Gravity Forms + Sage Intacct
Create new Sage Intacct contacts from new Gravity Forms submissions
Streamline your workflow by creating a connection between Gravity Forms and Sage Intacct. Whenever a new form submission comes in through Gravity Forms, this automation will make sure the respondent's details are instantly added as a new contact in Sage Intacct. This efficient process not only ensures data consistency but also frees up your time for more valuable tasks.
Streamline your workflow by creating a connection between Gravity Forms and Sage Intacct. Whenever a new form submission comes in through Gravity Forms, this automation will make sure the respondent's details are instantly added as a new contact in Sage Intacct. This efficient process not only ensures data consistency but also frees up your time for more valuable tasks.
- 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
