Gravity Forms + Sage Intacct

Create new Sage Intacct contacts from new Gravity Forms submissions

Easily streamline your contact management processes with this smart automation. When a new form submission is received in Gravity Forms, a corresponding contact is immediately created in Sage Intacct. This workflow simplifies data entry, ensuring every form response gets recorded as a contact in Sage, saving you time and reducing the risk of manual data-entry errors.

Easily streamline your contact management processes with this smart automation. When a new form submission is received in Gravity Forms, a corresponding contact is immediately created in Sage Intacct. This workflow simplifies data entry, ensuring every form response gets recorded as a contact in Sage, saving you time and reducing the risk of manual data-entry errors.

  1. When this happens...
    Gravity FormsGravity Forms
    Form Submission

    Triggers when the specified form is submitted.

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

    Triggers when a new contact is created.

    ActionWrite
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Supported triggers and actions

    • FormRequired

    Action
    Write
  • 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
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gravity-forms logo

About Gravity Forms

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.
Learn more

Related categories

  • Forms & Surveys
  • WordPress

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sage-intacct logo
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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