ConvertFlow + Sage Intacct

Create new Sage Intacct contacts from new ConvertFlow cta form or survey submissions

Stay on top of new responses from your ConvertFlow surveys or forms and effortlessly manage contacts in Sage Intacct with this efficient workflow. Every time a prospective client completes a ConvertFlow form or survey, it immediately creates a new contact in Sage Intacct. This simple, automated process helps keep your contact list up-to-date, saving time and hassle so you can focus on strengthening your client relationships.

When this happens...
CTA Form/Survey Submission (Legacy)
Triggers when a specific CTA has a form or survey element submitted.
TriggerInstant
automatically do this!
Create Contact
Triggers when a new contact is created.
ActionWrite

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Supported triggers and actions

- CTA Campaign
Trigger
Instant
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New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
- TagRequired
Trigger
Instant
Try It
- TagRequired
- Source URL
- EmailRequired
- First Name
- Last Name
- Phone
- City
- Company Name
- Company Title
- State
- Address
- Zip Code
- Country
Action
Write
- TagRequired
- EmailRequired
Action
Write

- State
Trigger
Scheduled
Try It
- Status
Trigger
Scheduled
Try It

- Contact NameRequired
- Print AsRequired
- Last Name
- First Name
- Middle Name
- Prefix
- Company Name
- Taxable
- Tax ID
- Contact Tax Group Name
- Active
- Primary Phone Number
- Secondary Phone Number
- Cellular Phone Number
- Pager Number
- Fax Number
- Primary Email Address
- Secondary Email Address
- Primary URL
- Secondary URL
- Address Line 1
- Address Line 2
- City
- State/Province
- ZIP/Postal Code
- Country
Action
Write
- Invoice Number
- Reference Number
- Customer IDRequired
- Due Date
- Payment Term
- Create Draft
- GL Account Number
- AR Account Label
- Offset GL Account Number
- Transaction AmountRequired
- Location ID
- Allocation ID
- Customer ID
- Class ID
- Contract ID
- Department ID
- Employee ID
- Vendor ID
- Warehouse ID
- Project ID
- Item ID
- Memo
- Rev Rec Template ID
- Deferred Revenue GL Account Number
- Rev Rec End Date
- Rev Rec Start Date
- Total Due
- Total Paid
- External ID
- Description
- Bill To Contact
- Ship To Contact
- Summary Record No
- Attachments ID
- Base Currency Code
- Transaction Currency Code
- Exchange Rate Date
- Exchange Rate Type
- Exchange Rate Value
- Transaction Date
- GL Posting Date
- Post to GL?
Action
Write
Find Customer
Finds a customer based on search criteria.
Action
Search
Find Vendor
Finds a vendor based on a search criteria.
Action
Search

- Call-To-ActionRequired
Trigger
Instant
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- TagRequired
Trigger
Instant
Try It
- EmailRequired
- First Name
- Last Name
- Phone
- Company Name
- Company Title
- Address
- City
- State
- Zip Code
- Country
- Source URL
Action
Write
- EmailRequired
Action
Write
- Status
Trigger
Scheduled
Try It
New Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Trigger
Scheduled
Try It
- Vendor IDRequired
- Bill Number
- Transaction DateRequired
- Due DateRequired
- Payment Term
- Reference Number
- GL Posting Date
- Transaction Currency
- Base Currency
- Exchange Rate Type
- Exchange Rate Date
- Exchange Rate Value
- Attachments ID
- GL Account NumberRequired
- Transaction AmountRequired
- Description
- Department ID
- Location ID
- Project ID
- Customer ID
- Item ID
- Contract ID
Action
Write
- Customer NameRequired
- Active
- One Time Use
- First Name
- Middle Name
- Last Name
- Primary Contact Name
- Primary Phone Number
- Mobile Phone Number
- Pager
- Fax
- Primary Email Address
- Secondary Email Address
- URL
- Currency
- Address Line 1
- Address Line 2
- City
- State/Province
- ZIP/Postal Code
- Country
- Print As
- Exclude from the company contact list
Action
Write
Find Bill
Finds a bill based on a search criteria.
Action
Search
Find Invoice
Finds a invoice based on a search criteria.
Action
Search

About ConvertFlow

ConvertFlow is an all-in-one platform for converting visitors. Create, personalize and launch forms, popups, surveys and landing pages, without coding.

Learn more

Related categories

Forms & Surveys

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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

ConvertFlow + Sage Intacct

Create new Sage Intacct contacts from new ConvertFlow cta form or survey submissions

Supported triggers and actions

Form/Survey Submission (New)

New Contact

Tag Removed From Contact

Add a Tag

Remove a Tag

New Invoice

New Vendor

Create Contact

Create Invoice

Find Customer

Find Vendor

CTA Form/Survey Submission (Legacy)

Tag Added to Contact

Create or Update Contact

Delete Contact

New Contact

New Payment Received (Accounts Receivable)

Create Bill

Create Customer

Find Bill

Find Invoice

About ConvertFlow

Related categories

Similar apps

Zapier Interfaces

About Sage Intacct

Related categories

Related Zap Templates

Related Zap Templates