Jotform + Sage Intacct

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.

  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

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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