Gravity Forms + Sage Intacct
Create new Sage Intacct contacts from new Gravity Forms submissions
Efficiently manage your contact details with this dynamic workflow. Each time a new form is submitted via Gravity Forms, it leads to a contact creation in Sage Intacct. This smooth process allows you to save ample time and handle contact information in an efficient way. Drop the manual entry and concentrate more on your core task - fostering enduring customer relationships.
Efficiently manage your contact details with this dynamic workflow. Each time a new form is submitted via Gravity Forms, it leads to a contact creation in Sage Intacct. This smooth process allows you to save ample time and handle contact information in an efficient way. Drop the manual entry and concentrate more on your core task - fostering enduring customer relationships.
- When this happens...Form Submission
Triggers when the specified form is submitted.
- automatically do this!Create Contact
Triggers when a new contact is created.
- Free forever for core features
- 14 day trial for premium features & apps
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
