Ninja Forms + Sage Intacct

Create new Sage Intacct contacts from Ninja Forms submissions

Seamlessly streamline your new form submissions with this powerful workflow. When you receive new form submissions in Ninja Forms, it will efficiently create a contact in Sage Intacct. This automation eradicates manual data entry, ensuring your contact details are always up to date with improved accuracy, thus saving valuable time and increasing productivity.

Seamlessly streamline your new form submissions with this powerful workflow. When you receive new form submissions in Ninja Forms, it will efficiently create a contact in Sage Intacct. This automation eradicates manual data entry, ensuring your contact details are always up to date with improved accuracy, thus saving valuable time and increasing productivity.

  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
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    • 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