Create new Sage Intacct contacts from new Gravity Forms submissions
When a form gets submitted in Gravity Forms, this workflow immediately establishes a fresh contact in Sage Intacct. It offers a seamless transition of data from form submissions to contact records. This efficient process saves time, ensures prompt updates and promotes consistency in record-keeping within Sage Intacct.
When a form gets submitted in Gravity Forms, this workflow immediately establishes a fresh contact in Sage Intacct. It offers a seamless transition of data from form submissions to contact records. This efficient process saves time, ensures prompt updates and promotes consistency in record-keeping within Sage Intacct.
- 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