Create new Sage Intacct contacts from Gravity Forms submissions
Easily streamline your contacts with this workflow. Every time there's a new submission in Gravity Forms, a contact is instantly created in Sage Intacct. With this process, you ensure that no important contact details are missed, simplifying your contact management and maximizing efficiency.
Easily streamline your contacts with this workflow. Every time there's a new submission in Gravity Forms, a contact is instantly created in Sage Intacct. With this process, you ensure that no important contact details are missed, simplifying your contact management and maximizing efficiency.
- 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