Google Forms + Sage Intacct
Create new Sage Intacct contacts from new Google Forms responses
When a new response is added in Google Forms, this workflow ensures that contact information is promptly transferred and saved in Sage Intacct. It streamlines your lead management process, allowing you to promptly follow up on potential clients or opportunities. This efficient process assists in preventing lost information or delays, giving you the advantage in your market.
When a new response is added in Google Forms, this workflow ensures that contact information is promptly transferred and saved in Sage Intacct. It streamlines your lead management process, allowing you to promptly follow up on potential clients or opportunities. This efficient process assists in preventing lost information or delays, giving you the advantage in your market.
- When this happens...New Form Response
Triggers when a new form response is received.
- automatically do this!Create Contact
Triggers when a new contact is created.
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FormRequired
Try ItStop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
State
Try ItStatus
Try It
FormRequired
Try ItStatus
Try ItNew Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Try ItVendor 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
