Create new Sage Intacct contacts from new Gravity Forms submissions
Easily streamline your contact management processes with this smart automation. When a new form submission is received in Gravity Forms, a corresponding contact is immediately created in Sage Intacct. This workflow simplifies data entry, ensuring every form response gets recorded as a contact in Sage, saving you time and reducing the risk of manual data-entry errors.
Easily streamline your contact management processes with this smart automation. When a new form submission is received in Gravity Forms, a corresponding contact is immediately created in Sage Intacct. This workflow simplifies data entry, ensuring every form response gets recorded as a contact in Sage, saving you time and reducing the risk of manual data-entry errors.
- 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