Gravity Forms + Sage Intacct
Create new Sage Intacct contacts from new Gravity Forms submissions
Streamline your business processes by keeping your contact information synced and up-to-date. With this workflow, every time a new entry is logged within Gravity Forms, the contact details are instantaneously populated on Sage Intacct, creating a new contact. This helps maintain a high level of organization in your operations and significantly increases your efficiency in managing customer data.
Streamline your business processes by keeping your contact information synced and up-to-date. With this workflow, every time a new entry is logged within Gravity Forms, the contact details are instantaneously populated on Sage Intacct, creating a new contact. This helps maintain a high level of organization in your operations and significantly increases your efficiency in managing customer data.
- When this happens...Form Submission
Triggers when the specified form is submitted.
- automatically do this!Create Contact
Triggers when a new contact is created.
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FormRequired
Status
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
