Elfsight + Sage Intacct

Create new Sage Intacct contacts from new Elfsight form submissions

Streamline your business processes with this efficient workflow. Once a new form is submitted through Elfsight, a corresponding contact is immediately created in Sage Intacct. This seamless link between systems reduces manual data entry and ensures your Sage Intacct records stay up-to-date. Enhance your operational efficiency and strengthen your data management strategy with this automated workflow.

Streamline your business processes with this efficient workflow. Once a new form is submitted through Elfsight, a corresponding contact is immediately created in Sage Intacct. This seamless link between systems reduces manual data entry and ensures your Sage Intacct records stay up-to-date. Enhance your operational efficiency and strengthen your data management strategy with this automated workflow.

  1. When this happens...
    ElfsightElfsight
    TriggerPolling
  2. automatically do this!
    Sage IntacctSage Intacct
    ActionWrite
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Supported triggers and actions

  • Sage Intacct triggers, actions, and search

    New Payment Received (Accounts Receivable)

    Triggers when a new AR payment is added.

    Trigger
    Polling
    Try It
    • Due DateRequired

    • Created DateRequired

    • Vendor

    • Transaction AmountRequired

    • GL AccountRequired

    • Total Transaction Amount

    • Memo

    • Location

    • Department

    Action
    Write
    • NameRequired

    • Sales Representative

    • Customer Type

    • Territory

    • Parent

    • Shipping Method

    • Term

    • Account Group

    • Price List

    • Price Schedule

    • Override Offset GL Account

    Action
    Write
elfsight logo
elfsight logo

About Elfsight

Elfsight Forms is an easy way to create contact, feedback, survey, subscription and any other kind of form.
Learn more

Related categories

  • Forms & Surveys

Similar apps

Zapier Forms integrationsZapier Forms integrations

Zapier Forms

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