Create new Sage Intacct contacts from new Gravity Forms submissions
Effortlessly keep your contact list in Sage Intacct updated with this streamlined workflow. Once a new entry is received in Gravity Forms, the same information is used to create a new contact in Sage Intacct. This process eliminates duplication and ensures your contact list in Sage Intacct is always current based on your Gravity Forms data. Ideal for businesses striving for efficiency in contact management procedures.
Effortlessly keep your contact list in Sage Intacct updated with this streamlined workflow. Once a new entry is received in Gravity Forms, the same information is used to create a new contact in Sage Intacct. This process eliminates duplication and ensures your contact list in Sage Intacct is always current based on your Gravity Forms data. Ideal for businesses striving for efficiency in contact management procedures.
- 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