Basin + Sage Intacct
Create new Sage Intacct contacts from new Basin submissions
When a new submission is received in Basin, this workflow promptly creates a new contact in Sage Intacct. It streamlines your data management process, reducing manual data entry and making sure your contact information is always up-to-date in Sage Intacct. Perfect for businesses seeking an efficient solution to handle and organize their contact data.
When a new submission is received in Basin, this workflow promptly creates a new contact in Sage Intacct. It streamlines your data management process, reducing manual data entry and making sure your contact information is always up-to-date in Sage Intacct. Perfect for businesses seeking an efficient solution to handle and organize their contact data.
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New Submission
Triggers when your form receives a submission.
Try ItState
Try ItStatus
Try ItSuggested Contact NameRequired
Print AsRequired
Last Name
First Name
Middle Name
Prefix
Company Name
Primary Email Address
Secondary Email Address
Primary Phone
Secondary Phone
Mobile Phone
Pager
Fax
Address Line 1
Address Line 2
Address Line 3
City
State or Territory
ZIP or Postal Code
Country
ISO Country Code
Primary URL
Secondary URL
Status
Discount
Is Taxable?
Tax ID
Show in Contact List
Status
Try ItNew Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Try ItDue DateRequired
Created DateRequired
Vendor
Transaction AmountRequired
GL AccountRequired
Total Transaction Amount
Memo
Location
Department
NameRequired
Sales Representative
Customer Type
Territory
Parent
Shipping Method
Term
Account Group
Price List
Price Schedule
Override Offset GL Account
