Ninja Forms + Sage Intacct

Create Sage Intacct contacts from new Ninja Forms submissions

Streamline your contact management process by integrating Ninja Forms with Sage Intacct. When you receive a new form submission on Ninja Forms, this workflow will promptly create a new contact in your Sage Intacct system. Whether it's for customer inquiries, sales leads, or other interactions, this automation ensures you'll never miss adding an important contact to your Sage Intacct database.

Streamline your contact management process by integrating Ninja Forms with Sage Intacct. When you receive a new form submission on Ninja Forms, this workflow will promptly create a new contact in your Sage Intacct system. Whether it's for customer inquiries, sales leads, or other interactions, this automation ensures you'll never miss adding an important contact to your Sage Intacct database.

  1. When this happens...
    Ninja FormsNinja Forms
    New Form Submission

    Triggers when a 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

  • 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
    • Customer NameRequired

    • Active

    • One Time Use

    • First Name

    • Middle Name

    • Last Name

    • Primary Contact Name

    • Primary Phone Number

    • Mobile Phone Number

    • Pager

    • Fax

    • Primary Email Address

    • Secondary Email Address

    • URL

    • Currency

    • Address Line 1

    • Address Line 2

    • City

    • State/Province

    • ZIP/Postal Code

    • Country

    • Print As

    • Exclude from the company contact list

    Action
    Write
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About Ninja Forms

Ninja Forms is the easiest and most flexible WordPress Form builder.
Learn more

Related categories

  • Forms & Surveys
  • WordPress

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sage-intacct logo
sage-intacct logo

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