Create new Sage Intacct contacts from new Gravity Forms submissions
Stay organized and efficient with this easy workflow. When a form is completed in Gravity Forms, it instantly translates into a new contact in Sage Intacct. By combining these processes, you eliminate manual data transfer, resulting in increased precision and productivity. Harness the power of seamless integration and watch your task management prosper.
Stay organized and efficient with this easy workflow. When a form is completed in Gravity Forms, it instantly translates into a new contact in Sage Intacct. By combining these processes, you eliminate manual data transfer, resulting in increased precision and productivity. Harness the power of seamless integration and watch your task management prosper.
- 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