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.
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New Form Submission
Triggers when a new form submission received.
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


