Jotform + Sage Intacct

Create new Sage Intacct contacts from new Jotform submissions

Streamline your contact management process with this efficient workflow. Each time a new entry is captured in Jotform, a corresponding contact is immediately created in Sage Intacct. This eliminates the need for repetitive manual data input and ensures precise record maintenance. Deploy this workflow to focus more on scaling your business.

Streamline your contact management process with this efficient workflow. Each time a new entry is captured in Jotform, a corresponding contact is immediately created in Sage Intacct. This eliminates the need for repetitive manual data input and ensures precise record maintenance. Deploy this workflow to focus more on scaling your business.

  1. When this happens...
    JotformJotform
    New Submission

    Triggers when a new submission has been added to a specific form.

    TriggerInstant
  2. automatically do this!
    Sage IntacctSage Intacct
    Create Contact

    Triggers when a new contact is created.

    ActionWrite
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Supported triggers and actions

    • DocumentRequired

    Trigger
    Polling
    Try It
    • Select a formRequired

    • Assignee emailRequired

    • Invitation Message

    • Prefilled Field Permissions

    Action
    Write
    • Stop on errorRequired

    • HTTP MethodRequired

    • URLRequired

    • Query string parameters

    • Additional request headers

    • Body

    Action
    Write
jotform logo
jotform logo

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.
Learn more

Related categories

  • Forms & Surveys

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sage-intacct logo
sage-intacct logo

About Sage Intacct

Sage Intacct is a cloud-based financial management software that streamlines & automates accounting business processes, providing real-time financial insights.

Related categories

  • Accounting