamwork-com-get-projects
sage-intacct-get-project
sage-intacct-get-customer
sage-intacct-create-project
This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.
The outcome
Billing projects ready as soon as delivery starts
Related use cases
More ways to put this data to work
One prompt template with infinite possibilities.
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