Create new Sage Intacct contacts from new Jotform submissions
Streamline your client onboarding process using this handy workflow. Once a fresh submission lands in your Jotform, it swiftly sets up a corresponding contact in Sage Intacct. This simplifies record organization and expedites the process by reducing manual data entry, making client information readily available from the get-go.
Streamline your client onboarding process using this handy workflow. Once a fresh submission lands in your Jotform, it swiftly sets up a corresponding contact in Sage Intacct. This simplifies record organization and expedites the process by reducing manual data entry, making client information readily available from the get-go.
- 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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