Jotform + Sage Intacct

Create new Sage Intacct contacts from new Jotform submissions

Streamline your contact creation process with this efficient workflow. When a new submission is received in Jotform, the details are instantly transferred, creating a new contact in Sage Intacct. This automation removes the need for manual data input, saving you both time and effort, and ensures your Sage Intacct contact list is always updated with real-time information from Jotform submissions. Experience a smooth and seamless integration between Jotform and Sage Intacct with this workflow.

Streamline your contact creation process with this efficient workflow. When a new submission is received in Jotform, the details are instantly transferred, creating a new contact in Sage Intacct. This automation removes the need for manual data input, saving you both time and effort, and ensures your Sage Intacct contact list is always updated with real-time information from Jotform submissions. Experience a smooth and seamless integration between Jotform and Sage Intacct with this workflow.

  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