Create new Sage Intacct contacts from new Gravity Forms submissions
Streamline your data entry process with this efficient workflow. Whenever a new form submission is made in Gravity Forms, a contact will immediately be created in your Sage Intacct application. This automation not only minimizes manual data entry but also ensures your Sage Intacct contact list stays up-to-date with every Gravity Forms entry.
Streamline your data entry process with this efficient workflow. Whenever a new form submission is made in Gravity Forms, a contact will immediately be created in your Sage Intacct application. This automation not only minimizes manual data entry but also ensures your Sage Intacct contact list stays up-to-date with every Gravity Forms entry.
- 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