Formstack + Sage Intacct

Create Sage Intacct contacts from new Formstack form submissions

When a new form submission occurs in Formstack, streamline the follow-up process with this workflow. It enables new contacts to be created in Sage Intacct instantly, saving you time and minimizing data entry errors. Perfect for businesses aiming to optimize their Formstack to Sage Intacct data transfer.

When this happens...
New Form Submission
Triggers when a Form recieives a Submission.
TriggerInstant
automatically do this!
Create Contact
Triggers when a new contact is created.
ActionWrite

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Supported triggers and actions

New Form
Triggers when a new Form is created.
Trigger
Polling
Try It
- FormRequired
- User Agent
- Remote Address
- Mark Submission as "read"?
Action
Write
- Status
Trigger
Polling
Try It
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

- 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

- FormRequired
- Field identification
Trigger
Instant
Try It
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- State
Trigger
Polling
Try It
- Status
Trigger
Polling
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

About Formstack

Formstack is one of the easiest ways to build custom forms that let you collect data your way.

Learn more

Related categories

Forms & Surveys

Similar apps

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

Related Zap Templates

Find new Sage Intacct customers with each Formstack form submission

Create new Sage Intacct contacts from new Formstack submissions

Create new Sage Intacct contacts from new Formstack submissions

Formstack + Sage Intacct

Create Sage Intacct contacts from new Formstack form submissions

Supported triggers and actions

New Form

Create Form Submission

New Contact

New Payment Received (Accounts Receivable)

Create Bill

Create Customer

Find Bill

Find Invoice

New Form Submission

API Request (Beta)

New Invoice

New Vendor

Create Contact

Create Invoice

Find Customer

Find Vendor

About Formstack

Related categories

Similar apps

Wufoo

Jotform

Gravity Forms

About Sage Intacct

Related categories

Related Zap Templates

Related Zap Templates