Gravity Forms + Sage Intacct
Create new Sage Intacct contacts from new Gravity Forms submissions
Easily maintain your contact list with this workflow. Once set up, each time a new form is submitted in Gravity Forms, a contact is simultaneously created in Sage Intacct, keeping your records up-to-date and accurate. It's a seamless way to streamline contact management across both platforms.
Easily maintain your contact list with this workflow. Once set up, each time a new form is submitted in Gravity Forms, a contact is simultaneously created in Sage Intacct, keeping your records up-to-date and accurate. It's a seamless way to streamline contact management across both platforms.
- 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
