Formidable Forms + Sage Intacct

Create new Sage Intacct contacts from new Formidable Forms entries

With this workflow, you can effortlessly enhance your business processes. Every time you get a new entry in Formidable Forms, it directly creates a contact in Sage Intacct. This automation streamlines your contact management, allowing you to save time and focus on what's important for your business. It's a convenient way to ensure all your entries in Formidable Forms are mirrored as contacts in Sage Intacct seamlessly.

With this workflow, you can effortlessly enhance your business processes. Every time you get a new entry in Formidable Forms, it directly creates a contact in Sage Intacct. This automation streamlines your contact management, allowing you to save time and focus on what's important for your business. It's a convenient way to ensure all your entries in Formidable Forms are mirrored as contacts in Sage Intacct seamlessly.

  1. When this happens...
    Formidable FormsFormidable Forms
    New Entry

    Triggers when a new form is submitted.

    TriggerInstant
  2. automatically do this!
    Sage IntacctSage Intacct
    Create Contact

    Triggers when a new contact is created.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

    • FormRequired

    Trigger
    Instant
    Try It
  • Sage Intacct triggers, actions, and search

    New Payment Received (Accounts Receivable)

    Triggers when a new AR payment is added.

    Trigger
    Polling
    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
formidable logo
formidable logo

About Formidable Forms

Formidable Forms is a WordPress plugin that helps you create beautiful drag and drop forms with custom styling. You and your visitors can submit and edit entries and posts from the front-end of your site. When you have data, display it with graphs and custom views.

Related categories

  • Forms & Surveys
  • WordPress

Similar apps

Formstack integrationsFormstack integrations

Formstack

Forms & Surveys
Jotform integrationsJotform integrations

Jotform

Forms & Surveys
Gravity Forms integrationsGravity Forms integrations

Gravity Forms

Forms & Surveys, WordPress
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