Cognito Forms + Sage Intacct
Create contacts in Sage Intacct from new entries in Cognito Forms
When a new entry is made in Cognito Forms, use this workflow to immediately create a new contact in Sage Intacct. This automation helps to streamline your client information management by eliminating manual data transfer. Manage your contacts efficiently and let your system stay updated in real-time.
When a new entry is made in Cognito Forms, use this workflow to immediately create a new contact in Sage Intacct. This automation helps to streamline your client information management by eliminating manual data transfer. Manage your contacts efficiently and let your system stay updated in real-time.
- When this happens...New Entry
Triggers when someone fills out your form.
- automatically do this!Create Contact
Triggers when a new contact is created.
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About Cognito Forms
Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.
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About Sage Intacct
Sage Intacct is a cloud-based financial management software that streamlines & automates accounting business processes, providing real-time financial insights.