Jotform + Sage Intacct

Create new Sage Intacct contacts for every new Jotform submission

Enable this workflow to streamline your management process. As soon as you receive a new submission in Jotform, a new contact will be created in Sage Intacct. This efficient process not only cuts down on manual data entry but also ensures your Sage Intacct contact list stays updated and organized. Perfect for those who want to effortlessly transfer information from their forms to their accounting system.

Enable this workflow to streamline your management process. As soon as you receive a new submission in Jotform, a new contact will be created in Sage Intacct. This efficient process not only cuts down on manual data entry but also ensures your Sage Intacct contact list stays updated and organized. Perfect for those who want to effortlessly transfer information from their forms to their accounting system.

  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
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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

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  • 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