Create new Sage Intacct contacts from new Jotform submissions
Streamline your contact management process with this efficient workflow. Whenever a new submission is received in Jotform, a contact will be created in Sage Intacct. This effective automation saves time and keeps your records accurate and up to date, making your customer management seamless and easy.
Streamline your contact management process with this efficient workflow. Whenever a new submission is received in Jotform, a contact will be created in Sage Intacct. This effective automation saves time and keeps your records accurate and up to date, making your customer management seamless and easy.
- When this happens...New Submission
Triggers when a new submission has been added to a specific form.
- automatically do this!Create Contact
Triggers when a new contact is created.
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