Elfsight + Sage Intacct
Create new Sage Intacct contacts from new Elfsight form submissions
Enhance your business efficiency with this seamless Elfsight to Sage Intacct workflow. With every new form submission in Elfsight, a corresponding contact is created in Sage Intacct, thereby maintaining precise and convenient record-keeping within your finance software. Enjoy smoother data transfer and increased productivity with this setup.
Enhance your business efficiency with this seamless Elfsight to Sage Intacct workflow. With every new form submission in Elfsight, a corresponding contact is created in Sage Intacct, thereby maintaining precise and convenient record-keeping within your finance software. Enjoy smoother data transfer and increased productivity with this setup.
- When this happens...New Form Submission
Triggers when a new form submission received.
- automatically do this!Create Contact
Triggers when a new contact is created.
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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
